External sales team
- Experienced and licensed professionals located across the country
- Over 20,000 meetings held with over 50,000 financial advisors in the past year
- Personalized support to advisors through branch meetings, one-on-one meetings, office walkthroughs and client seminars
- Client solutions offer not just products, but strategies to help advisors address individual client needs and goals
- Weekly meetings to discuss successes in the field and how additional advisor partnerships can be created
Internal sales team
- Sales consultants in the home office
- Over 220,000 outbound calls with over 27,000 packages sent to financial advisors in the past year
- Prospecting, building brand awareness, and compiling database intelligence
- Schedule/follow-up related to external office visits
- Weekly meetings to discuss successes and how additional advisor partnerships can be created
- Toastmasters International- all internal sales employees participate to refine their public speaking skills
Marketing team
- Consists of writers, project coordinators and graphic design professionals
- Create edgy, interesting campaigns that will stick in financial advisors minds
- Development of emails, direct mail, core collateral, webinars, websites and multimedia
- Ability to change direction and focus quickly as markets and industries change
- Licensed professionals in constant communication with sales team to keep our focus on what is important to the financial advisor and their clients
Distribution
- 500,000 person database of investment professionals in the home office
- Thousands of financial advisors emailed best client ideas and product information weekly
- Monthly webinars and conference calls
- Mailers strategically sent to largest producers daily