FundQuest is experienced in launching fee-based investment
programs to institutions' field forces, and knows the
essential marketing collateral needed to ensure a successful
program launch. FundQuest works with partnering institutions
to develop collateral to market the institution's fee-based
programs to their financial advisors. In addition, FundQuest
develops marketing collateral used by financial advisors
to promote these fee-based programs to their potential
clients. FundQuest develops numerous marketing tools including
direct mail, brochures, program user guides, and sales
videos. FundQuest also works with partnering institutions
to create sales tools, which assist the financial advisor
with the sale of the fee-based programs. These tools include
one-on-one client presentations, customer-focused seminars,
sample prospecting letters, and much more.