Sample Executive Summary
• Present reasons why using the same broker for both investment and
retirement accounts is practical and preferable to maintaining accounts
with more than one brokerage firm.
• Schedule one-on-one meetings with executives to present individual
investment plans.
• Schedule meetings with supervisors and lower-level employees to present
the same plan. This would cement a good relationship with management
because all company employees would be included in the campaign.
Although this approach will not prov ide as much commission as the large-
scale investors, it is a worthwhile effo rt to pursue to increase investors and
promote the reputation of the firm as a credible and knowledgeable source
in the investment world.
Using the above recruiting techniques will bring in two types of new clients: those
with substantial funds to invest and those with smaller amounts to invest regularly.
These new clients already have an investment philosophy that matches the firm’s
objective of providing long-term, stable growth for investors.
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