December 18, 1992
TO: SALES FORCE MARKETING COMMITTEE NO. 48-92
RE: Preliminary Agenda for January 15, 1993 Meeting
__________________________________________________________
Enclosed is a preliminary agenda for the next meeting of the
Sales Force Marketing Committee scheduled for Friday, January 15,
1993, 8:30 a.m., at the Hotel del Coronado, Coronado, California
(near San Diego). Under separate cover you have received a
registration form for this meeting and for related marketing and
research committee meetings and joint sessions to be held between
January 13 and 15. If you plan to attend but have not already
signed up, I hope you will do so as soon as possible.
As you prepare for the meeting, I’d appreciate your thoughts
and suggestions about two Institute publications designed for
your customers. Whether or not you plan to attend on January 15,
I hope you will fill out the attached question sheet and return
it to me by mail or in person at the meeting. The first question
supports an effort to keep the TIPS column of Mutual Fund News
useful to you and your customers. The second is an assessment of
the need for a consumer’s version of Matching Mutual Funds.
A longstanding feature of our generic mutual fund sales and
marketing newsletter, the TIPS column is a vehicle for financial
planners, counselors, and other financial services professionals
in the field to share sales and marketing ideas. Traditionally
we have avoided references to specific products and mutual fund
groups, sales scripts and specific sales techniques. To
familiarize you with the column I’ve enclosed three recent
examples. Will you please let us know what future topics will be
helpful to the brokers and planners through whom you distribute.
Topics and suggestions for the newsletter in general are also
welcome.
Matching Mutual Funds (also enclosed) has been a popular
sales training tool for more than seven years. I am happy to
report that a consumer version of Matching Mutual Funds is now in
the works, but we need your help in determining quantity. On the
enclosed sheet will you also please estimate the quantity your
organization and/or those through which you distribute would
purchase in 1993-94. The consumer version of Matching Mutual
Funds will sell for $1.00 (90 cents apiece for quantities over
100).
Thanks for your help, and enjoy the holiday season. I look
forward to seeing you in San Diego next year.
Barbara Levin
Director- Sales Force
Marketing and Financial
Planning Services
Enclosures