Nurture Leads, Boost Your Reputation & Showcase Your 401(k) Experience with Retirement Plan Marketing
Designed to give your advisory practice brand awareness, nurture leads, deliver an ongoing stream of content and empower you with a consistent marketing strategy to win more retirement plan business.
For the advisor that wants to:
Market towards 401(k) plans
Get in front of the right plan sponsors and decision makers
Implement a consistent and scalable marketing program
Add value to business relationships and enhance client retention
Access to high-quality plan sponsor and participant content
Distribute compliance friendly and/or pre-approved content
Coordinate a marketing strategy that captures all of the different channels and is optimized for growth
Have more time to accomplish business goals
What you'll get:
Ongoing Digital Content: Compliance friendly marketing content specifically designed to make you STAND OUT as the "go-to" retirement plan advisor. The content includes newsletters, blog articles, infographics for plan sponsors and participants, videos and social media cards.
Weekly Social Media: You will receive 5 social media posts each week that highlight breaking news and plan sponsor topics to help build a strong professional online reputation. These can be shared on your approved social media channels at the frequency you are most comfortable with (we suggest 3- 5 posts per week).
Marketing Strategy: Receive a quarterly marketing strategy to create a consistent and scalable process using professionally developed content.
Relationship Manager: Top-tier support from marketing professionals dedicated to helping you succeed.
Ongoing Support: Monthly emails, webinars and calls to keep you updated and refreshed on marketing need-to-knows.
Copyright Information: Any content created by 401(k) Marketing or Retirement Plan Marketing must retain the 401(k) Marketing copyright, regardless of platform, file type or distribution manner.
Cancellation and Membership Policy: Once the first year of your annual membership is completed, you may update your membership to month-to-month or remain as an annual member. After the first year, this "Essential" membership requires a 48-hour notice before your next billing cycle to cancel your membership to ensure you are not billed further.
Refunds: Your satisfaction is very important to us. If you are not satisfied with the services, we will work collaboratively for your satisfaction. However, no refunds will be granted.