Date: Tuesday, September 7th, 2021
Time: 2:00 p.m. ET |11 a.m. PT
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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! (Not able to attend? We recommend you STILL REGISTER – you will receive an email with how to access the recording of the event)
|Ryan Wellman | ETF Product Manager | John Hancock Investments
Ryan spent the majority of his career in product management and development roles at several asset management firms. He spent several years at Janus Henderson Investors, a leading global active asset manager in Denver and London where he served as a Product Specialist on the firm’s equity and liquid alternative strategies. He also held various roles at the Harvard Management Company focused on credit and interest rate derivatives.
|Katie Baker | Senior National Account Manager and Model Delivery lead | John Hancock Investments
Katie began her career at John Hancock in 2008. She has been an internal wholesaler, an external wholesaler and is currently a Senior National Account Manager and Model Delivery Lead. Katie is responsible for managing day to day operations at national broker dealers, TAMPs and model marketplaces on behalf of John Hancock Investment Management. Katie also has a working role on the growing model portfolio team at John Hancock Investment Management and is an active speaker for the firm at national conferences and webinars. Prior to John Hancock, Katie came from Norbury Financial, a firm that helped manage the research process for institutional investors to help them make faster, better-informed investment decisions. Katie also worked in the medical device industry where she covered the Boston, Massachusetts area. Katie graduated from Merrimack College in 2003 with a B.S. in Biology/Pre-Medicine. She holds her Series 6, 7 and 63 as well as her CRPC. Outside of work Katie is a board member on the Boston Children’s Hospital Family Advisory Council as well as the Boston Children’s Hospital Emergency Department Advisory Council.