NEW YORK – September 10, 2008 – Interactive Communications Inc. today announced the release of, “The Quick and Essential Wholesaler Handbook,” a reference guide that presents industry best practices to increase wholesaler success, deepen advisor relationships, and work smarter to attract and retain investment assets. “As sales coaches, we spend a great deal of time traveling with external wholesalers and listening to internal wholesalers make their calls,” comments Claudia Fogelin, Managing Partner of Interactive, “this guide represents a compilation of the tips and suggestions we provide on a daily basis to boost sales effectiveness.”The Handbook is designed to be a quick read, with reference sections geared specifically to classic missteps of external and internal wholesalers, along with 7 habits of highly successful sales professionals in each of these roles. Building on the popularity of Interactive’s previous guides, this new tool offers more content and fresh insights presented in a concise, handy reference format.
Keith Hartstein, President & CEO of John Hancock Funds observes, “I consider Interactive’s Handbook must-reading, not only for those in the field and on the phones, but also for everyone associated with crafting the messages we deliver to our clients and prospects. It captures the essence of what it takes to be an effective financial services wholesaler or internal wholesaler.” “If you think of selling as a sport, like golf, top performers achieve their success through a relentless focus on a few basic skills. This guide isn’t breaking new ground but rather serving as a quick reference to the skills that matter most to get to the top of your game,” adds Mary Anne Doggett, Managing Partner of Interactive.
About Interactive Communications, Inc.
Founded in 1994 by Mary Anne Doggett and Claudia Fogelin, Interactive Communications, Inc. is a sales consulting firm that works exclusively with financial services firms – asset managers, banks, insurance companies, and investment firms – to advance the way they design, build, and increase the effectiveness of their distribution organization.
Contact: Mary Anne Doggett
Keith Hartstein, President & CEO of John Hancock Funds observes, “I consider Interactive’s Handbook must-reading, not only for those in the field and on the phones, but also for everyone associated with crafting the messages we deliver to our clients and prospects. It captures the essence of what it takes to be an effective financial services wholesaler or internal wholesaler.” “If you think of selling as a sport, like golf, top performers achieve their success through a relentless focus on a few basic skills. This guide isn’t breaking new ground but rather serving as a quick reference to the skills that matter most to get to the top of your game,” adds Mary Anne Doggett, Managing Partner of Interactive.
About Interactive Communications, Inc.
Founded in 1994 by Mary Anne Doggett and Claudia Fogelin, Interactive Communications, Inc. is a sales consulting firm that works exclusively with financial services firms – asset managers, banks, insurance companies, and investment firms – to advance the way they design, build, and increase the effectiveness of their distribution organization.
Contact: Mary Anne Doggett
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