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:
Content Library: Engage your clients more with content from our ever-expanding library. Complete with over 100+ pieces and topics such as annual plan sponsor guides, fiduciary plan governance, industry updates, compliance best practices, investment oversight, financial wellness and more.
Sales Material: Confidently walk into your plan sponsor meetings and enhance your sales pitches with professional and compliance friendly Sales Material. The material includes a firm brochure, executive overview, pitch deck, fact finder, service overview and social media banners.
AI Assistant: Take advantage of a built in AI assistant to help support you in additional marketing and ideas to boost outreach and ideas.
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.
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).
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: When you become a member you are committing to one year of Retirement Plan Marketing. After the initial one year period, it is month to month and you may cancel or downgrade your membership selection. You may upgrade your membership at any time, however, you may be subject to a new contract length. All cancellations require 48-hour notice prior to your next bill date, 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.