Driving Sales Success with Video: How Video Changed Ash Brokerage’s Learning and Marketing Strategies Forever

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Ash Brokerage has been referred to as “an education company that happens to distribute financial products.”

While education has always been at the heart of the firm’s culture, they didn’t always have the tools to capture and distribute all that institutional knowledge. That changed when they discovered the power of video.

Join Mike McGlothlin, EVP of Retirement at Ash Brokerage, as he shares how the company uses video and content as a competitive advantage. Specifically, you will learn how they use recorded video and content from subject matter experts to engage their sales team and customers to drive higher win rates and repeat business.

This AMA session includes a lively discussion on:

  • Bottling up the collective wisdom on your team into digestible learning content
  • Using recorded video and peer-to-peer knowledge to keep your sales team sharp on a wide array of product offerings
  • Differentiating with personalized video that moves the needle on relationships and repeat business
  • The keys to help reps remember what they learn during onboarding and training

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