Interactive tools you can use with clients to map out their financial plan.
Webinars That Work
How to plan and promote memorable Virtual Events.
Your Unique Value Proposition
More than a niche, it’s a calling.
War on Stress
Addressing rising stress and its concerning negative impact
The Age of Anxiety
Professional fund buyers seek alpha, diversification — and defense.
PODCAST: Market Movements
Outlook and Valuations for US Equities.
The Case for International Small-Cap
International small-cap stocks are often under-utilized in a portfolio. An allocation may offer investors the potential to generate higher absolute and risk-adjusted returns.
Think Small: International Small Cap Offers Big Opportunities
Market inefficiencies in international small cap have allowed active managers to add meaningful value.
Practice Management Insights
Opportunities and insights on how to engage with clients and manage your business.
Enhancing the Interview Process
Beyond the need to capture financial data about new or existing clients, an interview session is the primary opportunity to understand clients’ objectives.
Chief U.S. Economist Lara Rhame’s 10 for ’20
2019 will be a tough act to follow, with widespread gains fueled by central bank easing and falling rates.
Tax Cuts and Jobs Act
Tax Cuts and Jobs Act is the most substantial overhaul of the Internal Revenue Code since 1986. Help your clients understand how it will affect them.
Defined Contribution Resources
Explore resources to help you start or augment your DC business.
Use these client-use presentations and supporting materials to share timely investment topics with clients.
Social Security Optimizer
This tool can help you customize benefits filing strategies for your clients.
What’s Your Retirement Income IQ?
Are you an expert on what it takes to generate income once your regular paycheck stops?
Compare up to five funds from across a wide range of performance and risk metrics.
Weekly Market Recap
Weekly insights and market overviews from John Hancock.
The Elements of Extraordinary Teamwork
This flexible, ongoing curriculum will help you combine the core elements of team chemistry to transform your team and provide an exceptional client experience.
BrainWorks: Simple Solutions for Staying Sharp
Learn the critical components of brain health and training with this program, as well as help your clients create a personalized plan for training their brains like their bodies.
Energy for Performance
Tools to help you sustain your energy for a life of purpose, engagement and peak performance.
Igniting Acquisition: FireStarters
This program offers a step-by-step process to ignite client acquisition by targeting the "right" prospects and delivering an extraordinary prospect experience to win over new clients.
The Science of Negotiations
Learn the process to unlock and understand your clients' deepest interests and turn every negotiation into a win/win.
The Art of WOW
This program helps you systemize "WOW" across your practice – helping you cultivate loyalty among existing clients and attract new business.
Portfolio Construction & Strategy
This tool is designed to help you keep your clients on track while giving you a distinct competitive advantage.
Why Some Advisory Teams Do More Business than Others
Knowledge Labs™, in collaboration with The Investments & Wealth Institute and Cerulli Associates, explored 2,800 Advisory Practices to learn what qualities are shared by the most successful teams.
Planning for the Inevitable
This survey helps understand how financial advisors are approaching succession planning.
Portfolios Designed to Stand the Test of Time
flexible, cost-efficient asset allocation framework.
Behavioral finance meets client experience.
Addressing Rising Stress
A recent survey on the drivers and impact of negative stress on FAs.