2016 AF
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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- ipad - Sean MacEntee - (Licens Attribution )
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