QUIZ: 10 Questions to Self-evaluate Your Marketing

Updated: Jul 13, 2020

Take this 10-question quiz to reveal your retirement plan marketing score.

1. Does your company have a logo?

  • Yes. 5 points.

  • No. 0 points.

2. Does your company have a website?

  • Yes. 5 points.

  • No. 0 points.

3. When was your website last updated?

  • Within the last year. 5 points.

  • Within the last 1 - 3 years. 2 points.

  • Over 3 years ago. 0 points.

4. Do you have a LinkedIn profile?

  • Yes. 5 points.

  • No. 0 points.

5. What year was your LinkedIn profile picture taken?

  • 2019. 5 points.

  • 2018 - 2016. 2 points.

  • Before 2016. 0 points.

6. How frequently do you post on LinkedIn?

  • Daily. 10 points.

  • Weekly. 5 points.

  • Monthly. 2 points.

  • Quarterly. 1 points.

  • Never. 0 points.

7. What foundation marketing materials does your firm have? Give yourself one (1) point for each item.

  • Firm brochure

  • Service overview

  • Pitch deck

  • Factfinder

  • Service calendar

  • Agenda template

  • Meeting minutes template

  • Fiduciary file checklist

  • Firm folder

  • Business cards

8. What content marketing materials does your firm use? Give yourself one (1) point for each item.

  • Newsletters

  • Blog articles

  • Videos

  • Infographics

  • Best practice checklists

  • Email campaigns

  • Direct mailers

  • White papers

  • Webinars

  • Seminars

9. How frequently does your firm email clients, prospects, and centers of influence to keep them informed, while keeping you top of mind?

  • Weekly. 10 points.

  • Monthly. 5 points.

  • Quarterly. 2 points.

  • Annually. 0 points.

10. On a scale from 1 to 10, how would you rank your marketing efforts? ________________

Tally your points: _____________

75 to 50 points: Marketing super star!

Great work! You’re a super star! Keep up the stellar work! Take a look at the questions and identify any opportunities for improvement. Overall, awesome job and keep up your great marketing efforts!

50 to 25 points: On your way!

Marketing is a journey and it doesn’t happen overnight. Take a look at the questions and circle one that could easily boost your score. For example, social media. Does your headshot need a little updating? Contact a photographer or ask a friend to use portrait mode on your iPhone. Then update your profile picture. Select one question to immediately enhance and improve your marketing.

25 to 1 point: Keep your chin up!

Creating a brand takes time and continual effort. Rome wasn’t built in a day and neither was your business. Start with the basics (logo, business cards and website), then advance from there. If you need help, contact your Home Office and industry partners (wholesalers, DCIO specialists, TPAs) to learn what other successful advisory firms have done and ask if they have any internal resources that could help you on your marketing journey.

Thanks for reading and Happy Marketing!

About 401(k) Marketing

We believe the retirement plan industry can do better. Our clients are the best professional retirement plan advisors and TPAs in the business. They care deeply about saving America’s retirement future. We are proud to share their voices through industry writings, professionally-designed marketing materials (including websites), and expert content collateral. We lend support by promoting businesses through ongoing awareness campaigns. www.401k-marketing.com

About Retirement Plan Marketing

Retirement Plan Marketing is a product of 401(k) Marketing and is an ongoing turnkey marketing solution for retirement plan advisors. It is an easy-to-follow, consistent marketing program designed to get you noticed in your community and generate new retirement plan sales. When you deliver relevant plan sponsor content, you add value to your conversations and can work your way up to become known as the “go-to” retirement plan advisory office. www.retirementplanmarketinginabox.com

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We are passionate about marketing successful retirement plan advisors and TPAs.
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San Diego, CA 92101

(619) 230 - 5464

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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.