ABOUT MFEA PARTNERS CONTACT US MFEA.COM
 


Events

WEBINAR: Best Practices for Sales Desks in Today's Environment
June 10, 2010  •  Online


Mary Anne Doggett and Claudia Fogelin, Managing Partners at Interactive Communications, presented Best Practices for Sales Desks in Today's Environment.  The member Webinar took place on Thursday, June 10 at 1:00 pm ET and covered the following topics:

Presented By:    

Mary Anne Doggett
View Bio

Claudia Fogelin
View Bio
• Six Roles of the Internal Wholesaler
• Arm internals with technical knowledge (beyond what on your web site) and skills
• Establish core advisor profiling and inputting requirements
• Develop coordinated internal / external touchpoint strategies based on advisor profitability
• Establish targeting criteria for external wholesaler relationships (so internals know what to look for)
• Measurement Quality
• Provide on-going coaching around quality

Interactive Communications, Inc. is a sales consulting and training firm that provides forward thinking and proven approaches that enable financial services firms to distribute their products efficiently, beneficially and at a lower cost.