Precision Marketing Partners
is offering wholesaling help to broker-dealers. The service -- Affinity Networking Systems -- will provide a step-by-step roadmap that retail financial professionals can put to immediate use to add a higher level of discipline, focus and momentum to their selling efforts.
The firm says it is debuting the system with Piper Jaffray.
"Affinity Networking Systems creates a short cut for brokers, advisors and planners to get them in front of their 'ideal' clients-the investors that are most likely to do business with them-through a sophisticated prospect segmentation database and a comprehensive, turn-key sales and marketing system that includes targeted selling strategies, approach letters, telephone scripts and other key practice management tools," explained Rochelle Lamm, chairman and CEO of Precision Marketing Partners.
developed the systems and will head its implementation as the division president. He is drawing on his experience as a consultant when he trained inside desks and external sales team. He also worked with and trained wholesalers at Fortis, where he was national director of investments. Holman also spent time on the other side of the desk as a broker with EF Hutton for 10 years.
"Sales professionals who focus on specific market segments are able to promote their products and services more effectively than those who buy or work from lists that are non-targeted and over used," said Holman. "Our proven turn-key marketing tools make it easy for brokers, advisors and planners to refine their target markets, identify key market segments, optimize prospecting initiatives and plan their marketing strategy."
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