Mar 10, 20173 min401k Advisors: Marketing Works in a Squiggly LineLet’s say you post on social media, a prospect sees your post and clicks over to your website. Then they read your biography and a...
Feb 28, 20174 min401k Advisors: Should Marketing Come Out of My Pocket?Some years ago, you had the bold idea to step out on your own as a retirement plan advisor: to forge your own destiny! At that point, all...
Feb 21, 20173 min3 Tips to Spice Up Your MarketingFinancial Services is a pretty vague term. It groups together everyone from insurance agents to wealth managers. Then there is the list...
Jan 25, 20175 min401k Advisors: Don’t Be the Ugly House in the NeighborhoodAs a modern consumer living in the digital age, we all have choices. Like most savvy buyers, we first notice the appearance of that...
Dec 22, 20161 min401(k) Advisor: Marketing Pro Tip (4 of 4)401k Marketing Tip to get your business in shape for a Grand Slam retirement plan advisory year.
Dec 15, 20162 min401(k) Advisor: Marketing Pro Tip (3 of 4)PRO Tip 3: Social vs. Social 401(k) Marketing is sharing more tips on how to make 2017 your best retirement plan year yet!! Thanks for...
Dec 9, 20162 min401(k) Advisor: Marketing Pro Tip (2 of 4)Want more of the secret sauce? Here’s to making 2017 a Grand Slam retirement plan year! Let’s dive into 401(k) Marketing’s next Pro Tip....
Dec 2, 20162 min401(k) Advisor: Marketing Pro Tip (1 of 4)Want to know the secret sauce to make your 2017 a Grand Slam retirement plan year!?! Over the next four weeks, we are going to reveal...
Oct 18, 20163 minTale of Two OfficesIt was the best of times; it was the worst of times. With the Conflict of Interest Rule, retirement plan opportunities are everywhere....