Webcasts - On Demand

The Digital Edge: Leveraging Technology To Outperform In The High-Net-Worth Market With John Bowen

 

Complimentary Webcast 

June 27, 2024 | 4:00-5:00 p.m. ET

 

 

Featuring

 

John Bowen

CEO of CEG Insights,
and CEG Worldwide
 
This webinar promises to be a transformative journey, equipping you with the digital tools and strategies necessary to elevate your wealth management practice. Don't miss this chance to ascend to new professional heights.
Transform your practice and uncover groundbreaking strategies to attract and retain high-net-worth clients in this exclusive webinar. Gain deep insights with our comprehensive 46-page research report, distilled from the experiences of over 1300 affluent investors.

Join us and lead the Digital Revolution in Wealth Management.

 

This event is intended for financial professionals only.

 
 
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Empowering Business Owner Conversations

Complimentary Webcast 

 

June 12, 2024 | 1:00-2:00 p.m. ET

 

 

Featuring

 

Justin R. Clarke, CRPC®

Director of Sales Execution,
John Hancock Investment Management

Andrew J. McFetridge, CEPA®, CPWA®, CRPC®

Head of Strategic Relationships and Investment Specialists,
John Hancock Investment Management
 

 

Did you know that

•  80% of owners’ wealth is locked up in their business?1

•  74% of business owners plan to exit in the next 10 years and this is a $14 trillion opportunity?1

•  78% of business owners have no formal transition plan?1

Working with business owners can be challenging and yet potentially very lucrative. How do you embed yourself with business owners so that you’re a trusted team member when the liquidity event occurs?

John Hancock Investment Management has partnered with the Exit Planning Institute (EPI) to bring you “Empowering business owner conversations: becoming the business owner’s most valued advisor.” In this session, we’ll discuss the opportunity in detail, share EPI’s proprietary methodology, and discuss the financial professional’s role in the exit planning process.

 

This event is intended for financial professionals only.

 

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Beyond Bitcoin: Investing In Ethereum And The Real-World Applications of Blockchain

Complimentary Webcast 

 

June 6, 2024 | 2:00-3:00 p.m. ET

 

View On Demand

 

Featuring

 

Juan Leon

Senior Crypto Research Analyst,
Bitwise Asset Management
 
 

Ryan Rasmussen

Senior Crypto Research Analyst – DeFi, 
Bitwise Asset Management
 

Ethereum is the second largest crypto asset behind Bitcoin, but beneath the surface, it’s shockingly different. The Ethereum blockchain functions like an “app store” for crypto, hosting thousands of applications with millions of daily active users. And unlike many other crypto assets, Ethereum produces revenues in the billions of dollars each year, which makes it an interesting asset to value. This combination of factors is capturing the attention of Wall Street.

In this webinar, Bitwise Senior Research Analysts Ryan Rasmussen and Juan Leon will dive into the key topics financial advisors need to know about Ethereum, one of the world’s most compelling crypto assets.

Topics include: 

  • What is Ethereum? 
  • Five Ethereum-based applications that could change the world. 
  • How to value Ethereum. 
  • Building a crypto investment sleeve with Ethereum.

 

This event is intended for financial professionals only.

 

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Investing With Patience In A Higher-For-Longer Rate Environment

Complimentary Webcast 

 

June 4, 2024 | 1:00-2:00 p.m. ET

 

View On Demand

 

Featuring

 

Jeffrey N. Given, CFA

Senior Portfolio Manager, Co-Head of U.S. Core and
Core-Plus Fixed Income, Manulife Investment Management

Michael J. Scanlon, Jr., CFA

Managing Director, Portfolio Manager,
Manulife Investment Management
 

Adam A. Weigold, CFA

Senior Portfolio Manager, Head of Municipal Bonds,
Manulife Investment Management

Emily R. Roland, CIMA

Co-Chief Investment Strategist,
John Hancock Investment Management
 

 

Economic data and inflation readings have recently been sending mixed signals, making the path toward interest-rate cuts bumpier and potentially longer. For fixed-income investors, it’s a market full of potential from today’s high yields, but with the prospect of more surprises ahead. In equities, divergent valuations are creating risks in some market segments and opportunities in others.  

Join our interactive panel discussion as three of our portfolio managers explore the outlook for bonds and stocks heading into summer.   

You’ll have the opportunity to ask the panel questions as Emily R. Roland, CIMA, co-chief investment strategist, leads the conversation featuring Jeffrey N. Given, CFA, co-head of U.S. core and core-plus fixed income and senior portfolio manager for John Hancock Bond and Investment Grade Bond Funds, Michael J. Scanlon, Jr., CFA, portfolio manager of John Hancock Balanced Fund, and Adam A. Weigold, CFA, senior portfolio manager for John Hancock Municipal Opportunities Fund.

 

This event is intended for financial professionals only.

