Why Advisors Should Setup Google Alerts

Updated: Oct 16



Have you done something news worthy? Are your events garnering local media? Has your blog article gone viral? By setting up a (free) Google alerts, you can learn about your digital footprint. Specifically, what is being said about you and your company. Additionally, you can setup Google alerts for your clients, prospects, and centers of influence. These alerts can keep you in-the-know about current digital news.


Reasons why to setup Google Alerts

  • Know what is said about you online

  • Know what is said about your firm online

  • Stay up to date with clients, prospects, and centers of influence

  • Track similar competitors

  • Learn up to the minute happenings

How can retirement plan advisors use Google Alerts? Here are a few examples.


Know what is said about you online

Let’s say you attended a charity event. At the event, the photographer snapped a conversation picture. Two weeks later, the photos appear online and your name is tagged in the photo. Great! Now there’s a nice picture of you sponsoring your community and doing good.


Marketing tip: Send a Thank You note to the charity board members and link the web page with your featured photo. This shows your appreciation, it reminds them of their good work, and keeps you top of mind.


Know what is said about your firm online

Let’s say your firm is hosting a financial education meeting. During the meeting, one of the employees is taking notes and asking questions. Then later that night, they open their laptop and write a review of that experience. They said, “Money has never made sense to me until today. I attended a financial education class at my company and instead of using confusing % signs the presenter said to think in terms of pennies. He asked, can you save one more penny? Well, heck ya. So to all my blogging readers, can you save one more penny? If you can, up your 401(k) savings amount by 1%. It’s really that simple.”

What a nice online comment! And that employee mentioned your firm. Wouldn’t that be helpful to know about?

While, we realize that testimonials are forbidden that doesn’t mean they don’t happen. In today’s world, anyone can write anything online. It’s better to know what is being said then to be caught off-guard.


Staying up to date with clients, prospects, and centers of influence

What if one of your clients, prospects, or centers of influence has big news? Be one of the first to congratulate them! Easily add your list to Google alerts and separate names with a comma.


Marketing tip: When you are one of the first to recognize your network for good work, you will memorably stand out. This is a chance to promote your professional network and foster better relationships.


Track similar competitors

Find out what your competitors are doing? Did someone launch a new financial wellness partnership? Did they acquire a new firm? What are they doing to differentiate? Learn through their digital footprints what other firms are doing, so you can be one step ahead.


Learn up to the minute happenings

Another benefit is to know what is happening now. Yes, news sources are fantastic and you should be actively reading about industry events. But what about local events? What is the local, regional, and national stories that are specific to your business?

As a quick example, let’s say you’re part of a larger aggregator firm and want to know what other branch firms are doing. Setup an alert, so that every time one of the branches has news, you’re aware. Then you can ask better questions, learn what your peers are doing, and enhance your collaboration.


Google alerts is free and simple way to stay informed and updated on items that are important to you. To get started, go to www.google.com/alerts and start with your name and your firm’s name. Try it out. Then build on from there.


Hope that is helpful!


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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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.