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: When you become a member you are committing to two quarters of Retirement Plan Marketing. After the initial six (6) month 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.