Case Study: Intermediary Tools Deliver Share Gains

Impact: Exceeded objectives and gained market share.

Financial advisors are a tough sale. So when The Hartford wanted to break through to thousands of investment professionals with a complex new product, EMI applied a proven technique. We developed tools that provided the intermediaries with a competitive advantage: turnkey lead qualification and scripted needs conversations that helped them sound smart and made the complex retirement product easier to sell.


Webinar: Four Strategies to Win the Hearts and Minds of Your Advisor Channel – and Grow Share

In this EMI hosted webinar hear from David Ehrenthal and special guest Dana Anspach, author, columnist, financial advisor and consultant, as they explore 4 sales-generating marketing strategies and how implementing them enables you to:

  1. Position your wholesalers as problem solvers and solution providers
  2. Foster a personal dimension to advisor relationships
  3. Help advisors overcome two persistent hurdles – clients’ discomfort with discussing personal finance issues and their low level of financial literacy
  4. Create more operating leverage for your distribution platform

The Leaky Bucket: Managing B2B Email Lists in a Deliverability-Focused World

Boosting Wholesaler Performance: The Case for Intermediary Relationship Marketing

Solving the Sphinx’s Riddle: Helping Retirement Professionals Capture $5 Trillion in Motion