Skip to content

2026 SPEAKER LINEUP

The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.

RESOURCE & SOLUTION LABS

Lee Small

Senior Vice President, RIA Channel Sales Managerhannel

A Strategic Roadmap for FAs Looking to Acquire and Serve Business Owner Clients

CONNECT ON LINKEDIN

Lee Small is the RIA Channel Sales Manager for Manulife John Hancock Investments, In this role, Lee leads the firm’s RIA distribution team, working with RIAs and family offices nationwide. Previously, he was a divisional sales manager overseeing...

ABOUT LEE

Lee Small is the RIA Channel Sales Manager for Manulife John Hancock Investments, In this role, 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. He is a highly sought after keynote speaker specializing in practice management topics related to the business owner client segment. Prior to joining John Hancock Investment Management in 2016, Lee held senior sales positions with firms such as Lincoln Financial and AXA.

HAVE QUESTIONS? WE'RE HERE TO HELP