Case study: PlanForward

Title: PlanForward
Project: Series of practice management tools for financial advisors
Design: In-house
Client: Invesco AIM
Service: Concept, naming, program rationale and structure, writing

The PlanForward series of educational modules enabled financial advisors to enhance and reinforce the value of their service to retirement plans.

The structure of the ongoing program is open-ended but was initially designed to cross-reference among five key topics: fiduciary responsibility, plan reviews, designing effective employee education, sizing up the market for selling and servicing retirement plans, and moving one’s practice upmarket.

Modules generally consist of an advisor guide, sales ideas, presentations, workbooks and worksheets, proposals, letter texts, calendars and checklists that equip advisors with a turnkey method of easily managing their practices for improved service and sustained growth.

Produced in partnership with Quantum Marketing Partners.

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