[12197]
July 10, 2000
TO: SALES FORCE MARKETING COMMITTEE No. 16-00
RE: SALES AND PRESENTATION TRAINERS
Enclosed are the names and contact information of a number of firms that provide sales and presentation
training to the financial services industry. As those of you who attended the June 28, 2000 meeting of the
Institute’s Sales Force Marketing Committee are aware, this list was compiled per the request of the
Committee.
This list will be periodically updated by the Institute’s Training Group and distributed to members of the
Sales Force Marketing Committee, the Sales Desk Managers Roundtable and the Continuing Education
and Training Advisory Committee.
We are interested in being as inclusive as possible so if you’ve had experience with other firms that
provide quality sales or presentation training, please let me know (telephone: 202/326-5883; email:
brenner@ici.org or simply return the enclosed information form). If you would like to receive this list by
email (with embedded hyperlinks so that you can quickly visit each company’s website), please send me
an email request.
Please do not hesitate to contact me or Committee Chairman Bob Leo at MFS Fund Distributor if you
have other projects that you believe would be beneficial for the Sales Force Marketing Committee to
undertake.
Linda Brenner
Director, Operations and Training
Enclosures