Building Relationships With Wirehouse Brokers Wholesaler, Internet and Marketing Usage Executive Summary 4 Corporate Systems and Intranets 4      Financial Planning and Asset Allocation 4      Mutual Fund Information 5      Client Account Information 5 Use of Outside Websites and Restrictions 6 Relationships With Brokers 7      Wholesalers 7      Email 8      Webcasts 8      Portfolio Commentaries 8 Product Screening 9 Client Relationships 9      Client Servicing 10      Internet Servicing 10 Marketing and Prospecting 11 Recommendations 13 Report of Discussion 16 Corporate Systems and Intranets 16      Financial Planning & Asset Allocation 16      Contact Management 18      Remote Access 18      Broadband Internet Access 18      Equipment 19      Mutual Fund Information 19      Client Account Information 22 Use of Outside Websites 25      Restrictions on Website Access 25      Website Usage 27 Broker Relationships 30      Wholesalers 30      Email 33      Webcasts 36      Conference Calls 37      Portfolio Commentary 39      Assistants 42 Product Screening 42      Fund Screening 43      Managed Account Screening 46      Annuity Screening 46 Client Relationships 47      Access to Customer Information 47      Client Retention 47      Client Servicing 48      Client Log-In and E-Delivery 51      Client Email 53      Client Webcasts 54      Advertising/Brand Awareness 56 Marketing and Prospecting 56      Broker Websites 61      Seminars 61      Prospecting/Lead Generation 64      Referrals 67 close window