Is your website important?
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,...
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- Feb 6, 2016
- 3 min
3 Brand Building Ideas
What Do You Need to Compete in Today’s TPA Marketplace? Below are three marketing ideas to professionalize your TPA firm. These branding...
- Jan 21, 2016
- 1 min
401(k) Speed Dating with Rebecca Hourihan
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...
- Jan 6, 2016
- 2 min
Is your TPA marketing ready for 2016?
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...
- Jan 4, 2016
- 1 min
Your 90 Day Marketing Calendar
Click for your retirement plan specific 90 day marketing calendar. Hope you enjoy! Thanks for reading and Happy Marketing! About 401(k)...
- Dec 22, 2015
- 1 min
Is Marketing an Expense or an Investment?
Check out our interview with The 401(k) Study Group where we discuss whether Marketing is an expense or an investment. Listen Now! Is...
- Dec 7, 2015
- 4 min
Is marketing an expense or an investment?
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,...
- Nov 5, 2015
- 3 min
Breaking Up (with your retirement plan advisor) is Hard to Do
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...
- Oct 7, 2015
- 3 min
Would You See a Podiatrist for a Heart Attack?
A hundred years ago, if you were ill, you went to the town doctor. That physician would see patients with all types of...