October 20, 1992
TO: SALES FORCE MARKETING COMMITTEE NO. 41-92
RE: Minutes from September 17, 1992 meeting
__________________________________________________________
Enclosed for your review are the minutes of the September 17,
1992, Sales Force Marketing Committee meeting held at the Madison
Hotel in Washington, D.C. I would also like to call to your
attention the following two upcoming meetings:
1. Sales Desk Manager Roundtable meeting, December 9,
1992, 10:30 a.m. to 2:30 p.m., Investment Company
Institute, Washington, D.C.
This will be the pilot meeting for a newly formed group of
mutual fund sales desk or wholesaler support telemarketing
managers who have expressed interest in sharing information and
ideas. Invitations will be sent to member employees on the
attached list. If your fund group is not included on this list,
please call me or Lanie Harvey to sign up a member of your staff
for the December 9 meeting.
2. Joint Marketing and Research Committee meetings, January
12-15, 1993, Hotel del Coronado, near San Diego,
California.
You will be receiving a separate mailing on these meetings.
Please note that, although the Sales Force Marketing Committee
meets on Friday, January 15, related meetings of general
marketing interest will be held Wednesday and Thursday.
Specifically, you may be particularly interested in the Research
Topics on January 14, which will probably include a briefing on
the Institute’s broker-dealer research, and the "Washington
Scene" briefing at the January 14 joint luncheon. Of course, you
also won’t want to miss the joint reception and dinner that
evening.
Be sure to use the forms that you receive in a separate
mailing to register. I look forward to seeing you on the beach
in January!
Barbara Levin
Director- Sales Force
Marketing and Financial
Planning Services