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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. 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
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