2016 AF

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Pre-Forum Promotion (3 weeks prior)
Pre-Forum Promotion (1 week prior)
@ Forum
@ Forum
"The New Perspective Fund..."
@ Forum
ASRs share a sneak peek into the sessions that will be presented; topics that are top of mind for the advisor (e.g. DOL, Portfolio Const., etc.); solicit other important issues facing the advisor
@ Forum
ASRs provide FA with instructions on how to download the AF Forum app that has logistical info, speaker bios, weather forecast, things to do/see in the host city
Meanwhile...
$
FAs can reference speaker bios, literature, etc., provide real time feedback via electronic survey and tweet about their experience with company-loaned iPads
Share product infor throughout the agenda (i.e. connect funds back to presentations)
ASR can manage "help desk" during breaks and provide more product education to interested FAs
Shift from large-scale dinners to dine-arounds to create more intimate, personal experience and the opportunity for greater sales engagement
Wholesalers are "selling in their sleep"

تم إنشاء أكثر من 30 مليون من القصص المصورة