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MFS Launches ‘Advanced (k)’ Practice Management Module

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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.

MFS originally launched Advanced (k) in 2009 as a business-building program for retirement-focused advisors. MFS has partnered with Ann Schleck & Co., a marketing, sales and client service consultant to the retirement industry, to develop resources geared toward expanding a successful retirement plan practice. MFS also works with Bob Rafter and RJR Consulting to provide thought leadership and guidance on ERISA related matters.

“The value proposition of the best practices, tips, and ideas offered in the new module can apply to any number of situations–including finals presentations–in which advisors or platform wholesalers need to represent their practices or demonstrate their expertise and value to clients and business partners,” said William Loesch, director of Investment Only Marketing for MFS, in a statement.

Highlights of the MFS Advanced (k) “Building a Standout Approach” module include:

  • Preparation: offers a tool designed to help advisors 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.

Read more about MFS and retirement planning at


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