 

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Climbing the Wealth Ladder: Proven Strategies for Attracting and Retaining Ultra-Wealthy Clients

 

Complimentary Webcast 

May 23, 2024 | 4:00-5:00 p.m. ET

 

View On Demand

 

Featuring

 

John Bowen

CEO of CEG Insights,
and CEG Worldwide
 

Key learning points:

  • Nuanced wealth management. Delve deep into the sophisticated approach to wealth management that resonates with 70.8% of ultra-wealthy clients, a preference that remarkably escalates to 96.5% among millennials.
  • Collaborative investment planning. Learn how to engage with 82.1% of ultra-wealthy investors eager to collaborate with you in crafting successful investment portfolios.
  • Team synergy. Understand the preference of 80.3% of ultra-wealthy clients to work closely with a team of seasoned professionals, including accountants and attorneys, fostering the creation of synergized, optimal solutions.
  • Adaptive advisory services. Discover strategies to adapt your advisory services seamlessly, aligning with the evolving preferences and needs of the ultra-wealthy, thereby fostering sustainable growth in your practice.

 

This event is intended for financial professionals only.

 
 

 

 

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Ed Slott's Mid-Year IRA Planning Opportunities 2024

 

Complimentary Webcast 

May 14, 2024 | 1:00-2:00 p.m. ET

 

View On Demand

 

Featuring

 

Ed Slott, CPA

America's IRA Expert,
Ed Slott and Company, LLC
 

FEATURING LIVE Q&A WITH AMERICA’S IRA EXPERTS 

After Tax Day has come and gone, your clients are more painfully aware of their costly tax liabilities than ever. Now is the prime time to deliver true value—proactive tax strategies that will benefit them and their heirs for years to come.  

Refuel your business momentum for 2024 with unparalleled insights from America’s IRA Expert. Join Ed Slott and his team of Experts as they equip you with the tools to guide your clients through mid-year tax planning strategies and provide timely guidance on: 

  • Advising on critical rollover decisions amidst mass layoffs, affecting more than 250,000 Americans in tech alone in 2023 
  • IRA tax planning strategies tailored for larger required minimum distributions (RMDs) in 2024 
  • Harnessing the power of qualified charitable distribution (QCDs) rules as a TRIPLE WIN solution for RMD requirements—why early in the year is ideal timing for consideration.

Get the insights you need to initiate these actionable conversations today to drive successful outcomes for both your clients and your business goals. 

 

This event is intended for financial professionals only.

 
 

 

 

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History Lessons: Time-Tested Principles to Help Clients Stay Invested

Complimentary Webcast 

May 8, 2024 | 1:00-2:00 p.m. ET

 

View On Demand

 

Featuring

 

Zach Flechtner

Head of National Accounts​,
John Hancock Investment Management

Jason M. McKinney, CRPC®

Senior Vice President, Business Consultant,
John Hancock Investment Management
 

 

Even as the aftereffects of the pandemic and surging inflation have subsided, there’s no shortage of potential headwinds that your clients may be worried about. For starters, might any reversal of inflation trends upend the outlook for interest-rate cuts and the broader economy in a presidential election year?

One way to help clients invest through times like this is to remind them that history shows market patterns often repeat themselves, even as circumstances constantly change. That’s why we’re inviting you to join us for a “History lessons” webinar that offers answers to many of the pressing questions that your clients may be asking now:

  • What does the history of market returns tell us?
  • Is diversification dead?
  • Is there a wrong time or right time to invest?
  • What do inflation and the rate outlook mean for my life and my portfolio?
  • How might the election in November influence the market outlook? 

This webinar is one example of the practice management resources that we offer to help support your success through our Practice Management Network. This value-add program provides resources designed to help you meet your clients’ evolving needs while taking your business to the next level.

Past performance is no guarantee of future results. Diversification does not guarantee a profit or eliminate the risk of a loss.

 

This event is intended for financial professionals only.

 

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Unlocking Growth: Decoding Client Behavior For Strategic Engagement

 

Complimentary Webcast 

 

April 25, 2024 | 2:00-3:00 p.m. ET

 

View On Demand

 

Featuring

 

Craig Martin   

Executive Managing Director, Global Wealth and Lending
J.D. Power

Erinn Ford 

EVP, Advisor Engagement
Osaic
 

 

Explore the intricate dynamics of client-advisor relationships. While many advisors believe they share a strong personal bond with their clients, research suggests a significant gap in client perception. In this webcast, we'll uncover the root causes of this discrepancy, drawing insights from J.D. Power's latest research. Gain insights into refining your client engagement strategies, ensuring that clients fully grasp the depth and significance of financial guidance. 

Don't miss this opportunity to enhance your client relationships and drive organic growth. 

 

This event is intended for financial professionals only.

 

Presented by     


 7 AI-Powered Marketing Strategies for 2024

 

Complimentary Webcast 

 

March 12, 2024 | 2:00-3:00 p.m. ET

 

View On Demand

 

Featuring

 

Brandon Stuerke  

CEO & Founder
Next Level Advisors

 

As an advisor, the key to success, profitable growth and scale really comes down to 1 thing...

