1. Educate advisers on how and why their clients should take advantage of the new roth conversion opportunities. The information was disseminated through an integrated campaign of video, email, online calculators and conference calls. Through these mediums we were able to help educate FAs about roth conversions, who they should target and how this important topic would help build their business.
2. Help advisers educate clients through the use of easy to use, FINRA approval email messages FAs could forward to their clients linking them to engaging videos about Roth conversions. By giving FAs ways to reach out to clients, we were helping to position FAs as a resource and expert on the matter.
