MFS Investment Management announced Wednesday the launch of the next module in its “Advanced (k)” practice management program for advisors.
The new module, “Building a Standout Approach,” is a step-by-step guide for delivering retirement plan management resources to clients. It focuses on key areas for representing advisors’ practices in finals presentations and other client interactions.
“Advisors’ ability to differentiate their retirement practices, knowledge and value in a crowded marketplace is a key to long-term success,” said Matthew Gannon, head of Defined Contribution Investments for Boston-based MFS, in a statement. “A dynamic presentation detailing advisors’ practices should be part of every advisor’s business-building tool kit.”
Boston-based MFS Investments manages $208.2 billion in assets on behalf of individual and institutional investors worldwide, as of Sept. 30.