 

Predictably and consistently generating new qualified appointments.

 

Without appointments, this business is stressful at best, and at worse even downright risky. It’s no secret that the number 1 reason advisors fail out of the business is the inability to get in front of qualified prospects consistently.

 

In fact, according to Wealth Management Metrics, a staggering “93% of wealth managers fail to grow their practice because of a lack of consistent new, qualified appointments” (Source: Wealth Management Metrics)

 

But that’s about to change.

 

On this webcast you’re going to discover the top 7 AI Powered Marketing Strategies advisors are using right now to generate more leads, convert more appointments and increase marketing efficiency and ROI. And no, this is not about teaching you how to use Chat GPT... ... instead, we’re going to be sharing with you the first ever industry trained AI.

 

During This Webcast You’ll Learn How to Leverage This Industry Trained AI To:

 

  • Increase Your Seminar Attendance and Eliminate No Shows!

  • Follow Up and Convert Seminar Attendees Into Appointments... Without Ever Picking Up The Phone

  • Qualify Leads and Appointments, Eliminating Wasted Time With Unqualified Prospects

  • Fully Automate Your Appointment Generation From Initial Inquiry to Booking

  • Increasing Your Appointment Stick Rate (No More Getting Ghosted by Prospects)

  • Convert Past Prospects and Old Leads Into New Qualified Appointments, Without Cold Calling!

 

And the best part? We’re going to let you test drive this new AI for yourself!

 

According to Kitces, 63% of advisors are missing opportunities due to outdated technology.

 

Don’t be one of them!

 

This will be the most talked about technology of 2024... Do not miss this event!

 

This event is intended for financial professionals only.

 
 

 

 

Sponsored by      

 


 

 Women, Wealth, And Wisdom: The Who, What, And Why of Growing Your Client Base

Complimentary Webcast 

 

March 7, 2024 | 1:00-2:00 p.m. ET

 

View On Demand

 

Featuring

 

Kathleen Pritchard, CPWA®, CRPC®, CEPA®, ChFC®, CLU®, CFS®  

Director of Practice Management,
John Hancock Investment Management

 

Please join us for this exclusive opportunity to join a women and investing webinar that’s unlike many that you may have seen in the past. Rather than focusing on investment education, this presentation explores an array of financial issues affecting women.

Women today are a major and growing economic force, and this webinar seeks to enhance your ability to help your female clients deal with many of the issues that they face every day, such as:

  • Buying a home
  • Owning a business
  • Planning for retirement
  • Caring for aging parents
  • Loss of spouse
  • Estate planning
  • Leaving a legacy

This webinar will also provide you with relevant assessment tools to empower your female clients and prospective clients on their financial journeys and help make a real impact on their financial future.

This webinar is just one example of the practice management resources that John Hancock Investment Management offers to help support your success through our Practice Management Network. This value-add program provides resources designed to help you meet your clients’ evolving needs while taking your business to the next level.

 

This event is intended for financial professionals only.

 
 

 

 

Sponsored by   

 


 Understanding Medicare: The Ins And Outs of Medicare Coverage

 

Complimentary Webcast 

 

February 7, 2024 | 1:00-2:00 p.m. ET

 

View On Demand

 

Featuring

 

Darren Smith, CFP®, ChFC®, CMFC®, CFS®

Senior Vice President and Head of Sales

John Hancock Investment Management

Danielle K. Roberts

Founding Partner

Boomer Benefits

 
 

Learn how to help your clients and prospective clients plan for Medicare decisions by learning about the parts of Medicare and how they work, enrollment rules, and the costs associated with Medicare.

 

Topics will include:

• Medicare parts and when to enroll

• The latest on Medicare costs

• Medicare Advantage

• What your clients need to know about working past 65

 

This webinar is designed to help you understand all the costs associated with Medicare so that you can help clients assess the impact of the costs on their retirement income plan.

 

This webinar on Medicare’s role in retirement income planning is just one example of the practice management resources that we offer to help support your success through our Practice Management Network. This value-add program provides resources designed to help you meet your client’s evolving needs while taking your business to the next level. 

 

This event is intended for financial professionals only.

 

Secure Your Seat

 

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Enhance Your Portfolio in 2024 with Life Sciences Exposure

 

Complimentary Webcast 

 

January 30, 2024 | 1:00-2:00 p.m. ET

 

View On Demand

 

Featuring

 

Yuri Khodjamirian, CFA  

Tema CIO 
 

Life sciences is a critical portfolio allocation for advisors as it offers growth, idiosyncratic returns, and diversification. Innovation breakthroughs in areas like oncology, obesity and Alzheimer’s are offering hope for billions of patients around the world.

 

Yet, unlike large cap technology, biotech valuations remain cyclically depressed.

