Prudential - Client meeting and reviews
Meeting with clients, both new and existing, provides you with the opportunity to demonstrate your value, as well as understand their needs and goals.
Prudential want to help you do this so here's some support they think you'll find useful.
Adding value at the client review - webinar
Listen to Les Cameron, Head of Technical, taking you through the tax and planning considerations and some short case studies considering where adjusting the tax wrapper allocation could improve customer outcomes.
Watch the webinar
Insightful articles from our Technical Team
Adviser to client warm up email templates
Client guides
Data capture and checklists
Videos for your client
Tools and calculators
They have a range of industry-renowned tools including the Retirement Modeller and Tax Relief Modeller which can help you plan client reviews.
See the full range
