Building Your Business
As the retirement wave approaches, do you have the right strategies in place to attract and retain the increasing number of retired investors? You'll also need client education materials, innovative retirement planning tools and marketing support to fully take advantage of this opportunity.
Russell is your retirement partner. We're dedicated to helping get your practice retirement-ready. With leading-edge retirement portfolio solutions, effective practice management support, client-friendly online tools and compelling communication pieces, we are here to help you build your business.
Click below for tools and documents
Workbooks and Tools
- Russell Retirement Essentials · Lifestyle · Estate Tool
- Prospect the retirement market and grow your
AUM
in 3 easy steps
- RREP Tax Efficiency Illustration Tool
- Russell Practice Transition Tool

- Russell
Retirement Insights

- Pre-Meeting
Worksheet

- Proposal
Generator for the RREP

- Russell Retirement Essentials Portfolio Manager Allocation Tool

Prospecting Letter
Research
- Most advisors unprepared to fully benefit
from retirement wave

- Canada
Retirement Research Report July 2008

- Make
Sure You Don't Outlive Your Money

- Income
For A Lifetime

- 10/30/60 rule (Advisor Only)

- 10/30/60 rule (Investor Only)

- "The
10/30/60 Rule: Where Do Defined Contribution (DC) Plan Benefits Come From? It's
Not Where You Think." Russell DC Insights (U.S.), January 2008.

Other Resources