 

Tema is an institutional active ETF manager with a focused suite of life science ETFs across Oncology, Cardiovascular and Metabolic, and Neurology. These ETFs are managed by a life sciences portfolio manager with 25 years of investing experience at Rockefeller Capital Management, Millenium, and Balyasny.

 

Join Tema’s Chief Investment Officer Yuri Khodjamirian to learn how to build better life sciences exposure in 2024. This event is intended for financial professionals only.

 

This event is intended for financial professionals only.rofessionals only.

 

Secure Your Spot

 

 

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Client Acquisition Masterclass: A Proven Process To Master Client Acquisition

 

Complimentary Webcast 

 

January 23, 2024 | 2:00-3:00 p.m. ET

 

View On Demand

 

Featuring

 

Bill Bachrach - Expert FA Trainer

 

Your future Ideal Clients are people with money who are currently doing business with other advisors.

 

In order to attract and acquire clients with money, you need to do something compelling to get them to talk to you in the first place... and then hire you. This is your job and it's the one job you can't delegate.

 

Client Acquisition is 100% your responsibility.
Ultimately, to build your Ideal Business, you need to become a master at client acquisition. The best part is you do not need to reinvent the wheel to become a master at acquiring Ideal Clients.

You’ll start by getting the clearest and concise definition of “client acquisition” you’ve ever heard. Then in less than an hour, you will discover the answer to 4 vital questions:

  1. Who should your target client be and why?
  2. What's the biggest mistake most financial advisors make and what to do about it?
  3. Why is it easy to “steal” (rescue) the best clients from established advisors?
  4. What are the 7 Critical Conversations for successful client acquisition mastery?

Bill will also share case studies, stories, and examples of what the best advisors do well, and what most advisors are doing wrong.

 

Secure Your Spot

 

Produced by   

 

Client Acquisition Masterclass: A Proven Process To Master Client Acquisition

Complimentary Webcast 

 

December 14, 2023 | 2:00-3:00 p.m. ET

 

View On Demand

 

 

Featuring

 

Bill Bachrach - Expert FA Trainer

 

Your future Ideal Clients are people with money who are currently doing business with other advisors.

 

In order to attract and acquire clients with money, you need to do something compelling to get them to talk to you in the first place... and then hire you. This is your job and it's the one job you can't delegate.

 

Client Acquisition is 100% your responsibility.
Ultimately, to build your Ideal Business, you need to become a master at client acquisition. The best part is you do not need to reinvent the wheel to become a master at acquiring Ideal Clients.

You’ll start by getting the clearest and concise definition of “client acquisition” you’ve ever heard. Then in less than an hour, you will discover the answer to 4 vital questions:

  1. Who should your target client be and why?
  2. What's the biggest mistake most financial advisors make and what to do about it?
  3. Why is it easy to “steal” (rescue) the best clients from established advisors?
  4. What are the 7 Critical Conversations for successful client acquisition mastery?

Bill will also share case studies, stories, and examples of what the best advisors do well, and what most advisors are doing wrong.

 

Produced by   

 


Ed Slott: Navigating Year-End IRA Strategies 2023

Complimentary Training 

 

Dec 13, 2023 | 1:00-2:00 p.m. ET

 

 View On Demand

 

Featuring

 

Ed Slott - Expert FA Trainer

 

FEATURING LIVE Q&A WITH AMERICA’S IRA EXPERTS

Join us for this timely conversation with Ed Slott addressing the pressing questions advisors will face in the final weeks of 2023:
  • RMD Clarity: Due to the numerous recent RMD changes, clients and their beneficiaries will be asking you if they will have to take an RMD by year’s end.
  • Year-of-Death RMD: Who should be responsible for this crucial distribution?
  • Strategic Roth Conversions: Learn which clients stand to benefit most from converting now, considering future tax rates and Medicare implications.
  • Charitable Planning with IRAs: Discover how QCDs can optimize giving, offset RMDs, and benefit both clients and beneficiaries.
  • IRA Estate Planning: Gain insights on utilizing Roth conversions and other strategies for wealth transfer and minimizing state estate taxes.
  • Distribution Planning: Is it wise for clients to take more than their annual RMD in 2023? Ed Slott weighs in on the best practices.

Don't miss this opportunity to glean actionable strategies from the foremost authority on retirement planning.
 

Produced by   

 


Future of Advice: How Technology Can Make Advisors More Valuable  

Complimentary Webcast 

 

Decermber 12, 2023 | 2:00-3:00 p.m. ET

 

 View On Demand

 

Featuring

Craig Martin 

Executive Managing Director, Global Wealth and Lending Intelligence

J.D. Power 

H. Adam Holt, CFP®️, ChFC®️

CEO and Founder
 
Asset-Map

Derek Notman, CFP®️

CEO

Couplr
 
 
The world of financial advice is changing rapidly with an ever-shifting regulatory landscape, the proliferation of new technology, and evolving consumer expectations and preferences.
J.D. Power will share insights on how wealth clients' preferences are changing and discuss with experts from the industry how advisors can leverage technology now and in the future to effectively serve clients' evolving needs and preferences.   
 

