Value acceleration for RIAs: identifying the value gap – John Hancock Investment Management – 2.11.25

Summary:

Now On Demand CE
Register to join business educator Justin Goodbread and John Hancock Investment Management for a webcast on actionable strategies for RIA owners.

In this foundational session of our six-webinar series, “Elevating RIA practice growth—a strategic road map to increase your enterprise value,” we’ll introduce the concept of value acceleration and the importance of exit planning to grow the value of your firm. This session will focus on two gaps that can be critical to an RIA’s long-term success:

• Value gap: The difference between the maximum value of your business if it were fully optimized and where your business value currently stands today
• Wealth gap: The difference between your personal net worth today excluding the business value and the asset total you’ll need to reach your long-term goals

• An understanding of the value gap and wealth gap, and how they apply to your business
• A link to a custom assessment to measure the potential value and wealth gap in each practice
• Actionable steps to start addressing these gaps immediately

Accepted for 1 CFP^® / IWI / CFA CE Credit

Speakers:

Justin is a best-selling author, a keynote speaker, a five-time Top 100 Financial Advisor (Investopedia), and the youngest inductee into the Exit Planning Hall of Fame. He built an RIA from $0 to 8 figures in just 49 months and helps advisors achieve their own business growth goals.

Lee leads the firm’s RIA distribution team, working with RIAs and family offices nationwide. Previously, he was a divisional sales manager overseeing investment product distribution in the central United States. Prior to joining John Hancock Investment Management in 2016, he held senior sales positions with firms such as Lincoln Financial and AXA.