HOW WE WILL WORK TO

 WIN AND RETAIN ASSETS

This is a general outline and may vary depending on circumstances.

Within the first 60 days:

Evaluate distribution opportunities and formulate the plan

Develop the institutional "story"

Meet members of the firm

Develop a distribution list

Develop an institutional presentation

Create a one-page profile of the firm/product

Create a list of databases 

Review completed questionnaires or RFP responses

Create an archive of responses

Within the next 90 days:

Fill in any knowledge gaps

Populate/update databases

Contact prospects

Set up meetings 

Complete RFP's and RFI's

Within the next 200 days:

Prepare finals presentation materials

Rehearse/ review finals presentation 

Maintain ongoing contact with consultants and prospects

Get on short lists for finals presentations

Analyze competitive advantages versus the competition

Win finals presentations

Get contracts to new client

Manage all follow-up activities

Assist in the transition of assets

Support new client needs