Sponsored by   

 


Finding Growth and Balance: The Dueling Roles of Advisor and Business Owner

Complimentary Webcast 

 

December 7, 2023 | 2:00-3:00 p.m. ET

 

View On Demand

 

 

Featuring

 

Colleen Bell  

President, Innovation and Experience

Cambridge Investment Group, Inc.

Jeff Vivacqua​

President, Growth and Development

Cambridge Investment Group, Inc.

 
 
Are you striving for growth in your practice, only to get pulled back into the role of running the business side again and again? You’re not the only one.  
Finding balance between the dueling roles of being an advisor focused on growth and a business owner is a common challenge. Join us as we discuss how to approach growth with intention, so you can find a better balance to achieve your goals. 

 

 

Sponsored by   


[2024 and Beyond] The Future of Thematic Investing: Expert Views on 5 Long-term Structural Megatrends

Complimentary Webcast 

 

December 6, 2023 | 2:00-3:00 p.m. ET

 

View On Demand

 

 

Featuring

 

Yuri Khodjamirian, CFA  

Tema CIO and Monopolies and Oligopolies ETF Portfolio Manager

Tema

Chris Semenuk

American Reshoring ETF and Global Royalties ETF Portfolio Manager

Javier G. Lastra, CFA

Luxury ETF Portfolio Manager

David K. Song, MD, PhD, CFA

Oncology ETF Portfolio Manager

 
 
Thematic investing is playing an increasingly larger role in both how the markets are evolving and the way that investors are building portfolios. It is more important than ever to carefully select themes with durable long-term trends as well as short-term catalysts. Join us for a live discussion with our panel of experts, as they deep dive into the recent developments and long-term investment opportunities in Reshoring, Oncology, Luxury, Monopolies and Royalties and how to get precise exposure to these themes.

 

 

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Understanding Social Security Decisions

Complimentary Webcast 

 

December 5, 2023 | 1:00-2:00 p.m. ET

 

 View On Demand

 

 

Featuring

 

Justin R Clarke, CRPC®

Director of Sales Execution

John Hancock Investment Management

Ryan Curry, CFP®, CMFC®

Senior Vice President, Business Consultant

John Hancock Investment Management

 
Register to attend our upcoming webinar on Understanding Social Security. In this webinar, we’ll cover:​
 
  • The roots of Social Security​
  • Where Social Security stands today​
  • Changes to know about for 2024​
  • Helping to maximize your clients’ Social Security benefit​
 
Register today and get ready to brush up on your knowledge of Social Security.​ ​ This webinar is just one example of the practice management resources that John Hancock Investment Management offers to help support your success through our Practice Management Network. This value-add program provides resources designed to help you meet your clients’ evolving needs while taking your business to the next level.​
 
 
 
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Uncovering Opportunities to Support High Net Worth Households

Complimentary Webcast 

 

December 4, 2023 | 2:00-3:00 p.m. ET

 

View On Demand

 

Featuring

 

 

Moderator: 

Zach Parker, CFP®, MBA 

Senior Vice President, Wealth Planning Advice & Innovation
Osaic

Speaker: 

Ryan Yamada, CFP® RICP® BFA™

AVP Advanced Planning
Osaic

 

Speaker: 
 
Mike Randall
 
Director of Business Development
Premiere Trust
Speaker: 
 
Mike Raczkowski, J.D., CFP®
 
SVP, Head of Advanced Planning, Sales Support & Underwriting
Highland Capital Brokerage
 

 

Learn how financial professionals are positioning their business to attract and retain High Net Worth households.  Our panelists will highlight critical conversations $5 Million+ households expect to be having with their financial professional.  Don’t miss this session highlighting key conversations to strengthen relationships with your top clients and high net worth prospects. 
 
These conversations include current trends on the following topics:  
 
1.       Fee for Service Financial Planning  
2.       Trust and Estate Planning  
3.       Charitable Planning   
4.       Tax Planning  
Don’t miss this opportunity to understand how these 4 conversations can set you apart from other financial professionals.  
 
 

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Empowering Business Owner Conversations

Complimentary Webcast 

 

November 16, 2023 | 1:00-2:00 p.m. ET

 

 View On Demand

 

Featuring

 

Michelle Fuller, CEPA®, CIMA®, CETF®

Managing Director of High Net Worth Distribution

John Hancock Investment Management

Andrew J. McFetridge, CEPA®, CPWA®, CRPC®

Head of Strategic Relationships and Investment Specialists

John Hancock Investment Management

 

 

•  80% of owners’ wealth is locked up in their business.1
•  99% of business owners agree that having a transition plan is important for both their business wealth and their personal future, yet 79% have no written transition plan.1
 
Working with business owners can be challenging and yet potentially very lucrative. How do you embed yourself with business owners so that you’re a trusted team member when the liquidity event occurs?
 
