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Business Development

Case Studies

Case Studies

Our Case Studies section brings technical opportunities to life with these practical examples based around a fictional family and their planning needs.

Business guides

Business guides

Our PruConsulting team have developed a series of simple but highly effective adviser guides.

Topics include marketing, creating business plans, developing professional connections, and lots more.

ClientFinder

ClientFinder

ClientFinder can help you identify new business development opportunities.

It highlights different client types in your area, and gives you a client profile overview and supporting material to help you connect with potential new clients.

Paraplanner Hub

Paraplanner Hub

This hub for paraplanners brings together lots of useful tools and resources into one place.

Whether you're looking for up-to-date fund information, calculators, core kit materials or CPD resources, you can access it all from here.

For UK Adviser Use Only - Not Approved For Use With Clients