EACH Enterprise, LLC Services

Market Development

Develop and implement marketing plans with your staff, coordinating internal and contracted resources to enhance sales results in target markets or to speed your entry into new markets and distribution channels.  

Research

Conduct market research (quantitative or qualitative), contract out or analyze third-party research already available to your firm to support strategy decisions. 

Leverage research in communications to target audiences (plan sponsors, consultants, financial professionals, policymakers and influencers.)

• Focus Groups (virtual and in-person)

• Usability testing and behavioral finance

• Online, mail and phone surveys

• White papers and special projects    

Meeting Planning

Prepare and manage marketing events from the simplest advisor web-meeting to the most complex plan sponsor conference.

• Program development

• Speaker selection and briefing

• Organization

• Venue selection, negotiation and coordination

• Invitation, registration and confirmation

• Curriculum development

• Hosting and transportation

• Evaluation and follow-up

Lead Generation and Scheduling  

Schedule purposeful meetings with advisors, consultants and plan sponsors for your account managers and wholesalers to develop your franchise in target markets.   

Knowledgeable personnel and meaningful phone conversations integrated in broader relationship building programs consistent with your brand standards.  

Communication

Roll-out coordinated communications campaigns to strengthen your presence in key market segments: public speaking, press releases, client and advisor presentations, Web-casts and motivational speaking.