King Fish | New York Life Investments

activating agents
to grow AUM

categories

Financial Services / B2B / Integrated Campaigns / Video / eBooks

Financial Services / B2B Integrated Campaigns / Video eBooks

mission

Develop segment-specific content and campaigns to build knowledge and fuel sales engagement for registered representatives.

approach

Create specific content-focused campaigns targeting new and seasoned licensed representatives to build familiarity with New York Life Investments products, boutiques and investment philosophies so that they could better address their client’s financial needs while building their own practices.

Integrated campaigns (direct-mail + email + video + events + ebooks) were utilized to build knowledge and confidence while guiding them to easily access company forms, tools and new product information. Key milestones from initial welcome to achieving council member status are celebrated to acknowledge performance and inspire others.

Create specific content-focused campaigns targeting new and seasoned licensed representatives to build familiarity with New York Life Investments products, boutiques and investment philosophies so that they could better address their client’s financial needs while building their own practices.

Integrated campaigns (direct-mail + email + video + events + ebooks) were utilized to build knowledge and confidence while guiding them to easily access company forms, tools and new product information. Key milestones from initial welcome to achieving council member status are celebrated to acknowledge performance and inspire others.

Create specific content-focused campaigns targeting new and seasoned licensed representatives to build familiarity with New York Life Investments products, boutiques and investment philosophies so that they could better address their client’s financial needs while building their own practices.

Integrated campaigns (direct-mail + email + video + events + ebooks) were utilized to build knowledge and confidence while guiding them to easily access company forms, tools and new product information. Key milestones from initial welcome to achieving council member status are celebrated to acknowledge performance and inspire others.

Create specific content-focused campaigns targeting new and seasoned licensed representatives to build familiarity with New York Life Investments products, boutiques and investment philosophies so that they could better address their client’s financial needs while building their own practices.

Integrated campaigns (direct-mail + email + video + events + ebooks) were utilized to build knowledge and confidence while guiding them to easily access company forms, tools and new product information. Key milestones from initial welcome to achieving council member status are celebrated to acknowledge performance and inspire others.

Create specific content-focused campaigns targeting new and seasoned licensed representatives to build familiarity with New York Life Investments products, boutiques and investment philosophies so that they could better address their client’s financial needs while building their own practices.

Integrated campaigns (direct-mail + email + video + events + ebooks) were utilized to build knowledge and confidence while guiding them to easily access company forms, tools and new product information. Key milestones from initial welcome to achieving council member status are celebrated to acknowledge performance and inspire others.