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What Sales Support does Lindner provide to the Relationship Manager?

April 26, 2017lindner manager relationship sales support

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What Sales Support does Lindner provide to the Relationship Manager?

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• A formal presentation binder includes pre-built slide presentations, a sample Investment Policy Statement, sample administrative forms, sample documents and client questionnaires. • Lindner’s Client Management Team associates are available to meet with your clients. • Lindner’s “Fast-Start” training program provides a comprehensive learning experience for the relationship manager transitioning to fee based sales or the financial professional seeking to expand his level of knowledge. Courses are accepted for C.E. credit. • Lindner furnishes sales ideas and marketing support materials to the financial professional throughout the year. • Clients receive a monthly newsletter personalized for the financial professional. • Financial professional website is updated regularly with the latest research and investment news.