Let’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...

ATTENTION 401(k) PLAN ADVISORS: With the finalization of the conflict of interest rule, you just lost a major competitive advantage, “I’m...

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...

Is your website important? A TPA office once told me, “We have two store fronts. The first one is here, and we have a receptionist,...

What Do You Need to Compete in Today’s TPA Marketplace? Below are three marketing ideas to professionalize your TPA firm. These branding...

The 401(k) Study Group invited us to speak about prospecting and marketing. We decided to have some fun and turned the discussion into a...

Oh, the glorious holidays. Did anyone else eat too much? Drink too much? And, have a great holiday season? Well, now it’s time to...

Click for your retirement plan specific 90 day marketing calendar. Hope you enjoy! Thanks for reading and Happy Marketing! About 401(k)...

First, a special thank you to Chuck Hammond for asking this question on Koffee Talk. If you would like to listen to the mini-podcast,...

Check out our interview with The 401(k) Study Group where we discuss whether Marketing is an expense or an investment. Listen Now! Is...

Why do we stay in bad relationships? Whether it’s your spouse, a friend, an old car, or your financial advisor, we hold on to the...

A hundred years ago, if you were ill, you went to the town doctor. That physician would see patients with all types of...