Overview: |
Title: Value acceleration for RIAs: identifying the value gap |
Date: Tuesday, February 11, 2025 |
Time: 2:30 PM Eastern Standard Time |
Duration: 1 hour |
Register Now: |
Already Registered? |
Summary: |
||
Now On Demand CE
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. |
Manulife, Manulife Investment Management, Stylized M Design, and Manulife Investment Management & Stylized M Design are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates under license.
NOT FDIC INSURED. MAY LOSE VALUE. NO BANK GUARANTEE. NOT INSURED BY ANY GOVERNMENT AGENCY.
THIS MATERIAL IS FOR INSTITUTIONAL/BROKER-DEALER USE ONLY. NOT FOR DISTRIBUTION OR USE WITH THE PUBLIC.
MF4154577 RIAWBNR1EM 1/25
John Hancock Investment Management Distributors LLC, Member FINRA, SIPC 200 Berkeley Street, Boston, MA 800-225-6020, jhinvestments.com