Resources & Tools

Weekly Market Recap 700 350 sgi@smithgroupinc.com

Weekly Market Recap

Weekly insights and market overviews from John Hancock.

The Elements of Extraordinary Teamwork 700 350 sgi@smithgroupinc.com

The Elements of Extraordinary Teamwork

This flexible, ongoing curriculum will help you combine the core elements of team chemistry to transform your team and provide an exceptional client experience.

BrainWorks: Simple Solutions for Staying Sharp 700 350 sgi@smithgroupinc.com

BrainWorks: Simple Solutions for Staying Sharp

Learn the critical components of brain health and training with this program, as well as help your clients create a personalized plan for training their brains like their bodies.

Igniting Acquisition: FireStarters 700 350 sgi@smithgroupinc.com

Igniting Acquisition: FireStarters

This program offers a step-by-step process to ignite client acquisition by targeting the “right” prospects and delivering an extraordinary prospect experience to win over new clients.

The Science of Negotiations 700 350 sgi@smithgroupinc.com

The Science of Negotiations

Learn the process to unlock and understand your clients’ deepest interests and turn every negotiation into a win/win.

Portfolio Construction & Strategy 700 350 sgi@smithgroupinc.com

Portfolio Construction & Strategy

This tool is designed to help you keep your clients on track while giving you a distinct competitive advantage.

Why Some Advisory Teams Do More Business than Others 700 350 sgi@smithgroupinc.com

Why Some Advisory Teams Do More Business than Others

Knowledge Labs™, in collaboration with The Investments & Wealth Institute and Cerulli Associates, explored 2,800 Advisory Practices to learn what qualities are shared by the most successful teams.

Biagnostics 700 350 sgi@smithgroupinc.com

Biagnostics

Behavioral finance meets client experience.

Addressing Rising Stress 700 350 sgi@smithgroupinc.com

Addressing Rising Stress

A recent survey on the drivers and impact of negative stress on FAs.