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Nurture Relationships, Enhance Your Reputation & Demonstrate Your Professional 401(k) Experience with Retirement Plan Marketing

Give your advisory practice a defined marketing strategy and professional Sales Material that demonstrates your expertise and shows prospects why they should select you as their trusted advisor.

For the advisor that wants to:

Professionalize their 401(k) business

Access to quality sales material that wows prospects after a great conversation

Demonstrate their retirement plan capabilities

Utilize a follow-up process that is tried and true

Have access to readily available Financial Wellness resources for their participants

Implement a scalable marketing strategy

Adopt a consistent marketing program but has traditionally relied to piece-mailed content

Have access to high-quality plan sponsor and participant content

Add value to business relationships and enhance client retention

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.

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.

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.

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 "Pro" membership requires a one-month notice before the new quarter to cancel your membership to ensure you are not billed further. You may upgrade your membership at any time, however, you may be subject to a new contract length.

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.

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