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MARKETING PROCESS 

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:

v     Target prospect plans

v     Calls and meetings to qualify prospect interest

v     Management of joint meetings with investment professionals

v     Coordination of all follow-up requirements

v     Guidance and participation in proposal development and negotiations

v     Ongoing involvement in client retention

 

3rdMark Pty Limited ABN 73 118 113 456 Copyright 2006