Dunham & Associates Achieves Sales Enablement with One Presentation

February 20, 2011 | Keely Minton
Dunham & Associates Achieves Sales Enablement with One Presentation

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-blasts with non-FINRA approved content we usually get anywhere from 10-30 in the first few days and the most we've received over a 3-month time period is 68. So we're pretty excited, and we believe the presentation will give us some solid leads for our wholesalers to contact.


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