For a new financial startup company, helped to develop the marketing and distribution for a unique
retirement process for distribution through institutional clients and advisor markets. Engagement
includes developing new business strategies and the implementation of a variety of marketing communications materials.
Institutional Communication Program
For the premier producer of mail and messaging solutions for small business, developed the association
and co-marketing sales strategies, direct mail and presentation materials to equip internal staff with
the required materials and marketing processes.
Direct Marketing Program
For a European training and publishing client, developed and conducted a turnkey marketing operation for the
sale of Peter Drucker Videos in the US. Project included developing and executing a marketing strategy with
associated lists, direct response ads, direct mail, fulfillment services, as well as establishing the necessary credit card operation.
Third Party Marketing Strategy
For a proprietary insurer and annuity marketer, led an internal team developing the marketing and overall
business plan for the introduction of annuities and mutual fund options. Project included product design and
High Net Worth Sales Strategy
For a regional bank, developed sales strategy and sales tracking systems for the Trust Department as
an ongoing high net worth customer solicitation. As part of the program, created the sales tracking methodologies,
management monitoring system, as well as all
Investment Products Strategy
For a direct response insurer, developed the marketing strategy and administrative systems for SPDAs and Flex Annuity
sales through third parties (credit cards, banks and stockbrokers). Also developed marketing process for sale through the
nation's first stand-alone insurance kiosk
in a supermarket.
Direct Marketing Process
For the subsidiary of a large insurer, we developed a direct marketing approach and the marketing strategy for
insurance and annuity market products. As part of this project, developed a set of success guidelines. Also conducted a course
on the principles of direct marketing for
senior management in preparation for their anticipated purchase of another carrier.
Marketing Training Program
For one of the country’s largest re-insurers, devised and conducted a series of MasterClassessm, which led their
communications staff through the development of their first, formal integrated communications strategy.
For a large financial institution with a primary market of teachers, professors and related staff, developed
a “just-in-time” sales and education aid for their internal staff to facilitate the telemarketing of annuities, mutual
funds and life insurance products over the phone.
Sales Communications Process
For a pharmaceutical firm, completed a yearlong project on Internal Customer Satisfaction to improve the effectiveness of the
Sales Administrative function. It led to the proposal of communications standards, as well as organizational changes to help
introduce quality principles into the marketing and sales function.
Direct Marketing Strategy Process
For a financial services company, developed B2B strategy and materials to assist in the company's transition to a mutual insurance company as well as
created direct marketing strategy and mail kits for a variety of insurance products.