John Hancock Investment Management has partnered with the Exit Planning Institute (EPI) to bring you “Empowering business owner conversations: becoming the business owner’s most valued advisor.” In this session, we’ll discuss the opportunity in detail, share EPI’s proprietary methodology, and discuss the financial professional’s role in the exit planning process.

Key takeaways
1. Understand the opportunity, the market size, and the challenges business owners face
2. Learn about EPI’s proprietary methodology and where the financial professional fits in the process
3. Learn conversation starters to help you have meaningful conversations with business owners as well as tips on how to build an exceptional exit planning team that you can bring to the table
4. Gain access to many resources to help you excel in this space


1 Exit Planning Institute State of Owner Readiness Survey, 2022.

 

Sponsored by    


Client Acquisition Masterclass: A Proven Process To Master Client Acquisition

Complimentary Webcast 

 

November 8, 2023 | 2:00-3:00 p.m. ET

 

View On Demand

 

Featuring

 

Bill Bachrach - Expert FA Trainer

 

Your future Ideal Clients are people with money who are currently doing business with other advisors.

 

In order to attract and acquire clients with money, you need to do something compelling to get them to talk to you in the first place... and then hire you. This is your job and it's the one job you can't delegate.

 

Client Acquisition is 100% your responsibility.
Ultimately, to build your Ideal Business, you need to become a master at client acquisition. The best part is you do not need to reinvent the wheel to become a master at acquiring Ideal Clients.

You’ll start by getting the clearest and concise definition of “client acquisition” you’ve ever heard. Then in less than an hour, you will discover the answer to 4 vital questions:

  1. Who should your target client be and why?
  2. What's the biggest mistake most financial advisors make and what to do about it?
  3. Why is it easy to “steal” (rescue) the best clients from established advisors?
  4. What are the 7 Critical Conversations for successful client acquisition mastery?

Bill will also share case studies, stories, and examples of what the best advisors do well, and what most advisors are doing wrong.

 

Produced by   


Understanding The Latest Trends in College Admissions and Financial Aid

Complimentary Webcast 

 

November 1, 2023 | 1:00-2:00 p.m. ET

 

View On Demand

 

 

Featuring

 

Nancy Steenson  

College Admissions Coach​
Steenson College Coaching​

Doug Lyons, CRPC® ​

529 Specialist​
John Hancock Investment Management​
 
 
College application season has arrived. John Hancock Investment Management has teamed up with college admissions coach Nancy Steenson to present a webinar that can help give you a greater understanding of some of the key college planning trends.  
 
Nancy’s presentation will include:  
  • Current trends in admissions, including college pricing and recruiting strategies
  • Why early decision may be the right move for some students  
  • Upcoming changes to the FAFSA and the anticipated effect on financial aid for some families 

This webinar is designed to help you understand all the costs associated with Medicare so that you can help clients assess the impact of the costs on their retirement income plan.

 

Sponsored by      

 

The New Alpha: Extreme Client Engagement

Complimentary Webcast 

 

October 18, 2023 | 2:00-3:00 p.m. ET

Click here to view on demand.

 

 

Featuring

 

 

Craig Martin   

Executive Managing Director, Global Wealth and Lending
J.D. Power

 

 

 

The resounding question echoed across the industry: "What actions can advisors take to ensure a more appreciated and consistent experience from our firms and advisors?" 
 
Responding to this urgent challenge, J.D. Power has introduced the Advisor Experience Continuum, a universal benchmark that sets the standard for excellence. This continuum provides a measuring stick against which advisors across the industry can assess their performance and the quality of experiences they provide. The result? Advisors who achieve the highest scores on this scale not only experience organic growth but also foster unwavering customer loyalty. 
 
Join us as we discuss the continuum of actions advisors can take to provide comprehensive advice. 
 
Don’t miss exclusive insights from this webinar.  
  • Discover the "7 Habits of Highly Successful Advisors": Explore the key traits and strategies that set the most successful advisors apart in today's competitive landscape. 
  • Understand the symbiotic relationship between advisor satisfaction and the quality of advice provided to clients, creating a win-win scenario for all. 
  • Learn how elevating the quality of advice provided to clients can create a more fulfilling advisory role. 

 

 

Presented by     


Follow The Money: How RIAs Can Capture Wallet Share While Helping Clients Earn More On Reserve Savings

Complimentary Webcast 

 

September 28, 2023 | 2:00-3:00 p.m. ET

Click here to view on demand.

 

 

Featuring

Brett Orvieto  

Managing Managing Director, Senior Wealth Advisor

Dakota Wealth Management

Ben Cruikshank

President

Flourish

 

 

Join FA Magazine Editor-in-Chief Evan Simonoff,  Ben Cruikshank, President of Flourish, and Brett Orvieto, Managing Director, Senior Wealth Advisor at Dakota Wealth Management, as they talk about the industry's most-overlooked asset class: the cash sitting in clients' bank accounts. 
 
