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Author: Keely Minton

Dunham & Associates Achieves Sales Enablement with One Presentation

Submitted by: Keely Minton , Dunham & Associates

February 20, 2011 12:00 AM

Our presentation was created for financial advisors to send to clients and prospects to help them explain the bond market bubble. We had it approved by our regulator FINRA so FAs could just forward it directly to clients or place on their websites. We sent an e-blast to 22,000 FAs on Thursday and received 88 views with the majority viewing 100%. This is actually a great response for us for the first day. The data base we mail to includes FAs who know who we are and those who don't. For other e-...

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Tags: sales enablement, financial services

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