Building better outcomes to help take your practice to the next level
From market analysis to behavioral finance to portfolio construction, our goal is to help you build better outcomes for your clients.
Building better outcomes |
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Market IntelligenceOur 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. |
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Decision Economics: a behaviorally informed framework for investment decision-makingExplores 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. |
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What were they thinking - using behavioral finance concepts to help understand and moderate client behaviorExplores 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. |
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Dispelling common myths of model portfoliosThere 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. |
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Combining active, passive, and strategic betaExplores the evolving investment landscape and offers insight on how to build a portfolio that optimizes a mix of active, passive, and strategic beta to align with investor objectives. |
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A factor based approachExplores important considerations when incorporating factor-based investing into portfolios. Includes perspectives on selecting factors, historical performance, and optimizing portfolio costs. |
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Navigating the new world in fixed incomeDescribes the evolution and use of fixed-income markets, including market breakdown, U.S. Federal Reserve activity, and performance amid volatile markets. Covers best practices. |
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Creating a sustainable practice
Resources to help you build, grow, and manage your practice.
Practice management: communicating your value |
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Communicating your value: differentiating your brand to pursue net new assetsThis business-building presentation and supplemental worksheets aim to help financial professionals define their value proposition, simplify their core story, and get the word out. |
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Pursue net new assets by conducting premium virtual meetingsThese 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. |
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Professional presence for virtual meetingsThis 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. |
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Discussing fees with your clientsDiscusses how to address your fees and create a clear and consistent value proposition. Provides a practical framework to highlight your capabilities and gain the confidence of both clients and prospects. |
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Expanding your client connectionsProposes 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. |
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Leveraging LinkedIn Sales Navigator: to gain new clientsLinkedIn 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. |
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Discover new ways to expand your wealth planning expertise
When it comes to navigating complex wealth management issues, we have resources to help keep your skills up to date. Plus these presentations may help you earn continuing education credit.
Expanding wealth planning expertise |
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Understanding Social Security decisions - optimizing your benefitsCovers 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. |
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Understanding Medicare - the ins and outs of Medicare coverageLearn how to help your clients plan for Medicare decisions by understanding the history of Medcare, 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. |
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Generational intelligence to build a sustainable and growing practiceDesigned to help you develop specific strategies for retaining and growing client assets as they transfer from one generation to the next. Highlights key issues your clients’ children are likely to face and how to navigate them. |
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Enhance the experience you deliver to your clients with our investor seminars
A well-educated client is often the best client. Our series of investor seminars will equip your clients with everything they need to know on a range of topics, from saving for college to drawing on Social Security.
Enhancing the client experience |
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Work from home and build a positive mindsetHear two presentations from Gail Miniutti Parsons, founder of LifeCycle Focus, who offers practical tips for working from home and cultivating a resilient mind-set in challenging times. |
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Advanced college savings conceptsCovers the features and benefits of 529 plans and compares them with OR against other college savings vehicles, such as UGMA/UTMA accounts. Explores key related issues, including financial aid and estate planning. |
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10 myths about college savings plansDiscusses 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. |
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My brain made me do it - strategies to help you make better decisionsAddresses investor biases and offers suggestions on how to avoid six common investor mistakes, including anchoring, procrastination, and paralysis by analysis. |
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Understanding Social Security decisions: optimizing your benefitsCovers 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. |
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Understanding Medicare - the ins and outs of Medicare coverageLearn 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. |
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Invest in yourself | A financial workshop for womenHighlights the unique financial challenges women face and provides a forum to share their insight and wisdom. Examines case studies of women at major stages in their lives and strategies for creating financial security. |
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10 things every investor should know about investingCovers 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. |
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Learn more
Financial professionals: Ask a John Hancock Investment Management Business Consultant for a review of how our practice management materials can help you build your business.
See details on our complete lineup of practice management and value-add materials.
See details on our complete lineup of practice management and value-add materials.