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PRESENTATION SLIDES
Models represent a huge growth area for our industry as financial professionals are encouraged to transition to models in order to streamline their investment process, help free up time to spend with clients and grow their practices, and help provide solutions to regulatory issues such as RegBI.
CHECKLIST
A checklist designed to help you build a framework for conducting due diligence on model providers.
BROCHURE
This brochure provides you with all the key takeaways from our "Dispelling common myths of model portfolios" presentation.
Are you thinking about transitioning part, or all, of your practice to models to gain efficiencies but concerned about how your clients may react? In our conversations with financial professionals, we’ve uncovered a few common concerns or myths with transitioning to models that we explore in this video presentation.
Ask a Manulife John Hancock Investments business consultant for a review of how our practice management resources can help you grow your business.
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