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Financial Services Company Sees Double-Digit Increases

Financial Services Company Sees Double-Digit Increases

ITA Group
Pages 1 Pages

Strategies & Tactics Strategy: Engage and increase post-production levels of financial advisors. Tactics: A minimum qualifying level was set for financial advisors, and upon reaching that level, a Flash video was sent to the participant. The video highlighted five travel options and allowed the financial advisor to rank their preference on the program website. Based on their production data, financial advisors were stack-ranked within each op

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