They will share strategies for growing share of wallet by taking an active role in managing cash--and some surprising stories from RIAs who uncovered large cash holdings outside the portfolio. 
 
 
 
 
This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.
 

 

Sponsored by     


Building A Large Practice Doesn't Mean More Work For You

Complimentary Webcast 

 

September 26, 2023 | 2:00-3:00 p.m. ET

Click here to view on demand.

 

 

Featuring

 

Craig Taucher  

Managing Director and Head of Independent Branch Services 

Charles Schwab & Co., Inc. 

Erin Yost

Independent Branch Leader and Schwab Franchise Owner

Charles Schwab & Co., Inc.

 

 

Financial Advisors are consistently challenged with having to be all things to their clients and their business; making it a challenge to grow and scale their practices.

 

But, Financial Advisors who’ve become Schwab Franchise owners have solved that problem - they leverage the brand, resources, and subject matter experts of Schwab to scale their businesses.

 

Join Craig Taucher, Head of Schwab’s Independent Branch Services, and Erin Yost, Independent Branch Leader and Schwab franchise owner, as they discuss how Erin built her business to match her vision without taking on all the work. 

 

Sponsored by     


 Understanding Medicare: The Ins And Outs of Medicare Coverage

Complimentary Webcast 

 

September 20, 2023 | 1:00-2:00 p.m. ET

Click here to view on demand.

 

 

Featuring

 

Matthew A. Blandford, CRPC®, CEPA®  

Senior Vice President

John Hancock Investment Management

Danielle K. Roberts

Founding Partner

Boomer Benefits

 
 

Learn how to help your clients and prospective clients plan for Medicare decisions by learning about the parts of Medicare and how they work, enrollment rules, and the costs associated with Medicare.

 

Topics will include:

• Medicare parts and when to enroll

• The latest on Medicare costs

• Medicare Advantage

• What your clients need to know about working past 65

 

This webinar is designed to help you understand all the costs associated with Medicare so that you can help clients assess the impact of the costs on their retirement income plan.

 

This webinar on Medicare’s role in retirement income planning is just one example of the practice management resources that we offer to help support your success through our Practice Management Network. This value-add program provides resources designed to help you meet your client’s evolving needs while taking your business to the next level. 

 

This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.

 

 

Sponsored by      


Secure 2.0 Update with Ed Slott: Navigating Looming Uncertainties for Your Clients' Retirement and Savings

Complimentary Training 

Sep 7, 2023 | 1:00-2:00 p.m. ET

Click here to view on demand.

 

Featuring

 

Ed Slott - Expert FA Trainer

 

FEATURING LIVE Q&A WITH AMERICA’S IRA EXPERTS

As the rubber meets the road for SECURE 2.0, many unanswered questions hang in the balance with the IRS and Congress. Join us for a timely conversation with Ed Slott discussing:

  • Technical corrections
  • IRA annuity RMD issues
  • Roth 401(k) planning for high-income employees
  • New surviving spouse options for 2024
  • RMD relief and penalty waivers

 

This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.

 

Produced by   


Amplify Your Charitable Impact with Invest in Others' Grants and Awards for Financial Advisors  

Complimentary Webcast 

 

August 10, 2023 | 2:00-3:00 p.m. ET

Click here to view on demand.

 

Featuring

R. Barkley Payne

President and Executive Director
Invest in Others Charitable Foundation 

John Hyland

Invest in Others Board & Co-founder
and Managing Director
Private Advisor Group

Gail Perry-Mason

Senior Director-Investments Oppenheimer & Co. Inc. &
winner of the 2022 Invest in Others Lifetime Achievement Award
 
 
Join us for an educational conversation exploring how the Invest in Others Charitable Foundation supports and amplifies the volunteerism and philanthropic endeavors of financial advisors across the country and around the world.    
 
 Through its three programs, Invest in Others' grants and awards honor financial advisors and assist them in their efforts to raise awareness for crucial causes, catalyzing additional donor backing, and increasing the visibility and credibility of both the nonprofits and the financial advisors effecting change.  
  • Over $5,000,000 granted since 2007   
  • More than 500,000 lives impacted each year
  • Over 500 charities supported since 2007  
 
Learn how Invest in Others can have a profound impact on the causes you're passionate about. 
 
This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.

 

Sponsored by      


A Time-Tested Multifactor Approach for Equity Investing  

Complimentary Webcast 

 

August 8, 2023 | 1:00-2:00 p.m. ET

Click here to view on demand.

