Narrator: A successful advisory practice today means fresh ways to succeed tomorrow. To take your practice to the next level, turn to MFS Advisor EdgeSM. As one of the industry’s most comprehensive value add programs, MFS Advisor Edge helps you create your ideal practice, grow your business and better serve your clients.
Jenine Garrelick:
We feel that financial advisors are a life advisor and when it comes to their clients, everybody goes through a journey, whether it's sending their children to college, whether it's caring for their parents or saving for their retirement. We have programs that can follow all of your clients through that financial journey of life. We have programs like Heritage Planning and Heritage Planning was the original value add program that entered our industry 20 years ago. It takes you through all life events that a client can experience.
Doug Orton:
So whether they're deciding what nursing home their mom might need to go into, how to help their recent college grad find a job or how they can navigate a job change. Heritage Planning has resources that can help you help your clients make better decisions.
Doug Orton:
Any time we go through a period of volatility, clients change from a long-term focus to a short-term focus. And we know that short-term-ism is one of the biggest threats to your client's long-term success. So, we've developed resources to help you frame the volatility discussion, to get them out of the short-term noise and back focused on their long-term goals, the things that they can control and you can control to make them more successful.
Narrator:
How do you keep the clients you already have? Using MFS Advisor Edge, we’ll show you ways to better serve those clients, build off those relationships and create new business.
MFS Advisor Edge…Focused on your needs so you can focus on your excellence.
The views expressed are those of the speaker and are subject to change at any time. These views are for informational purposes only and should not be relied upon as a recommendation to purchase any security or as a solicitation or investment advice from the Advisor.
Note to Europe (ex UK and Switzerland) readers: Issued in Europe by MFS Investment Management (Lux) S.à r.l. (MFS Lux) – authorized under Luxembourg law as a management company for Funds domiciled in Luxembourg and which both provide products and investment services to institutional investors and is registered office is at S.a r.l. 4 Rue Albert Borschette, Luxembourg L-1246. Tel: 352 2826 12800. This material shall not be circulated or distributed to any person other than to professional investors (as permitted by local regulations) and should not be relied upon or distributed to persons where such reliance or distribution would be contrary to local regulation.
This material should be used as helpful hints only. Each person’s situation is different. You should consult your investment professional or other relevant professional before making any decisions.
49143.2