Business-building resources for financial advisors

As you build your business, good client communication is critical to your success. Count on us to support you with resources designed specifically for your practice, as well as access to investor-approved materials you can use with clients and prospects. 


A focus on your success: see how we can help

Talk to a John Hancock Investments Business Consultant about how we can help you take your practice to the next level.

Contact us

A focus on your success: see how we can help

Talk to a John Hancock Investments Business Consultant about how we can help you take your practice to the next level.

Contact us

Confidently discuss your value 

Communicating your value, our flagship, award-winning program, will enable you to confidently convey your value proposition and discuss your fees with clients while deepening existing client relationships and gaining significant net new business along the way. 

ALSO AVAILABLE THROUGH YOUR BUSINESS CONSULTANT 

Presentations

  • Discussing fees with your clients: separating perception from reality (CE credit available)
  • Inside the mind of a plan sponsor
  • Social media: strategies to enhance your brand and build business

Additional resources 

  • Value book—Use in person with a John Hancock Investments Business Consultant to define your unique value proposition
  • Workbooks
  • Planners and questionnaires

Contact your Business Consultant to learn more » 

Discover new ways to build your book of business

When it comes to better understanding the needs of investors today, we’ve got you covered. From portfolio optimization to behavioral finance, we offer a number of presentations that can help you keep your practice up to date. Plus, these presentations may help you earn continuing education credit.

Contact your Business Consultant to learn more » 


Find out more

See details on our complete lineup of practice management and value-add materials

Read the brochure