MFS Investment Management
Contributed to the development of the “Marketing to Affluent Clients” value-added program for MFS. This program is targeted to retail financial advisors who want to understand and work with affluent investors. Includes a slide presentation for wholesalers, a workbook for advisors, and an audio tape.

OppenheimerFunds
Created content for and consulted with Oppenheimer Funds on four training modules used by wholesalers as value-added presentations. ClientConnect is OppenheimerFunds comprehensive multi-module training program. It's widely used by their wholesalers to open doors at broker/dealers and to provide value at meetings and conferences.

AGF Funds Inc., Canada
Developed PowerPoint presentations for wholesalers to train advisors on referral gathering and converting their accounts to fee-based business. Created and presented a full day training workshop, "How to Uncover and Land Million-Dollar Accounts", that was presented to 700 Merrill Lynch consultants throughout Canada.

Brandes Investment Partners
Developed a value-added training system for wholesalers; "Upgrade your Client Base - Become Highly Referable." This system includes a slide presentation and training workbook.

Alliance Capital Management
Developed and presented a value added slide presentation for training advisors; "How to Convert Traditional Accounts to Fees."

Alexander Hamilton Life
Researched over 400 market niches. Identified and profiled the top 22 affluent niches for financial advisors. Wrote and recorded a six tape audio learning system; "Targeting the Rich."

RWB Investment Management (now Assante Asset Management, LTD)
Primary marketing consultant for a manufacturer of a mutual fund wrap program. Helped the company grow from $200 million to $2 billion in AUM. Developed and tested marketing and sales strategies for attracting affluent clients for fee-based money management. Instrumental in the sale of RWB to Assante Asset Management. Co-produced with their CEO, John J. Bowen, Jr., the popular audio cassette program; "Create Profitable Strategic Alliances with CPAs."

For more information contact Steve Moeller:
Tel: (800) 678-1701 or (714) 505-8030
Fax: (714) 505-8035
Email: smoeller@businessvisions.com