Distribution Webinar Series sponsored by SunStar.Work the Gatekeepers and Wholesaling Teams
Date: Thursday, October 2, 2008 Time: 2:00-2:30 p.m. Eastern
How can you take control of your sales in this ever-changing market? What are some of the steps you can take today to survive and thrive tomorrow? 2008 continues to be a challenging and volatile year for many fund companies. In times of uncertainty, budgets get squeezed as pressure mounts on sales results.
As a benefit of membership, we invite you to take part in a FREE WEBINAR SERIES presented by NICSA's Distribution Committee. This Webinar will be crammed with expert advice on the "Must Dos" to keep advisors loyal and uncover new opportunities right now.
Join us for part two of a four-part series on October 2.
- Moderator:Bob Tuszynski Senior Vice President- Director of Distribution Services UMB Fund Services, Inc.
- Mary Anne Doggett, Managing Partner Interactive Communications, Inc.
- Hugh Kelly, President Harbor Funds Distributors, Inc.
What are the best practices when connecting with gatekeepers during a volatile market? What value added services do the gatekeepers provide that often go unused? How do you make sure your sales force executes well? Do your wholesalers deliver the right message and value proposition? Are they getting in front of your target advisors? Are they skilled in the most effective sales process toturn strategy into results?
Click here to register.
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