We start by establishing a thorough understanding of each client and its products. Next, we reach agreement on specific sales goals – prospecting priorities, call and meeting plans, revenue and asset targets. We manage the sales process from lead generation to closure and are fully accountable for delivering a sophisticated, in-depth representation of the client to the marketplace. Our shared sales goals are achieved through the use of disciplined sales tactics, including: Target prospect plans Calls and meetings to qualify prospect interest Management of joint meetings with investment professionals Coordination of all follow-up requirements Guidance and participation in proposal development and negotiations Ongoing involvement in client retention