Know where you are, so
you can plan where you’re going.
First and most importantly, we get to you know you and your team. We walk you work through an in-depth questionnaire to learn how you became a retirement plan advisor and why you love our industry. Then, we listen as you share your natural voice, stories, and passion for the space. We will ask you about your fiduciary plan governance process and how you work to increase participant outcomes.
Throughout our conversations, you will have our undivided attention. Your information will provide the foundation of knowledge that we need to understand who your target clients are, what your geographic territory is, where your sector markets are, what your SWOT analysis is, and what your competitive advantages are.
Based on the information you provide and your vigor for retirement plan success, we will create three executive marketing strategy reports. These will include: a comprehensive analysis, brand vision palette, and a tactical marketing plan.