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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.

Behind the Scenes I Animated Video

 

 

More and more savvy professionals are turning to video for quick snippets of information. Whether it is a who’s-who’s for a political election to a training video on Excel pivot tables to “what does it means to be a fiduciary?” video is fast becoming another normal way to seek out answers to our questions.

 

If you’re a retirement plan advisor interested in creating an animated video for retirement plan committees or participants, here is a behind-the-scenes look at what it will take to create one.

  1. Topic. You need to start with a frequently-asked question that your plan sponsors want answered such as, what is financial wellness? How can we stretch the match? What is a Safe Harbor?

  2. Research. Take a few moments to gather information about the topic whether it is a recent white paper, infographic or research report. This is important if you want to reference statistics or data trends within your video.

  3. Script. For a one-minute video, aim for ten sentences. For a two-minute video…you guessed it, twenty sentences. That’s it. Keep the sentences short and to the point.

  4. Compliance. Partner with your compliance department and submit the script. It’s best to gain script approval at this stage when changes are much easier. If you wait until the video is produced, even small modifications can be time consuming and costly.

  5. Voiceover. Decide whether you are going to narrate the video or hire a professional voiceover artist. For a variety of available talent, check out SoundCloud.

  6. Animation. In our experience, most advisors are not moonlighting as graphic designers, illustrators and animators, but if you are, great! If not, then it’s time to hire an animation artist. Provide your choice with the script including voiceover. Then give them your creative vision.

  7. Edits. Review your video. How does it look? How is the sound quality? Ask your animation artist to make any changes you feel are appropriate.

  8. Compliance submission. Wait, I thought we already did this? You did. But you need to show them your final production.

  9. Edits. Work with your voiceover professional and animation artist to edit the video per your compliance department’s requirements.

  10. Post! Yay! Post that video on the World Wide Web. Share it via social media and YouTube. Add it to your website. Promote it from the mountain tops.

Hope this was helpful and congratulations, you’ve created and posted your first animation video!

 

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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