Date: Tuesday, September 7, 2021

Time: 2 pm ET | 11 am PT

Earn: 1 Hour CE Credit*

Cost: Complimentary

Sponsored by: John Hancock Investment Management

In recent years, misconceptions about model portfolios have kept some financial professionals from seriously considering them for their clients and business.  You’ve probably thought or believed some of the common myths: “Models will not add tangible benefits to my practice”, “My clients want me to act as CIO”, or even, “Transitioning to models will be time-consuming”. The truth, however, is that implementing model portfolios could be the crucial next step to build better outcomes for your business and your clients.

Join this webcast to learn about:

• 4 common myths regarding models and why they aren’t true

• Responding to pushback from investors & explaining the benefits of models to your clients

• Why model portfolios are a huge area of growth for financial professionals

• 3 steps for implementing model portfolios in your practice (including case studies and ideas)

*This webcast is approved for CPA, CFP, and CIMA continuing education credit, with registration and attendance for full duration of webinar. This webcast is for financial professionals only.

REGISTER NOW!

Speakers: 

Ryan Wellman | ETF Product Management | John Hancock Investments

Katie Baker | Senior National Account Manager and Model Delivery lead | John Hancock Investments