RDR Toolkit Modules

MGM Advantage has produced a series of bite-sized modules to add to the RDR Toolkit, covering areas such as barriers to paying fees, overcoming objections, segmenting your client bank and more. Each module will be published on www.mgmadviser.com/rdr over the coming weeks.

Module 1: The effects of RDR on those advising individual clients on annuity and drawdown products.

Coming next...Module 2: Developing an advice proposition for retirement clients

Essential RDR Toolkit

The Retail Distribution Review (RDR) that comes into force on 1 January 2013 gives you the opportunity to reposition your business with prospective clients.

MGM Advantage has pulled together a toolkit to help you market your business, particularly to clients at the point of retirement. Including sales aids, case studies and a customer brochure, the toolkit spells out to clients why it is essential to take financial advice at retirement.

Commissioned jointly by MGM Advantage, Just Retirement, LV= the programme has been produced by a team of industry specialists each with complementary skills and practical experience of building a business and advising clients.

You can browse the toolkit contents on mgmadviser.com/rdr and order your free toolkits online.

Be quick while stocks last!