Fidelity Introduces Marketing Program for Investment Advisers
February 22, 1999
Fidelity Investments Institutional Brokerage Group has introduced PracticeMark, a new marketing program designed to help registered investment advisors expand their businesses. Through four informational manuals, PracticeMark provides advisors with information on how to identify prospects, retain clients, obtain referrals from clients and identify growth opportunities. The program also helps them develop marketing materials such as brochures, sales letters, direct mail campaigns and advertisements.