When:
November 8th, 2001 at 2:30 Eastern Standard Time

Speakers:

Maria Erickson - Executive Vice President - NFO WorldGroup
Edward Bambauer - Managing Partner - Anderson LLP

Session Description:

Affluent Small Business Owners represent one of the most desirable customer segments in financial services.  In this session we will examine their investments and investment habits as well as a total look at their advisory needs, such as sale of business, managing retirement assets, etc.  Maria Erickson will reveal NFO's new segmentation approach that marries industry/size with personal household potential.  Edward Bambauer of Andersen will describe strategies for developing and retaining this critically important customer group.  

This program is appropriate for senior financial executives with responsibility for Affluent Marketing, Small Business Marketing, Product Development, Market Research and Strategy Teams.

Attendance Fee:

$275 plus $50 per telephone line used

About Maria Erickson

Maria Erickson is responsible for the commercial research line of business at the NFO WorldGroup, one of the largest research firms globally. Her responsibilities include custom and syndicated research focused on the commercial, small business and SOHO sectors as well as retail relationships with business owners and affluent consumers. Her projects focus on market share/share of wallet, image and satisfaction, market segmentation, price elasticity and pricing strategies, customer needs identification, channel strategy and demand estimation. Maria has led the commercial research group at PSI Global, an NFO company for seven years. Prior to joining PSI Global, Maria was an analyst with Salomon Brothers. She is a Certified Cash Manager (CCM) and has an MBA from the University of Central Florida.

About Edward Bambauer

Mr. Bambauer is managing partner for Andersen LLP's Northeast financial services business consulting practice. His primary office is in Boston.

NFO WorldGroup is one of the worlds leading providers of research-based marketing information and counsel.   We are "marketing minds who specialize in research" and have provided Fortune 500 clients with consumer and brand knowledge and understanding for more than 50 years. We complete thousands of assignments each year, each one facilitating a client's business decision-making process. NFO WorldGroup is one of The Interpublic Group of Companies (NYSE: IPG).  www.psi-global-nfo.com

Andersen is a global leader in professional services. It provides integrated solutions that draw on diverse and deep competencies in consulting, assurance, tax, corporate finance, and in some countries, legal services. Andersen employs 85,000 people in 84 countries. Andersen is frequently rated among the best places to work by leading publications around the world. It is also consistently ranked first in client satisfaction in independent surveys. Andersen has enjoyed uninterrupted growth since its founding in 1913. Its 2000 revenues totaled US$8.4 billion. Andersen refers to the brand identity adopted by member firms of the Andersen global client service network. www.andersen.com