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  • Writer's pictureRebecca Hourihan

Charting Your 2024 Success

As 2023 ends, it's a great time to evaluate your current business goals and assess your progress. Did you hit your targets? Were there areas for improvement? And most importantly, what should you focus on in 2024? Let's take a closer look.

Evaluate Progress

Before you can set new goals, you need to evaluate your past performance. Start by reviewing your existing marketing plan. Did you execute it consistently? Consider the metrics you've been tracking - website traffic, social media, email marketing - and compare them to your goals. Did you hit your targets? If not, what got in the way? Be honest with yourself about what worked and what didn't.

Set SMART Goals

Once you've reflected on your 2023 progress, it's time to set new goals for 2024. Remember to keep them SMART - specific, measurable, attainable, relevant, and time-bound. Set clear objectives for website traffic, social media engagement, lead generation, and client conversion. Ensure that your goals are realistic and aligned with your overall business objectives. Consider the resources you have available - time, money, and personnel - and chart out a plan to achieve your goals.

Establish Key Strategies

When setting your 2024 business development goals, consider the following suggestions:

1. Focus on LinkedIn

LinkedIn is the ideal platform for retirement plan advisers. It allows you to connect with decision makers, share your expertise, publish content, and cultivate relationships. It is crucial to spend dedicated time on LinkedIn every day.

2. Subscribe to Content

Staying up-to-date with current trends and industry news is essential to better serve your clients. Make sure you are subscribing to reliable sources of information related to the retirement industry. This will help you stay informed and provide your clients with the most current and valuable information.

3. Use AI

AI has become an increasingly popular tool in the financial industry. It can help you streamline your marketing efforts, save time, and better serve your clients. Consider trying AI tools that can help you with quick marketing efforts like social media post copy or introduction emails to referrals.

4. Get Feedback from Clients

When was the last time you asked clients for their feedback on your marketing? Make sure you are regularly seeking feedback from your clients to evaluate their satisfaction with your communication efforts. It will help you identify and prioritize your areas of improvement.

2024 is a new beginning and a fresh start for your business. Setting achievable marketing goals and measuring progress is critical for your success in retaining and earning new clients. By incorporating these suggestions, you can improve your marketing efforts and achieve your goals in the new year.

Thanks for reading & Happy Marketing!

About Us

401(k) Marketing is the modern marketing agency for the retirement plan industry. We are proud to support our clients through custom engagements, content marketing campaigns, sales material innovations, thought-leadership consulting, interactive workshops and speaking events. Our mission is to empower the retirement plan industry with high-quality marketing, ultimately inspiring Americans to become financially prepared for their future.

Retirement Plan Marketing is the solution for retirement plan advisors looking for an ongoing and scalable marketing process to generate awareness, streamline sales opportunities and earn more 401(k) business. This comprehensive, strategy driven marketing program includes digital content and sales material specifically designed to help retirement plan professionals attract the right decision makers.


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