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We are passionate about marketing successful retirement plan advisors and TPAs.

401(k) Marketing

121 Broadway

Suite 540

San Diego, CA 92101

(401) 400 - 3199

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401(k) Marketing, LLC is not in the business of providing legal advice with respect to ERISA or any other applicable law. The materials and information do not constitute, and should not be relied upon as, legal advice. The materials are general in nature and intended for informational purposes only. All content, including any brochures or other materials designed for potential use with plan sponsors, fiduciaries, and plan participants, must be reviewed and approved by the compliance and legal department(s) of the Financial Professional and/or Third Party Administrators firm prior to any use to confirm that they meet the firm’s legal and compliance policies and standards. The Financial Professional, Third Party Administrator,  and his/her firm are solely responsible for the use of content and any materials included herein, and for ensuring that all services provided by the Financial Professional and Third Party Administrators conform to the firm’s legal and compliance policies and standards.

Welcome! You've Come to the Right Place!

100
 of MARKETING

POINTS

Your custom action plan to 
earn your
 
PhD in marketing
YOUR CUSTOM INTERACTIVE
WORKBOOK EXPERIENCE

As promised, click to view100 Points of Marketing recorded to share with your whole team, at your convenience! Pause it. Rewind it. Play along.
Use what you learn from your final scores to get marketing and solidify your name as your territories trusted, retirement plan expert.

Let's get you setup on social media, branding, business cards, content marketing, email campaigns, and all the actions you need to become known as the 'go-to' retirement plan advisor in your community.

And - of course, let's have some fun. 

Let's get you setup on social media, branding, business cards, content marketing, email campaigns, and all the actions you need to become known as the 'go-to' retirement plan advisor in your community.

And - of course, let's have some fun. 

As promised, click to view 100 Points of Marketing recording to share with your whole team, at your convenience! Pause it. Rewind it. Play along.
Use what you learn from your final scores to get marketing and solidify your name as your territories trusted, retirement plan expert.

Let's get you setup on social media, branding, business cards, content marketing, email campaigns, and all the actions you need to become known as the 'go-to' retirement plan advisor in your community.

And - of course, let's have some fun. 

As promised, click to view 100 Points of Marketing recording to share with your whole team, at your convenience! Pause it. Rewind it. Play along.
Use what you learn from your final scores to get marketing and solidify your name as your territories trusted, retirement plan expert.

LinkedIn Banners

Below are some sample LinkedIn banner ads to spruce up your social profile. Feel free to click one of these that you like and upload it to your banner!

 

The suggested size is 1584 x 396 pixels, so any image that size or larger, will fit into the space. If that's all Greek to you, don't worry, try these quick, step-by-step instructions:

  • Step 1: Login to LinkedIn

  • Step 2: In the top right-hand corner, there's a small circle with your profile picture in it, click it

  • Step 3: Then click, View Profile

  • Step 4: Find the pencil next to your name, click it
    I promise we're almost done!

  • Step 5: In the top right corner, find the other pencil, click it

  • Step 6: Pick your desired image and adjust to your preferred position within the space provided

  • Step 7: Click Save!

  • Step 8: Pat yourself on the back!

Doesn't that look awesome?
I know, right?! 

Where, who, what of LinkedIn

Probably one of the most important sections of LinkedIn Your Public Profile. 
This is what people outside of your connected network see. Check it out.

 

  • Step 1: Login to LinkedIn

  • Step 2: In the top right-hand corner, there's a small circle with your profile picture in it, click it

  • Step 3: Then click, 'Edit public profile & URL'

  • Step 4: You will be redirected to another webpage. 
    That's normal.

  • Step 5: LinkedIn is showing you what others see, is it what you want them to see? Does it need improvements? 

  • Step 6: Check out the right-hand side, that's where you can make updates. 

  • Step 7: Check to see who can find you (Privacy) and then update to make sure you are comfortable with the search scope.


Great work!

Love it or hate it, social media is a powerful tool that advisors should be utilizing to help grow and promote business. Each post made by you and your team should amplify your core values and work toward the same objective. Before diving into the world of social, you should take a moment to evaluate your goals and unify your message.

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What are plan sponsors searching? Industry Keywords:
  • Fiduciary

  • 401k

  • 403b

  • 401k Plan

  • Retirement Plan Advisor

  • Top Retirement Advisors

  • Fiduciary Advisor

  • TPA

  • ERISA

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