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We are passionate about marketing successful retirement plan advisors and TPAs.

401(k) Marketing

121 Broadway

Suite 540

San Diego, CA 92101

(401) 400 - 3199

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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.

401(k) Advisor: Marketing Pro Tip (3 of 4)

December 15, 2016

 

PRO Tip 3: Social vs. Social

 

401(k) Marketing is sharing more tips on how to make 2017 your best retirement plan year yet!!  Thanks for reading this week’s Pro Marketing Tip.  Let’s talk about Social vs. Social. 

 

I mean, Social Media vs. actually meeting people.  The Pro Tip response, do both.  Add to your calendar 20 minutes per day to be digitally social.  Take that Social Media break and don’t be bashful. This is super important to your business.  Congratulate people on their success, comment on posts, and write your own articles demonstrating your thought leadership. 

 

Then there is social – actually meeting people.  DOUBLE Pro Tip!  Whoa!  Here is it - - - > meet with one (1) new center of influence per month.  Have a cup of coffee, beer, wine, pick your poison and do it.  One new professional per month.

Follow those two Social Guides and that’ll put a lot of jingle into your 2017 retirement plan business. 

 

Thanks and Happy Marketing!

Your Friends at 401(k) Marketing

 

*Missed our previous Pro Marketing Tip posts, no worries!  Check them out here: Have a Plan and First Impressions Matter.

 

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 voice through industry writings, professionally-designed brochures, and marketing collateral.  We assist in promoting their businesses through on-going awareness campaigns.  401(k) Marketing is based in San Diego, CA.  Check us out at www.401k-marketing.com

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