Click here to view our recent on-demand webcast presentations.
April 26, 2024 | 2:00-3:00 p.m. ET
Featuring
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Russ Prince
Private Wealth Expert
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Jerry D. Prince
Director of Integrated Academy, Integrated Partners
Integrated Academy |
Many professionals consider physicians, especially the wealthier and more successful ones, “ideal” clients. They can be very profitable for wealth managers who help them address their often-extensive financial needs.
Wealthy physicians have the following characteristics:
- They are in private practice.
- They have $2 million or more in investable assets.
- Half those surveyed have a net worth of between $5 and $10 million.
- Thirty percent had a net worth between $10 and $20 million, with the remaining 15% having a net worth greater than $20 million.
In a survey of 277 wealthy physicians, we determined whom they rely on most to make financial decisions and how wealth managers can benefit. We also identified the opportunities for wealth managers to add value through estate planning, exit planning, retirement planning, and asset protection planning.
This one-hour webinar will review the research and explain how to cultivate wealthy physicians most effectively.
This webinar is for wealth managers who:
- Are determined to deliver exceptional value to wealthy physicians.
- Are highly motivated to manage their assets.
- Are willing to move beyond their comfort zones to try proven business development strategies they are currently not using.
The webinar is also for senior management of wealth management firms wanting to support their wealth managers in excelling by working with wealthy physicians.
This event is intended for financial professionals only.
Ed Slott's Mid-Year IRA Planning Opportunities 2024
Complimentary Webcast
May 14, 2024 | 1:00-2:00 p.m. ET
Featuring
Ed Slott, CPA
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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Complimentary Webcast
April 25, 2024 | 2:00-3:00 p.m. ET
Featuring
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Craig Martin
Executive Managing Director, Global Wealth and Lending
J.D. Power
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Erinn Ford
EVP, Advisor Engagement
Osaic
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Don't miss this opportunity to enhance your client relationships and drive organic growth.
Presented by 
Complimentary Webcast
March 12, 2024 | 2:00-3:00 p.m. ET
Featuring
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Brandon Stuerke
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:
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Increase Your Seminar Attendance and Eliminate No Shows!
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Follow Up and Convert Seminar Attendees Into Appointments... Without Ever Picking Up The Phone
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Qualify Leads and Appointments, Eliminating Wasted Time With Unqualified Prospects
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Fully Automate Your Appointment Generation From Initial Inquiry to Booking
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Increasing Your Appointment Stick Rate (No More Getting Ghosted by Prospects)
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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.
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Complimentary Webcast
March 7, 2024 | 1:00-2:00 p.m. ET
Featuring
Kathleen Pritchard, CPWA®, CRPC®, CEPA®, ChFC®, CLU®, CFS®
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 
Complimentary Webcast
February 7, 2024 | 1:00-2:00 p.m. ET
Featuring
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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.
Sponsored by
Enhance Your Portfolio in 2024 with Life Sciences Exposure
Complimentary Webcast
January 30, 2024 | 1:00-2:00 p.m. ET
Featuring
Yuri Khodjamirian, CFA
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.
Sponsored by 
Client Acquisition Masterclass: A Proven Process To Master Client Acquisition
Complimentary Webcast
January 23, 2024 | 2:00-3:00 p.m. ET
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:
- Who should your target client be and why?
- What's the biggest mistake most financial advisors make and what to do about it?
- Why is it easy to “steal” (rescue) the best clients from established advisors?
- 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 
Client Acquisition Masterclass: A Proven Process To Master Client Acquisition
Complimentary Webcast
December 14, 2023 | 2:00-3:00 p.m. ET
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:
- Who should your target client be and why?
- What's the biggest mistake most financial advisors make and what to do about it?
- Why is it easy to “steal” (rescue) the best clients from established advisors?
- 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
Featuring
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Ed Slott - Expert FA Trainer
FEATURING LIVE Q&A WITH AMERICA’S IRA EXPERTS
- 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
Featuring
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Craig Martin Executive Managing Director, Global Wealth and Lending Intelligence J.D. Power |
H. Adam Holt, CFP®️, ChFC®️
CEO and Founder
Asset-Map
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Derek Notman, CFP®️ CEO
Couplr
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Sponsored by
Complimentary Webcast
December 7, 2023 | 2:00-3:00 p.m. ET
Featuring
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Colleen Bell President, Innovation and Experience Cambridge Investment Group, Inc. |
Jeff Vivacqua President, Growth and Development Cambridge Investment Group, Inc. |
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
Featuring
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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 |
Sponsored by
Understanding Social Security Decisions
Complimentary Webcast
December 5, 2023 | 1:00-2:00 p.m. ET
Featuring
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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 |
- The roots of Social Security
- Where Social Security stands today
- Changes to know about for 2024
- Helping to maximize your clients’ Social Security benefit
Uncovering Opportunities to Support High Net Worth Households
Complimentary Webcast
December 4, 2023 | 2:00-3:00 p.m. ET
Featuring
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Moderator: Zach Parker, CFP®, MBA
Senior Vice President, Wealth Planning Advice & Innovation
Osaic
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Speaker: Ryan Yamada, CFP® RICP® BFA™
AVP Advanced Planning
Osaic
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Speaker:
Mike Randall
Director of Business Development
Premiere Trust
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Speaker:
Mike Raczkowski, J.D., CFP®
SVP, Head of Advanced Planning, Sales Support & Underwriting
Highland Capital Brokerage
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Sponsored by .png){kind=logo}
Empowering Business Owner Conversations
Complimentary Webcast
November 16, 2023 | 1:00-2:00 p.m. ET
Featuring
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Michelle Fuller, CEPA®, CIMA®, CETF® Managing Director of High Net Worth DistributionJohn Hancock Investment Management |
Andrew J. McFetridge, CEPA®, CPWA®, CRPC® Head of Strategic Relationships and Investment Specialists John Hancock Investment Management |
Key takeaways
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
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:
- Who should your target client be and why?
- What's the biggest mistake most financial advisors make and what to do about it?
- Why is it easy to “steal” (rescue) the best clients from established advisors?
- 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
Complimentary Webcast
November 1, 2023 | 1:00-2:00 p.m. ET
Featuring
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Nancy Steenson
College Admissions Coach
Steenson College Coaching
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Doug Lyons, CRPC®
529 Specialist
John Hancock Investment Management
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- 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
Complimentary Webcast
October 18, 2023 | 2:00-3:00 p.m. ET
Click here to view on demand.
Featuring
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Craig Martin
Executive Managing Director, Global Wealth and Lending
J.D. Power
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- 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
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Brett Orvieto Managing Managing Director, Senior Wealth Advisor Dakota Wealth Management |
Ben Cruikshank President Flourish |
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
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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 .png){kind=logo}
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
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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
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R. Barkley Payne
President and Executive Director
Invest in Others Charitable Foundation
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John Hyland
Invest in Others Board & Co-founder
and Managing Director
Private Advisor Group
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Gail Perry-Mason
Senior Director-Investments Oppenheimer & Co. Inc. &
winner of the 2022 Invest in Others Lifetime Achievement Award
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- Over $5,000,000 granted since 2007
- More than 500,000 lives impacted each year
- Over 500 charities supported since 2007
Sponsored by 
Complimentary Webcast
August 8, 2023 | 1:00-2:00 p.m. ET
Click here to view on demand.
Featuring
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Casey Baum Portfolio Manager Dimensional Fund Advisors |
Stanley Black Co-Head of Strategy ResearchDimensional Fund Advisors |
- 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
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
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Mitch Anthony |
Steve Sanduski, CFP |
- 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.
Sponsored by 