Interactive Communications was founded in 1994 by Mary Anne Doggett and Claudia Fogelin, two sales thought leaders who each have more than 25 years experience in financial services and asset management. Concentrating exclusively on firms that sell through financial intermediaries, our mission is simple:

 

We help you
sell more.

 
 
 
 
 

We Increase Sales

We do this by providing sales training, coaching, and consulting to help increase sales, retain talent, and capture today’s opportunities, while at the same time staying ahead of industry trends.

With our deep knowledge of intermediary distribution and how it is changing, our customized services enable clients to bring in sales sooner, deepen relationships, and avoid costly mistakes.

Interactive Communications works with asset managers, banks, insurance companies, and other financial services companies. Our clients range from industry giants to up-and-coming boutiques. We work with wholesalers – external, internal, and hybrid – as well as institutional sales, national accounts, and retirement specialists.

The Secret Sauce

With the industry at an inflexion point, the recipe for sales success that worked yesterday is sure to fall short tomorrow. That’s why we make time to regularly travel with external wholesalers and to listen to internal wholesaler phone conversations. Because we see firsthand what’s happening on the ground, we are able to react quickly and adapt our services to evolving intermediary needs and expectations.

At the same time, the Interactive Communications core sales process has been in place for over 20 years and, as our clients would be happy to tell you, it works. Think of it as getting the best of both worlds, state-of-the art combined with stability.

As to the secret sauce, we’re glad to share. Our goal is to give our clients practical tools that work, last, and become integrated into your organization.

 
 
 

Learn More.

Want more details about the sales training, coaching, and consulting Interactive Communications provides to help clients increase sales, retain talent, and capture today’s opportunities?