A complete 12-week business development campaign delivered every quarter to help you stay in front of plan sponsors, clients, prospects, and COIs with relevant retirement plan content.
Build relationships. Create meaningful touchpoints. Stay top of mind.
Preview a CampaignCustomize your content with your brand's colors, fonts, logos, contact information, and disclosures.
The Advisors Who Stay Visible Often Stay Top Of Mind
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Most retirement plan advisors don't lose opportunities because they lack expertise.They lose opportunities because they disappear.
- Prospects get busy.
- Clients become distracted.
- Referral partners forget.
- Competitors stay visible.
The advisors who consistently communicate with their audience create more opportunities for conversations, referrals, and long-term relationships.
That's exactly why the Business Development Campaigns were created.
Your Next 12 Weeks Planned For You
Week 1
Blog Article
Timely topics focused on 401(k) plan strategy and fiduciary best practices.
Best for: Prospects & Clients
Week 2
Employee Education
Educational content that adds value and supports financial wellness.
Best for: Plan Sponsors &Â Employees
Week 3
Video
Short video content that explains important retirement plan topics.
Best used for: Social Media
Week 4
Blog Article 2
SEO friendly blog content to build your online presence.
Best for: Website blog
Week 5
COI Touch Point
Opportunities to strengthen relationships with referral partners.
Best for: Centers of Influence
Week 6
Blog Article 3
Engaging blog content to keep your clients and prospects informed.
Best for: Clients & Prospects
Week 7
Postcard
Stand out postcard for prospect outreach.
Best for: Prospects
Week 8
Social Card
Engaging social media carosel posts to build visibility and stay top of mind.
Best for: LinkedIn
Week 9
Sales Email
Wrap up the quarter with key insights and a call to connect.
Best for: Prospects
Week 10
Plan Sponsor Guide
Valuable resource that positions you as a trusted retirement plan expert.
Best for: Clients & Prospects
Week 11
Newsletter
Quarterly newsletter focused on retirement plan insights and updates.
Best for: Clients & Prospects
Week 12
Compliance Updates
Timely compliance updates for upcoming quarter.
Best for: Clients & Prospects
More Opportunities
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Create more touchpoints tht lead to conversations and new business. Content crafted for key decision-makers to boost financial literacy, ensuring valuable communication to all.
Compliance-Friendly
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We take compliance seriously. Our 7-step review process ensures smooth approval through most compliance departments, and weâre even pre-approved for LPL Advisors.
Consistent Visibility
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Stay in front of your target audiences all quarter long via website blog content, email marketing, social media, and SEO strategies.
Time Savings
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A complete 12-week strategy done for you, completely built out with plan sponsor and participant content. Just plug in your branding and send!
Complete Quarterly Game Plan
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Receive a new 12-week campaign each quarter with a detailed game plan to engage leads, educate clients, and strengthen COI relationships, keeping you top of mind all year long.
- Fresh, targeted contentÂ
- Original and timely
- Professionally written
- Beautifully designed
- Â Strategy drivenÂ
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Newsletters
Employee Education
Blog Articles
Plan Sponsor Checklists, Guides, and Infographics
Videos
Email Templates
Social Cards
COI Outreach TemplatesÂ
Speak with a Marketing Professional
Learn how to leverage Retirement Plan Marketing's business development strategy to nurture leads and enhance your reputation.
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