Shareholder Relations retail program: 1) identifies interested brokers; 2) generates investor leads; 3) administers the distribution of the investor leads to qualified brokers based on their individual state registrations; 4) writes and updates descriptive pieces positioning the Client for the current market environment; 5) performs all follow up work with brokers; 6) fields incoming calls from shareholders and investors; 7) disseminates information on news wires; and 8) package fulfillment. This program has been operating successfully since 1988.
- Executive Summary - This vital step takes a third-party perspective on a Client's business and presents a report that is both easy to read and complete enough to address the concerns of stockbrokers and investors. Reports have a consistent format now recognizable to our brokers. The reports do not “hype” Client companies but present well-thought-out lines of reasoning to gain investor interest. This necessary tool provides brokers with a professional-looking presentation for potential Clients. Reports are updated as needed, usually on a quarterly basis, as new financial information becomes available. An Executive Summary will be produced describing the Client in approximately 2,000 words. This summary is suitable for distribution to both stockbrokers and investors in the format commonly used by Shareholder
- Create and administer investor lead programs.
- Dividing, copying and distributing leads by state
- Redistribution of leads when appropriate
- Create and administer any Web based promotions.
- Create and administer any radio or television based promotion.
- Other Written Material - We can produce and distribute news releases, fact sheets, business plans, annual and quarterly reports as well as any other financially- oriented written materials - if and as needed. All press releases are disseminated through PR Newswire and are faxed to interested brokers and analysts.
- Conference Calls and Meetings - no matter how much information we give brokers they still perform better when they have had direct contact with a member of management. Brokers cannot sell what they do not understand.
- Distribution - Getting The Message Out
- Use of the Shareholder Relations databases including 9,000 brokers and 40,000 investors. Executive Summaries are mailed to this list to generate initial interest.
- Use of card deck advertising. This remains the most cost-effective method of obtaining new and consistent supply of investor leads - resulting in ongoing buying.
- Use of free advertising for annual reports. This generates steady new broker interest.
- Advertising copy and placement.
- Information sent to our institutional database.
- Distribution of packages daily
- Package fulfillment
- Follow up - Including: phone contact, tracking of broker-generated activity in the stock, calls to institutions, and answering questions. After the appropriate due diligence period, most questions can be answered by Shareholder Relations and need not take the valuable time of senior management. Typically two hours a day of calling individual brokers and pitching them on the Client's story or follow up.
- Determine the broker’s interest after they review the materials we send
- Determine what additional materials the broker requires
- Determine how much buying the broker can or is inclined to do
- Further pitch the broker and help them refine their story
- Calls to the entire broker list with each press release or new development explaining the significance of the release or development to the broker and their investors
- Periodic calls (depending on the frequency of news releases – we believe that existing brokers should get a call at least monthly – many brokers will be called weekly depending on their interest level) to the brokers to create and continue top-of-mind awareness and help with broker pitches.
- Communication via email, fax and mail all news releases as they come out to all interested brokers that we generate or the Client asks us to deal with.
- Field calls from existing brokers.
- Follow up on the Client’s existing brokers.
- Field calls from existing brokers.
- Field calls from existing shareholders.
- Write and update broker fact sheets as needed.
- Organize due diligence meetings as needed.
- Write and disseminate news releases as needed.
- Approach new market makers with the Company's story.