Podcast appearances and mentions of john hancock investments

In this episode of The Rainmaker Podcast, Gui Costin sits down with Todd Cassler, Chief Growth Officer and Partner at Cerity Partners, to explore the strategies and mindset that have fueled Todd's success in financial services. With over 25 years of industry experience spanning roles at Mariner Wealth Advisors, John Hancock Investments, and Manulife Investment Management, Todd shares his journey from an unexpected start in insurance to leading growth initiatives at a firm managing $130 billion in assets.Todd discusses the nuances between institutional, wealth management, and retail channels, highlighting the key differences in decision-making processes. While institutional markets rely on professional buyers and defined frameworks, the wealth management space offers more flexibility to influence decisions at the point of sale. Todd emphasizes the importance of focusing on channels where firms have the highest probability of success, rather than chasing large mandates with low chances of conversion.The conversation delves into leadership and growth strategies. Todd stresses starting with clear goals, the “big rocks”, and having an honest reflection on an organization's capabilities. He advocates for focusing on high-impact areas rather than spreading resources too thin. On leadership, Todd champions empowerment, accountability, and adaptability. He believes in hiring talent for the future, fostering transparent communication, and delivering both positive feedback and constructive criticism to drive growth.Todd also touches on the critical role of technology, particularly CRM systems, in enhancing productivity, managing risk, and supporting data-driven decisions. For small teams skeptical of CRM adoption, he underscores its value not just as a sales tool but as an essential part of client retention and business continuity.Wrapping up, Todd offers advice to young professionals: show up, listen more than you speak, ask insightful questions to establish expertise, and invest in personal development. His insights provide actionable takeaways for fundraisers, sales leaders, and anyone looking to excel in financial services.

Show NotesTweet from Equity Clock -https://twitter.com/EquityClock/status/1757949750123340130?Tweet from Ryan Detrick -https://twitter.com/RyanDetrick/status/1757896351038197914?Tweet from a friend of the show, Seth Golden - https://twitter.com/sethcl/status/1753905094997766266?Tweet from Matthew Miskin at John Hancock Investments -https://twitter.com/matthew_miskin/status/1758092278059434119Tweet from FactSet -https://twitter.com/FactSet/status/1758947447076798764Tweets from FactSet -https://twitter.com/FactSet/status/1760037881937035740

Patti welcomes Tim King, Senior Vice President at John Hancock Investments, into the studio to discuss the intricacies of selling a business. Tim has a Certified Exit Planning Advisor designation, and he shares his expertise with Patti as they discuss the nuances of successfully putting your business up for sale and getting top dollar. There are actions that can derail a sale, and there are specific steps to take in advance of the decision to sell, which can set a business owner up for success. Whether you are a business owner looking to sell your business or looking to pass your company on to a family member, Patti and Tim break down the best ways to do so.

When your team is working all hours and you've equipped them with the best training as well as the latest technology, what more can you do to maximize sales productivity? In this episode, Katie McKay, Head of Sales Enablement and Distribution Strategy at John Hancock Investments, advises what you can do at the margin to drive performance and support employee happiness. We discuss mitigating burnout and strategies on how to support your team's wellbeing while maximizing success.

Jim Corridore, Equity Analyst at CFRA Research, discusses why he has buy recommendation on Boeing stock, despite the grounding of the 737 Max jetliner following two deadly crashes. Matt Miskin, Market Strategist at John Hancock Investments, explains how corporate earnings are impacting the markets. United Airlines CEO Oscar Munoz says whenever the Boeing 737 Max returns to service, every airline with that model must be ready to fly it safely and uniformly. He spoke to Bloomberg's Joe Weisenthal in Chicago.  Bloomberg Businessweek Editor Joel Weber and Chris Flavelle, Bloomberg News Climate Policy Reporter, talk about a researcher in Florida who is studying ways to breed cattle that can better handle the effects of global warming. And we Drive to the Close with Eric Clark, Portfolio Manager at Rational Dynamic Brands Fund. Hosts: Carol Massar and Vincent Cignarella.  Producer: Paul Brennan 

