The right Information… in the right way… to the right advisors.
Information overload makes it essential that wholesaling teams communicate with advisors in a way that it clear, effective, and fit the message of the organization. The Coach OnDemand™program helps sales managers coach and ensure consistent delivery of information across their sales force, without travel.
Through internet-based audio/visual technology and a Criteria Scorecard™, wholesalers can self-assess and allows their coaches to electronically provide feedback.
For more information on Coach OnDemand™ or to arrange a demonstration call Mary Anne Doggett at 212.223.8339.







