TDO Communications - Case Studies - Delaware Investments

Utilizing new research about investors in the 10-year pre- and post- retirement years, TDO developed “The Delaware Decision Decade” program. The program dispels myths about the "new retiree" and creates advisor partnership by educating them on how to best advise those clients approaching retirement and providing them with tools, materials and targeted funds to develop long-term books of business.


Delaware mutual funds, sold by intermediaries (brokers, financial consultants and banks), needed to be distinguished in the marketplace and made a more attractive choice.	Utilizing new research about investors in the 10-year pre- and post- retirement years, TDO developed “The Delaware Decision Decade” program. The program dispels myths about the "new retiree" and creates advisor partnership by educating them on how to best advise those clients approaching retirement and providing them with tools, materials and targeted funds to develop long-term books of business.