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2016 AF

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2016 AF
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Storyboard-Text

  • 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"

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