Practice Management Network

Our dedicated in-house research team aggregates, analyzes, and evaluates that market analysis to develop our 12- to 18-month outlook on a range of asset classes. The result is Market Intelligence.

Explores decision economics, a behaviorally informed framework for making investment decisions. Discusses five key areas of the investment decision-making process in depth and offers fiduciary best practices for counteracting behavioral tendencies.

Explores behavioral finance concepts to help you better understand investors’ motivations and be better equipped to address irrational behavior that can often lead to costly missteps.

There are perceptions about model portfolios that have developed over recent years that have kept some advisors from seriously considering them for their clients. In this presentation we examine common myths of model portfolios and seek to overcome resistance, while weaving in the potential benefits for your clients and your practice.

This business-building presentation and supplemental worksheets aim to help financial professionals define their value proposition, simplify their core story, and get the word out.

The changing fee landscape provides a detailed look at current research on fee trends. We review the financial planning approaches and fee models of highly-successful advisors who provide comprehensive financial planning as a core client deliverable. Advisors receive a comprehensive view of the prevailing financial planning fee models: AUM offset, flat fees, hourly fees, subscription fees, and hybrids. Advisors will be armed with the knowledge of the mechanics and trade-offs for various financial planning fee models so that they may adopt the approach or approaches that best suit their practice, clients, and prospects.

This series of presentations, videos, checklists and flyers on seven different digital marketing topics will help you take your digital marketing presence to the next level. From search engine optimization (SEO) and content strategy to local SEO, blogging and webinars, paid media marketing, word of mouth referrals, holistic marketing strategies and compliance and regulatory guidelines; we provide detailed resources to help you extend your reach and drive client acquisition.

Implicit bias is universal, everyone has it! It is not an inherent character flaw, but rather ingrained habits that we acquire through exposure and practice. However, you may not be aware that your implicit biases towards different demographics could be limiting who you work with. With the changing face of wealth in America, it has never been more critical for financial advisors to detect and correct their implicit biases to gain the loyalty of a high net-worth diverse clientele.

LinkedIn Sales Navigator is one of the most efficient ways to identify and connect with prospective clients. This 101 presentation will show you how to set up Sales Navigator so that LinkedIn algorithms will start recommending leads for you. We will also share how to best leverage the premier advanced search function, how to track leads, and how to make connections using Sales Navigator.

These webinars and related resources cover the basics of hosting Webex and Zoom meetings, tactics for using virtual meetings to seek net new assets, and best practices for virtually hosting client seminars and family meetings.

This series of six brief video modules features Professional Presence Coach Kim Andrews, who shares her virtual meeting expertise by exploring how to increase your confidence, facilitate more authentic connections, and enhance your professional presence and brand.

Proposes new ways to refine your outreach strategy to clients 12 months a year by showing cause-oriented dates for your calendar. Provides innovative event planning ideas and tips to help you connect in person with existing and prospective clients.

Covers the basics of Social Security, how to incorporate it into client portfolios, and strategies for maximizing this benefit to supplement other sources of retirement savings.

Learn how to help your clients plan for Medicare decisions by understanding the history of Medicare, the parts of Medicate and how they work, enrollment rules, and the costs associated with Medicare. Also discussed are Medigap plans, Medicare Advantage plans (Part C), and what your clients need to consider if they plan on working past 65.

This presentation is designed to help you develop specific strategies for retaining and growing client assets as they transfer from one generation to the next. It highlights generational differences in communication and provides strategies for improving family communication in order to enable successful wealth transfer and help preserve family harmony.

Saving for college is often one of life’s biggest financial goals—and it can be complicated. “Advanced college savings concepts” explains the differences between 529 plans and other college savings vehicles and explores key related issues, including financial aid and estate planning.

Easily access the latest tax information by using our tax planning guide. To get answers quickly, the sections on the front are divided into tax brackets, long-term capital gains/qualified dividend rates, and more. The back provides additional information on required minimum distributions and uniform lifetime tables.

If you ask what the markets are going to do, the answer would be that they are going to fluctuate! Volatility can feel like the ups and downs of a rollercoaster. While we know that past performance is not indicative of future results, when it comes to behavior of markets, patterns often repeat themselves. Circumstances may change but patterns rarely do. History lessons is a walk down memory lane to see where we have been and a peek around the corner to see where we may be going.

Learn how to plan for Medicare decisions by understanding the history of Medicare, the parts of Medicare and how they work, enrollment rules, and the costs associated with Medicare. Also discussed are Medigap plans, Medicare Advantage plans (Part C), and what you need to consider if you plan on working past 65.

Covers the basics of Social Security, how to incorporate it into your portfolio, and strategies for maximizing this benefit to supplement other sources of retirement savings.

Discusses common misconceptions about 529 plans, explores various strategies for saving, and features the benefits of 529 college savings plans. Highlights the tax advantages of different types of education savings vehicles, and takes a closer look at the specific features of John Hancock Freedom 529 plan.

Addresses investor biases and offers suggestions on how to avoid six common investor mistakes, including anchoring, procrastination, and paralysis by analysis.

Covers time-tested investment principles to help you educate investors as they strive to reach their financial goals. Includes tips on asset allocation, the importance of time in the market, and more.