The program, “Building a Standout Approach,” is a step-by-step guide for preparing and delivering retirement plan management resources and capabilities to clients. The new module focuses on key areas for representing advisers’ practices in finals presentations and other client interactions.
Highlights of the MFS Advanced (k) “Building a Standout Approach” module include:
- Preparation: offers a tool designed to help advisers determine the content to present
- Organization: presents a tool designed to organize and structure the content in a meaningful way, focusing on clients’ needs
- Analysis and Delivery: provides tips and strategies on understanding a specific audience, with suggestions on how to refine a base presentation for multiple uses