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Delaware Investments: Direct Marketing

Decision Decade
Challenge   Solution>   Results>
Delaware Investments mutual funds, sold by brokers, financial consultants and banks, needed to distinguish itself in a crowded parity marketplace, gain visibility and made a more attractive choice.
Challenge>   Solution   Results>
Utilizing in-depth research about investors in their 10-year pre- and post- retirement years, TDO developed “The Decision Decade” program to dispel myths about retirement. Providing advisors with education, tools, materials and targeted funds to become valued partners to their clients approaching retirement, they develop long-term books of business. Increased advisor business equates to brand loyalty.
Challenge>   Solution>   Results
The program was enthusiastically embraced by Delaware’s sales management. Delaware increased its assets under management and continued to be successful (once acquired by Lincoln Financial).

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