The prominent financial management and advisory company – serving governments, institutions and investors throughout the world.

Merrill Lynch places client relationships first and is proud to conduct or business based on five unwavering

principles: Client Focus, Respect for the Individual, Teamwork, Responsible Citizenship and Integrity.

MERRILL LYNCH BEFORE SUPERNOVA

How FAs work – Customer acquisition is prime goal

SUPERNOVA

Why FAs rarely contacted their clients

What manage client relationships

Object Ultimate client experience

12-4-2 Client’s minimum annual contact

12 monthly contacts w/w 4 portfolio reviews and 2 face-to-face meetings.

Large client base(avg. 550 per FA),

Not organized

Time constraints

Segmentation Organization Acquisition

Segmentation

Number of clients

200 per FA based on different criteria.

minimum asset $1 million

other clients

Transferred to other FAs or Financial Advisory Center

Organiztion

Have a multi financial plan in place

You will be contacted by FA at-least 12 times every year

Response within one hour and resolution within 24 hours

Acquisition

Now FAs find 2 to 4 hours everyday for client acquisition

Each year FA to acquire some new high-quality clients