Creating a sustainable practice
We offer resources to help you build, grow, and manage your practice—covering everything from communicating your value and mastering your digital presence to prospecting effectively.
Practice Management Network:
building a better practice
Through our Practice Management Network, we're committed to providing you with a robust suite of resources to help show you a better way to grow your practice. Designed to support your success, the program provides solutions to help you meet your clients’ evolving needs while taking your business to the next level.
Building better outcomes
(coming soon)
From market analysis to behavioral finance to portfolio construction, our goal is to help you build better outcomes for your clients.
Acquiring and serving business owner clients
(coming soon)
We want to be the firm you turn to for help with this potentially lucrative client segment. We're committed to providing you with the education, tools, and resources to support you and your business owner clients.
July 24, 2025
Understanding TCR and the value of advice
Determining the value of a service can be a tricky issue. It’s natural to want to pay as little as possible for something but when that service provides value and helps you on the path to achieving important goals, it can be well worth the money.
February 4, 2024
Bring the magic
Many clients find their financial advisor through word-of-mouth, so how do you get your clients to refer you to others? It’s not always easy, but getting clients to talk about you in a positive light can lead to more introductions and referrals.
January 20, 2024
Get your head in the game!
Coaching your clients through important investment decisions.
June 1, 2022
Growing your small business niche
Attracting and keeping top talent is always a challenge and increasingly, small business owners are feeling the pressure to get creative with incentives This presents an opportunity for advisors who can assist businesses of all sizes in setting up extended health and dental benefits for their staff.
December 22, 2021
The business of philanthropy
How to include charitable giving in the advisor-client conversation.
October 28, 2022
Advisors can be the quarterback for a client’s estate plan
No one is more clued into what’s going on with their clients, says Manulife Investment Management tax expert
Continuing education
Find digital CE-accredited courses to enhance your practice knowledge. Effortlessly monitor your course progress and instantly download completed course credits.
Need guidance on practice management? We’re here to help
Use our request a callback feature to connect with a knowledgeable representative who can walk you through the essentials of practice management and answer your questions.
Important disclosures
Important disclosures
The information provided in this presentation is for advisor use only and is not intended for the general public.
All overviews and commentary are intended to be general in nature and for current interest. While helpful, these overviews are no substitute for professional tax, investment or legal advice. Clients should seek professional advice for their particular situation. Neither Manulife, Manulife Investment Management Limited, Manulife Investments, nor any of their affiliates or representatives is providing tax, investment or legal advice.
This material was prepared solely for informational purposes, does not constitute an offer or an invitation by or on behalf of Manulife Investments to any person to buy or sell any security and is no indication of trading intent in any fund or account managed by Manulife Investments. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. Unless otherwise specified, all data is sourced from Manulife Investments. Manulife Investments is a trade name of Manulife Investment Management Limited.
Certain statements contained in this communication are based in whole or in part on information provided by third parties and Manulife Investments has taken reasonable steps to ensure their accuracy but can’t be held liable for such information being inaccurate. Market conditions may change which may impact the information contained in this document.
Manulife, Manulife & Design, Stylized M Design, and Manulife Investments are trademarks of The Manufacturers Life Insurance Company and are used by it and by its affiliates under license.
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