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Extending your digital handshake.
Let your prospects digitally meet you so they will know you, like you, and trust you.
LinkedIn Checklist
Banner Image
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Accurate Name
Accurate Job Title and Company
Actively Post Organic Content
Share, Like and Comment on Content Daily
500+ LinkedIn Connections
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How are you actively
promoting you?
Content curation or creation, data collection and analysis, and a promotion strategy.
Find a focus that is relevant, timely, and positions you as a retirement expert. Consider these topics to write about:
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Fiduciary Plan Governance
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Financial Wellness
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Plan Design and Administration
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Investment Oversight
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Don't have time to write? Consider outsourcing your content to an industry writer or pre-curated content solution.
Pick a Topic
Collect data from Google Analytics, LinkedIn, light boxes on your website, and more to add to your CRM.
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Where is your data most active? On LinkedIn? Via email campaigns?
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By studying your data, you can put your marketing efforts into specific channels to best distribute content to them.
Research Your Audience
Once you identify your distribution channels, time to publish your campaigns!
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Whether you promote on social media, company blog, email marketing, webinars, and more, we recommend creating a promotion calendar.
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Your promotion calendar should include posting dates and times, post location, and follow-up dates and times.
Publish and Share!
Display Ads
LinkedIn Ads
Google Keywords
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Fiduciary
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401k
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403b
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401k plan
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Retirement plan advisor
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Top retirement advisors​
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ERISA
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Plan Sponsor Resources
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HR 401k Resources
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401k Compliance Help
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Recordkeeper Fees
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Advisor Fees
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401k Investment Menu
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401k Benchmarking
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Retirement Plan Broker
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401k Broker
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401k Consultant
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401k Attourney
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Fiduciary advisors
Putting it all together...
Prospect Googles for information about fiduciary checklist
Google ads shows advisor website for free fiduciary file checklist
Prospect clicks and visits your website to download checklist
Prospect enters email address to receive checklist
Prospect's email is now integrated with advisor's CRM and enters additional lead nurturing campaigns