If you’ve been waiting for a sign - this is it. Let’s trade social distancing for social media. Flatten the curve of employee education meetings to on-demand financial training.  From office meetings to website visits. Use professional introductions to a Google search....

This list is specially designed to help you increase your local authority as a retirement plan professional and to attract new plan sponsor clients. So, here we go!

1. Email. Email is one of the most efficient ways to contact your prospect list. We recommend an email l...

Modern day work schedules are hectic. Between emails, calendar coordination and marketing campaigns, it can be challenging to stay on top of everything. To help make life (and referrals) easier, here are 3 simple and often overlooked retirement plan advisor marketing s...

Take this 10-question quiz to reveal your retirement plan marketing score.

1. Does your company have a logo?

• Yes. 5 points.

• No. 0 points.

2. Does your company have a website?

• Yes. 5 points.

• No. 0 points.

3. When was your website last updated?

• With...

Imagine it, two of you! Think of all the stuff you could achieve! What immediately comes to mind? How would you maximize this business opportunity?

At a recent conference, an advisor shared that his office has been talking about starting a blog for years, but no one ha...

Have you ever looked at a Monet painting up close? Like really close? When you do, you’ll see tiny dots, or points of color. As your eyes narrow in on the brushstrokes, they will look arbitrary. Red next to green next to purple next to blue. They seem disconnected.

It’s...

When you took your FINRA Series Investment Exam, you probably heard the term, “hang a shingle.” The term implies that your financial services company is open for business. Now, that same concept can be applied to pressing “Publish” on your website. Your digital storefr...

In the retirement plan business, the majority of new clients come from either an existing client referral or center of influence introduction. However, don’t be fooled; over 86% of prospects will Google before they agree to meet with you.  This means that you first hav...

Ever have a great idea and just run with it?  Whether it’s a new blog article, lead generation email campaign, or a new prospect presentation deck, the creative lightbulb is burning at 3000 mega-watts an hour.  Oh baby, you’re cruising! Those magic moments when everyth...

In 2015, Google announced that for the first time in history, more searches were conducted on mobile devices than on desktop computers. Since that time, mobile search has continued to increase. So much so that Google has announced that starting July 1, 2019, they will...

For many retirement plan advisors, the summer months are generally slow, but that doesn’t mean your marketing campaigns should take a vacation. Instead, automate them! Use this downtime to strengthen your regional authority as a retirement plan expert.

In this article,...

If you said, “Yes, I am,” then you’re not the only one – and you’re prospects are too! The majority of us are on screen time 3 hours and 15 minutes per day. Whether it is a quick email or flipping through social media, more and more moments of the day are devoted to st...

Two friendly advisors walk into a conference room, the conversation goes:

“How’s business?” asks Bill.

“Steady, what’s new with you?” Paul replies.

“Glad you asked, we recently launched a new 401(k) blog series and it’s been fun seeing the uptick in our website traffic,” ...

More and more savvy professionals are turning to video for quick snippets of information. Whether it is a who’s-who’s for a political election to a training video on Excel pivot tables to “what does it means to be a fiduciary?” video is fast becoming another normal way...

If you Google your name, what do you find? Does your LinkedIn profile appear? What about your professional biography? How about an article you wrote and/or were quoted in? Rather, is it something different? When you do a digital audit (Googling yourself), you learn wha...