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9/17- Long Ridge LC Meeting (Current Efforts/Challenges (Technology…
9/17- Long Ridge LC Meeting
2019 Accomplishments
Sales Team "overhaul "
Created"Internal Sales Desk" in May
designated Sales room " create energy/ buzz"
specifics on what we have seen
Created "Client Servics Team " coordination
3 metrics around the collaboration- time savings for internals
Promoted IBC Jared Stigall to BC Southwest> Hired very qualified IBC replacement
Activity " green shoots"
Revamped "comp structure" to align w/ gross inflow emphasis
external comp
transitional comp
internal comp
specifics
Revamped CRM " Sales Force"
Tailored " Home Page" for BC/IBC for daily usage /efficiency
Created and refined "dashboards" for awareness and reporting
Created IBC goals/metrics to challenge and encourage IBC daily production
overhaul naming conventions for sales tracking purposes
daily usage/reporting by BC/IBC activity
implemented QC protocol for updating FA data via internal/external sources " ie data discovery"
Focused on defining the EQIS Purpose- The Who, What, Why , How of our platform
New Collateral
New " 10 Words" Presentation Deck
Outline for " Training/ OnBoarding/ Resource Library
Marketing Pieces
EQIS starts with " EQ"
Toews workshops
"Misbehavior" presentation
NSM- Competitor's Deck
Created New " Brand/Message" 10 Words Presentation ( out of NSM feedback)
EQIS 10 Words Presentation
https://drive.google.com/drive/folders/1S6LR7wyxqR4YoFnRF6KjdKA7EGbyseUH
Implemented regular " webinar"s
Ken Kim Webinars
Money Managers
Schiffer/AMG updates
B2B internal training series with client B/Ds
ESSA Training/Webinar
Joint Efforts w/ Strategic Accounts
Current Efforts/Challenges
Overall activity " need to double"
Create first 3 " into 1" with 3 points
Low comp expectations
competitive environ vs internal platforms
BC " high turnover"
Zero marketing (push/pull/social)= reliance on cold calling
IBC reduction/ turn over
Tough to recruit to San Rafael/ IBC due to comp vs local COL ( cost of living)
Technology
Laser App
Proposal deficiencies
Blended Benchmarks/ which is typically not favorable