Challenge: During the past decade, stockbrokers and financial planners at large institutional firms have seen their incomes shrink. Lombard Securities wanted to capitalize on this market shift to attract new brokers to its firm.
Solution: Interview brokers to gain insight into their preferences and objectives. Analyze Lombard's strengths and their competitor's offerings. Create an interactive CD-ROM direct-mail campaign using real brokers and Lombard staff as spokespeople to generate leads and close deals.
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