For Touchstone Funds, The Wholesaler Institute created the Value-First™ wholesaler presentation “Marketing to the Affluent” and licensed it to them. The licensing agreement enables Touchstone Funds wholesalers to deliver dynamic presentations at advisor conferences and lunch-and-learn meetings. The package includes a complete seminar script, PowerPoint®, field-support material, and presentation handouts.
Touchstone Funds wholesalers received training in presentation skills and had the opportunity to present the seminar in front of a coach who helped them maximize their effectiveness.
Wholesalers supported and coached producers during the implementation stage with positive and predictable results: Advisors who followed the step-by-step process for marketing to the affluent acquired valuable new clients, and Touchstone Funds increased their assets under management.