 

 

Featuring

 

Casey Baum  

Portfolio Manager

Dimensional Fund Advisors

Stanley Black

Co-Head of Strategy Research

Dimensional Fund Advisors

 
 
Dimensional’s approach to systematic investing seeks to add value at every step of the investment process. In this session, we provide an overview of how insights from research on expected returns and portfolio design help us build robust investment solutions and increase the reliability of outcomes. 
  • Explore Dimensional’s legacy and close ties to the academic community, and how these ties have been foundational in their research process 
  • The philosophy that underpins their research and investment approach 
  • Dimensional’s approach to portfolio construction as it relates to the John Hancock Dimensional ETFs and indices  
  • Some unique ways that Dimensional thinks about portfolio implementation and how that differentiates from other systematic managers 
This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.
 

 

Sponsored by      

 


How to Become a Masterful Storyteller 

Complimentary Webcast 

 

July 19, 2023 | 2:00-3:00 p.m. ET

This event will not be available on demand.

 

Featuring

 

Mitch Anthony
Co-Founder, ROL Advisor

Steve Sanduski, CFP
Co-Founder, ROL Advisor

 

 

While everybody else is talking about AI, smart advisors realize that the key to success as an advisor is not about being the most “techie,” it’s about being the most “human.” And one of the highest forms of being “human” is masterful storytelling. 
 
In this session, you’ll learn: 
 
  • The power of masterful storytelling. 
  • How to craft your own stories to deepen your client connection.
  • How to elicit stories from your clients.
  • The critical role emotion and empathy play in storytelling.
  • Why putting your client’s LIFE at the center of the planning conversation is critical. 
 
In a technology-obsessed world, our human qualities become our competitive edge. They allow us to connect, create, and understand on a level that technology simply can't. 
 
  
We’ll show you how to enhance your ability to connect with your clients and build lasting bonds that no AI can break. 
 
 
This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.
 

Sponsored by    

 

 

Juan Leon

Investing With Patience In A Higher-For-Longer Rate Environment

Complimentary Webcast 

 

This program has been accepted for one hour of CE credit from the CFP Board

and for one CE hour toward CIMA/CPWA/RMA and CEPA certifications.

 

June 4, 2024 | 1:00-2:00 p.m. ET

 

 

Featuring

 

Jeffrey N. Given, CFA

Senior Portfolio Manager, Co-Head of U.S. Core and
Core-Plus Fixed Income, Manulife Investment Management

Michael J. Scanlon, Jr., CFA

Managing Director, Portfolio Manager,
Manulife Investment Management
 

Adam A. Weigold, CFA

Senior Portfolio Manager, Head of Municipal Bonds,
Manulife Investment Management

Emily R. Roland, CIMA

Co-Chief Investment Strategist,
John Hancock Investment Management
 

 

Economic data and inflation readings have recently been sending mixed signals, making the path toward interest-rate cuts bumpier and potentially longer. For fixed-income investors, it’s a market full of potential from today’s high yields, but with the prospect of more surprises ahead. In equities, divergent valuations are creating risks in some market segments and opportunities in others.  

Join our interactive panel discussion as three of our portfolio managers explore the outlook for bonds and stocks heading into summer.   

You’ll have the opportunity to ask the panel questions as Emily R. Roland, CIMA, co-chief investment strategist, leads the conversation featuring Jeffrey N. Given, CFA, co-head of U.S. core and core-plus fixed income and senior portfolio manager for John Hancock Bond and Investment Grade Bond Funds, Michael J. Scanlon, Jr., CFA, portfolio manager of John Hancock Balanced Fund, and Adam A. Weigold, CFA, senior portfolio manager for John Hancock Municipal Opportunities Fund.

 

This event is intended for financial professionals only.

 

Presented by     

Beyond Bitcoin: Investing In Ethereum And The Real-World Applications of Blockchain

Complimentary Webcast 

 

This program has been accepted for one hour of CE credit from the CFP Board

and for one CE hour toward CIMA/CPWA/RMA and CEPA certifications.

 

June 6, 2024 | 2:00-3:00 p.m. ET

 

 

Featuring

 

Juan Leon

Senior Crypto Research Analyst,
Bitwise Asset Management
 
 

Ryan Rasmussen

Senior Crypto Research Analyst – DeFi, 
Bitwise Asset Management
 

Ethereum is the second largest crypto asset behind Bitcoin, but beneath the surface, it’s shockingly different. The Ethereum blockchain functions like an “app store” for crypto, hosting thousands of applications with millions of daily active users. And unlike many other crypto assets, Ethereum produces revenues in the billions of dollars each year, which makes it an interesting asset to value. This combination of factors is capturing the attention of Wall Street.

In this webinar, Bitwise Senior Research Analysts Ryan Rasmussen and Juan Leon will dive into the key topics financial advisors need to know about Ethereum, one of the world’s most compelling crypto assets.

Topics include: 

  • What is Ethereum? 
  • Five Ethereum-based applications that could change the world. 
  • How to value Ethereum. 
  • Building a crypto investment sleeve with Ethereum.

 

This event is intended for financial professionals only.

 

Presented by