S E L E C T E D   C L I E N T S
AXA Advisors
-
Citibank Private Bank
-
Deutsche Bank
-
Guardian

JP Morgan Chase
-
Merrill Lynch
-
New York Life (sample)
-
Park Avenue Portfolio
-
UBS Paine Webber


Supporting the
Sales Force
that Supports You

Educating and motivating your sales force means providing easily digested information in a variety of formats, from sales guides to multi-media presentations.

W H A T  W E   D O
• Sales training materials in all media--print, digital, video, audio
• Sales contests and incentives
• Train-the-trainer materials
• Market and industry profiles
• Prospecting letters and kits

SAMPLE PROJECTS
• Regularly updated guides to marketing support available to branches from product areas (paper and on-line)
• Segmentation strategy training
• Broker guides to retirement plans
• Broker guides to managed accounts
• Sales force training on market planning

C A S E   S T U D Y
Internal messages that break through
the clutter

Problem: Any organization's sales force is overwhelmed with messages. To make a new core marketing strategy heard above the noise, we created:

• A series of communications explaining the new program, using internal on-line messaging and other corporate internal communications.

• A hands-on computer program to help staff understand the basis for customer segmentation.

• Three colorful, easy-to-read, informative self-training manuals.

• Leaders' guides to training manuals, videos and computer disks, to help branch managers facilitate discussion



 

Result: Focus groups showed that sales force had understood concept and were able to use it in the field.