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The Advisors Who Stay Visible Often Stay Top Of Mind
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.
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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 & 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
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
We take compliance seriously. Our 7-step review process ensures smooth approval through most compliance departments, and we’re even pre-approved for LPL Advisors.
Consistent Visibility
Stay in front of your target audiences all quarter long via website blog content, email marketing, social media, and SEO strategies.
Time Savings
A complete 12-week strategy done for you, completely built out with plan sponsor and participant content. Just plug in your branding and send!
Your New Quarterly Content
Plan Sponsor Newsletter
Demonstrate your knowledge as a retirement plan advisor with a quarterly newsletter loaded with professional articles focusing on hot topics and current events that keep your clients and prospects informed. Each compliance-friendly newsletter is easily customizable and ready to share with 401(k) decision-makers and centers of influence.
Employee Education
Provide quarterly employee education to participants with worksheets, infographics, newsletters, and more! There is a variety in topics and formats to make it easily digestible and easy to understand.
Blog Articles
Increase your digital reputation and SEO with monthly thought-leadership blog articles. Each article has been optimized to help you climb search rankings and build online traction so that when prospects visit your website and social media, they instantly recognize you as a dedicated retirement plan professional.
Plan Sponsor, Checklists, Guides, and Infographics
Engage your audience and draw them to your company with plan sponsor and participant infographics designed to present complex retirement plan information in a visually stimulating way. The retirement industry is complicated, but you have the expertise to make it simple for them.
Videos
Inform, educate, and engage your prospects with one of the most effective business to business marketing forms: videos. These short videos can enhance your website, social media and help increase your search rankings when uploaded to YouTube.
Email Templates
Advance prospects though your sales pipeline and build stronger client relationships with regular communication. Each content piece within the business development campaign has a correlating promotional email so you can stay in front of your contacts and instill confidence as their trusted retirement plan advisor.
Social Cards
Your social media profile is often the top search result when a prospect or referral is gathering more information about you and your firm. Staying active on social media with professional and informative posts, shows your dedication, demonstrates expertise and builds your reputation as a trusted retirement plan advisor.
COI Outreach Templates
Building strong COI (Center of Influence) relationships is essential for advisors, since referrals are a major source of new business; with consistent reminders, strategic templates, and well-defined goals, you can effectively harness these connections.
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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