We start by
establishing a thorough understanding of each client and its products.
Next, we reach agreement on specific sales goals – prospecting
priorities, call and meeting plans, revenue and asset targets. We manage
the sales process from lead generation to closure and are fully
accountable for delivering a sophisticated, in-depth representation of
the client to the marketplace.
Our shared sales goals
are achieved through the use of disciplined sales tactics, including:
and meetings to qualify prospect interest
of joint meetings with investment professionals
of all follow-up requirements
and participation in proposal development and negotiations
involvement in client retention