Business-building resources for financial professionals

A focus on your success: see how we can help

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. 

 

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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.


Practice management: Communicating your value

CE approved

Supporting material

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Pursue net new assets by conducting premium virtual meetings

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.

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Discussing fees with your clients

Discusses 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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Communicating your value

Listen to an 18-minute presentation on timely quarter-end strategies for confidently communicating your value to your clients.

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Acquiring significant net new business through strategic messaging and branding

Offers 33 immediate takeaways to help you continue to grow your practice—ideas that are being successfully used today by some of the nation’s top-producing advisors.

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Generational intelligence to build a sustainable and growing practice

Designed 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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Inside the mind of a plan sponsor

Examines the factors that lead plan sponsors to conduct a search and their decision-making process, as well as five key features plan sponsors really want from their retirement plans—and their advisors.

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Social media: strategies to enhance your brand and build business

Discusses how to use social media to help you facilitate introductions and referrals as well as find new clients. Breaks down best practices and key differences across a variety of current social media platforms.

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LinkedIn networking tips

Listen to Brendan Barca, business coach and LinkedIn consultant, as he explains his five-step process for finding and retaining new clients.

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Expanding your client connections

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.

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 keep your practice up to date. Plus, these presentations may help you earn continuing education credit.


Investment strategies and portfolio construction

CE approved

Supporting material

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10 myths about college savings plans

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.

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10 things every investor should know about investing

Covers time-tested investment principles to help you educate clients and prospects 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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Advanced college savings concepts

Covers 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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Invest in yourself—A financial workshop for women

Examines strategies for growing your business with female investors. Explains the role that women play in providing the assets, loyalty, and referrals that advisors seek, and identifies topics to discuss and case studies to review.

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What were they thinking—Using behavioral finance concepts to help understand and moderate client behavior

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.

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Social Security—How to grow from here

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.

 

Building better outcomes to help take your practice to the next level

Our goal is to help you make the most of every interaction—no matter what the markets are doing.


Building better outcomes

CE approved

Supporting material

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Combining active, passive, and strategic beta

Explores 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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An introduction to infrastructure investing

Profiles the emergence of infrastructure investing and its growing role as the alternative to alternatives. Offers best practices and considerations for incorporating infrastructure investments into client portfolios.

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A behaviorally informed framework for investment decision-making

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.

Keep your clients in the know 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.


Investor-approved seminars

CE approved

Supporting material

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Work from home and build a positive mindset

Hear two presentations from Gail Miniutti Parsons, founder of LifeCycle Focus, who offers practical tips for working from home and cultivating a resilient mindset in challenging times.

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10 myths about college savings plans

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.

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My brain made me do it—Strategies to help you make better decisions

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

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10 things every investor should know about investing

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.

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Advanced college savings concepts

Covers 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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Invest in yourself | A financial workshop for women

Highlights 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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Social Security—How to grow from here

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.

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Find out more

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

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