| Sales support |
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Sales meetings and conference calls to reinforce training techniques, motivation, and communication. |
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Education and training on sales relationships, administration, and account management. |
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Point-of-sale and seasonal campaign support, and mutual fund road shows by third-party fund companies. |
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Toll-free access to our call centre for administration support, account statement information, product information, and global economic opinions. |
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| Marketing support |
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Strategic and targeted wealth management marketing solutions and support focused on increasing credit union business. |
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Credential Web sites. |
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Compliance approved point-of-sale and marketing support materials including posters, order forms, brochures, presentation folders, and other marketing materials. |
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Direct mail and newsletter article templates (for proprietary funds). |
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Ad templates. |
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Access to marketing support materials via the knowledgeXchange® extranet. |
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| Compliance support & training |
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Registration and licensing. |
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Proficiency courses and exam materials. |
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Ongoing education for investment professionals. |
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Onsite reference tools. |
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Review of new accounts, trading activity, and advertising. |
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Compliance bulletins. |
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Risk management. |
