Branded strategy. Hands-free execution. Measurable growth.
Best for offices that want 20+ years of retirement plan marketing expertise; strategy, design, SEO, and execution delivered without the cost of a full-time employee.
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The Business Development System for Retirement Plan Advisors
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Spend less time creating marketing and more time building relationships with the people who can grow your retirement plan business.Â
Marketing strategy, ready-to-use communications, sales tools, and ongoing guidance, all in one business development system designed exclusively for retirement plan advisors.
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— WHY & WHAT IT IS
Why does
Business Development
feel so difficult?
Most retirement plan advisors know they should be marketing their business. The challenge isn't knowing what to do. It's finding the time and having a repeatable process to do it consistently.
Business Development isn't an event. It's a system.
Successful firms don't rely on occasional marketing efforts. They follow a repeatable process that keeps them consistently communicating with clients, prospects, and referral partners throughout the year. Retirement Plan Marketing combines marketing strategy, ready-to-use communications, sales tools, and ongoing guidance into one business development system designed specifically for retirement plan advisors.
— PRODUCT FEATURES
The RPM Business
Development System
A successful business development process isn't about doing more. It's about doing the right things consistently. Retirement Plan Marketing simplifies business development by helping you focus on three essential areas.
Stay Visible
Consistent communication that keeps you connected with clients, prospects, and referral partners throughout the year.
Build Trust
Professional resources that educate your audience, reinforce your expertise, and strengthen client relationships.
Convert More Opportunities
Sales tools that help you prepare for meetings, communicate your value, and create better buying experiences.
 — HOW IT WORKS
Simple Enough
To Actually Use
Business Development that won't take hours.
Retirement plan advisors don't need another complicated marketing platform. They need a system that's easy to implement. With RPM, everything is organized, planned, and ready to customize, so you can spend less time creating marketing and more time building relationships.
Choose Your Campaign
Select from professionally developed business development campaigns, educational resources, or sales materials.
Customize in Minutes
Add your branding and personalize the messaging without starting from scratch.
Share with Confidence
Email it, post it, present it, or send it to clients and prospects.
Everything is designed to help you spend less time creating marketing and more time building your business.Â
Robust
Content Portal
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Strengthen relationships and create a positive sales experience with dynamic content from our ever-expanding library. With access to over 500+ pieces, you can quickly and easily engage with decision-makers by delivering helpful content.
Business
Development Campaigns
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Retain, nurture, and engage clients, prospects, and centers of influence with targeted content. Build your business by standing out on social media, inboxes, and Google with new and relevant content on an ongoing basis.
Sales Enablement
Materials
Confidently walk into your plan sponsor meetings and enhance your sales pitches with professional, compliance-friendly sales materials. The materials include a firm brochure, executive overview, pitch deck, factfinder, and service overview.
Robust Content Library for Retirement Plan Advisors
Annual Items
Benchmarking
Employee Education
Fiduciary Plan Governance
Financial Wellness
Investment Oversight
Plan Design
Plan Administration
Business Development Campaigns for Retirement Plan Advisors
Sales Material for Retirement Plan Advisors
Annual Education Calendar
As a retirement plan advisor...
- Do you want to grab the attention of the right prospects?
- Do you lack a consistent process to nurture leads into clients?
- Do you want more engaging content to enhance your client relationships?
- Do you need 401(k) sales material to demonstrate your experience and value?
Memberships
Essential
... Your Quality Foundation ...
Pro
... Most Popular ...
Managed Account
... Full Service Solution ...
Yes, I want a retirement plan committee topics guide!
Plan sponsors hire advisors that can simplify the increasingly complicated process of managing a retirement plan. Download a free Topics Checklist and share it with your plan sponsor network!
Speak with a Marketing Specialist
Learn how to leverage Retirement Plan Marketing to help you earn more 401(k) business.
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