Desk Reference Series

BLACKROCK + iSHARES SALES MANUALS

Lead designer of the 2016 Desk Reference Series – the largest and most thorough educational publications that iShares and BlackRock produces, and are the largest marketing drivers of sales leads for all institutional/RIA channels. The books reached 37,000+ clients and the 2016 editions have shattered our goal and past years’ performance.

ETF: Global Reach 33,000 books shipped / 25%+ response rate / 1.2K Leads passed
RIA and BlackRock: 4,000 books shipped / 39%+ response rate