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401(k) Marketing

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San Diego, CA 92101

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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.

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If You Cloned Yourself, What Could You Accomplish?

Updated: Apr 17


Imagine it, two of you! Think of all the stuff you could achieve! What immediately comes to mind? How would you maximize this business opportunity?

At a recent conference, an advisor shared that his office has been talking about starting a blog for years, but no one has the time. It’s on every one of their monthly team meeting agendas. Then each month it slides to the next. Does that sound familiar? Those agenda items that keep recurring but never get resolved?

Another advisory firm shared that they know their website needs attention, but they simply cannot find the time. They hired a website team and the volume of calls, strategies, and back-and-forth conversations were too much. The website team didn’t understand the 401(k) business, so they needed the advisor to write the website copy.

A different firm discussed similar circumstances. Ideally, they wanted to host quarterly plan sponsor seminars; however, they don’t have a full-time person dedicated to events. So, by the time they planned, organized, funded, invited guests and hosted one of these events, it had taken 6 months to coordinate. They admit that they don’t have the time, resources, or staff to accomplish the projected quarterly events. Therefore, they usually host one event per year, but they feel disappointed at not having done more.

What gets attention, gets done

Does any of this sound familiar? Of course it does, we all have at least one thing that’s been in the back of our minds. Nagging at us. Taunting us. Reminding us that it’s incomplete and needs our attention. But when do you find the time?

You have three choices:

  1. Hunker down and do it.

  2. Move on and forget about it. It’s not worth the worry and self-inflicted guilt.

  3. Hire a firm and accomplish it together.


Hire and accomplish together

The internet is a wonderful place. With a few keystrokes, you can normally find a qualified partner firm to complete any task. Thankfully, in our 401(k) industry, we have many talented companies that can help you with blogs, websites, events, and more.

Here are few awesome ones definitely worth checking out:

Website Partners

  • AdvisorWebsites

  • GSM Marketing

  • 401(k) Marketing

Content Partners

  • GSM Marketing

  • Inspired Meetings by Ann Schleck

  • Retirement Plan Marketing

  • RPAG

  • 401(k) Marketing

Event Partners

  • The Plan Sponsor University (TPSU)

  • Xponential Growth Solutions

These are just a few examples of companies that can help professional retirement plan advisors clone themselves. While it would be incredible to clone yourself, by hiring qualified partners, it’s still possible to accomplish your marketing goals.

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


#401kmarketing #403bmarketing #fiduciarymarketing #retirementplanMarketing #retirementplanconsulting #401kMarketing

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