Segmentation
Paraplanner Assembly Series 2020 – PROD
83 min read 23 Mar 20
This event was run in conjunction with the Paraplanners Assembly while the M&G Wealth Platform was known as the Ascentric Platform.
We know that Paraplanners are crucial to the financial planning process.
So we’re delighted to support the Paraplanners Assembly - informal gatherings designed by Paraplanners for Paraplanners to exchange views, learn, fix and share things.
This series titled the Magnificent Five aims to provide you with information and resources to support you in the ever changing financial landscape.
First up – PROD – The new Sheriff in Town
Watch lang cat’s Mike Barratt, M&G Wealth’s John Allen and the Assembly's Richard Allum getting to grips with:
- PROD and segmentation
- CIPs and CRPs –what's the difference and how do they work together?
- How do you deliver the right client outcomes?
- Where are the exceptions?
- And don’t forget the session is CPD-able – answer our questions to get your certificate
Looking for more
After each Assembly we share some great hints, tips and tools to keep you on the right track.
- Take a look at the slides used in the webinar as a recap
- Creating a process – look at the PROD checklist
- Putting segmentation and PROD rules in to practice – at a glance
Other Assemblies
- A journey to the CIP Frontier - Assembly 2
- The CRP shindig – Assembly 3
- Building and managing your SRI/ ESG strategy – Assembly 4
- Wrappers and tax – Assembly 5
The information contained in this page is for professional Financial Adviser use only. If you are a private investor, please visit the Private Investor section or contact your Financial Adviser for more information.