Jim Corridore, Equity Analyst at CFRA Research, discusses why he has buy recommendation on Boeing stock, despite the grounding of the 737 Max jetliner following two deadly crashes. Matt Miskin, Market Strategist at John Hancock Investments, explains how corporate earnings are impacting the markets. United Airlines CEO Oscar Munoz says whenever the Boeing 737 Max returns to service, every airline with that model must be ready to fly it safely and uniformly. He spoke to Bloomberg's Joe Weisenthal in Chicago.  Bloomberg Businessweek Editor Joel Weber and Chris Flavelle, Bloomberg News Climate Policy Reporter, talk about a researcher in Florida who is studying ways to breed cattle that can better handle the effects of global warming. And we Drive to the Close with Eric Clark, Portfolio Manager at Rational Dynamic Brands Fund. Hosts: Carol Massar and Vincent Cignarella.  Producer: Paul Brennan  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Katia Porzecanski, Bloomberg News Investing Reporter, discusses a hedge-fund startup run by Michael Phelps, a former head of European credit at BlackRock, attracting a $200 million investment from Blackstone Group. Emily Roland, Head of Capital Markets Research at John Hancock Investments, talks about concerns of the direction of markets. Kyle Bass, Chief Investment Officer at Hayman Capital Management, explains why he thinks President Trump has an opportunity to reset the U.S. relationship with China. Janet Lorin, Bloomberg News Endowments Reporter, talk about U.S. colleges raising $46.7 billion in the 12 months through June 2018, the ninth straight record year, as the lengthy bull market for stocks helped spur contributions. And we Drive to the Close of markets with Oliver Pursche, Chief Market Strategist at Bruderman Asset Management. Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan 

Katia Porzecanski, Bloomberg News Investing Reporter, discusses a hedge-fund startup run by Michael Phelps, a former head of European credit at BlackRock, attracting a $200 million investment from Blackstone Group. Emily Roland, Head of Capital Markets Research at John Hancock Investments, talks about concerns of the direction of markets. Kyle Bass, Chief Investment Officer at Hayman Capital Management, explains why he thinks President Trump has an opportunity to reset the U.S. relationship with China. Janet Lorin, Bloomberg News Endowments Reporter, talk about U.S. colleges raising $46.7 billion in the 12 months through June 2018, the ninth straight record year, as the lengthy bull market for stocks helped spur contributions. And we Drive to the Close of markets with Oliver Pursche, Chief Market Strategist at Bruderman Asset Management. Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on China, what to expect at G20, and investing in Mexico. Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, discusses: the response to Putin’s Ukraine aggression; the Mexico border situation. Emily Roland, Head of Capital Markets Research at John Hancock Investments, on why she's preparing to get defensive.

We welcome Christopher Link, the head of content at John Hancock Investments, to discuss how he built a team of writers into a formidably strategic asset for the company, one that does everything from protecting the brand story to making digital transformation possible. Mike and Jason just want writers to be cool again.

 Win Thin, Global Head of Emerging Markets F/X for Brown Brothers Harriman, on emerging markets, currencies, and Turkey in freefall.  Matt Miskin, market strategist for John Hancock Investments, on why the yield curve will invert if the Fed hikes four times. Logan Mohtashami, Senior Loan Officer for AMC Lending, on why there is no such thing as affordable housing in America. Leigh Curyer, CEO of uranium mining company NexGen Energy, on how Russia may countersanction uranium, and the outlook for nuclear energy.

Molly Scannell is a creative director who's worked with a number of ad agencies including SapientNitro and Mullen. She has nearly 20 years experience working in visual and user experience design with a long and diverse list of clients including John Hancock Investments, Chrysler Group, Lane Bryant, Liberty Mutual, Smithsonian, Yale School of Management, and CBS.In addition to being a competitive rower for the past 20+ years, her abundant energy also flows into her role of mothering three amazing daughters. As a result of pursuing her own personal art projects and then posting the results on Instagram, she has developed a personal following that has not only encouraged more art work but also given her career a bump.