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Conquering Compliance: Creating Marketing Systems that Salespeople will Follow

Conquering Compliance: Creating Marketing Systems that Salespeople will Follow

Released Tuesday, 19th December 2017
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Conquering Compliance: Creating Marketing Systems that Salespeople will Follow

Conquering Compliance: Creating Marketing Systems that Salespeople will Follow

Conquering Compliance: Creating Marketing Systems that Salespeople will Follow

Conquering Compliance: Creating Marketing Systems that Salespeople will Follow

Tuesday, 19th December 2017
Good episode? Give it some love!
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In this episode, we are joined by Stephen Pope, CEO and co-Founder of Red Oak Compliance. Stephen offers insight into the current issues and challenges with the marketing and sales process at asset management firms today. He explains how firms are creating marketing approval processes that salespeople will actually follow, and offers best practices for improving time-to-market of sales materials, such as a three-tier risk workflow system. Red Oak helps financial services companies improve their regulatory advertising review workflow processes. Their industry-leading web-based SaaS application, Admaster, helps firms get their materials approved and to market in less time, reduce regulatory risk, and improve efficiency. We hope you takeaway some useful ideas from this episode. Thank you for listening and enjoy the show!

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