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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.

When Lightning Strikes, How to Create Great Content

 

Ever have a great idea and just run with it?  Whether it’s a new blog article, lead generation email campaign, or a new prospect presentation deck, the creative lightbulb is burning at 3000 mega-watts an hour.  Oh baby, you’re cruising! Those magic moments when everything just clicks. Awesome, keep the ideas flowing. Then STOP.

 

Take a moment to look at what you’ve created. Then before you share with your clients, prospects, centers of influence and compliance teams, ask yourself, how does this reflect my 401(k) advisor brand?  Is this content going to enhance the conversation? Yes, of course it is! This was your mega-watt moment. It’s good stuff that needs to be shared with the world. However – in what form?

 

Most advisors create their materials either in Microsoft Word or PowerPoint.  That is normal and okay. Some advisors will try to “spruce it up” by adding a colorful border around the text. (If you’ve ever added a box to your text for a pop of color, what color did you use? (Please share in the comments section.)  Then many advisors feel like it is ready to share with the world. Nope, not yet.

 

Ask yourself three questions:

  • 1. Does it look professional?

    • Yes.  Proceed to next question.

    • No / not sure. Partner and work with a graphic designer or design agency.  Email a few trusted professionals, tell them to be honest because you respect their valued opinions and then ask for their candid feedback.
       

  • 2. Is it compliance approved?

    • Yes. Proceed to next question.

    • No. Compliance is your friend.  As you know and read about daily, our industry is rapidly changing. Compliance departments have your best interest in mind, and it’s beneficial to your business to have them on your side.
       

  • 3. Could you do more?

    • Yes. Oh really? That’s great news. What else are you thinking?  For example, let’s say you wrote a great blog. Could you repurpose the information into an infographic?  Direct mailer? Vlog? Webinar? Seminar? Explainer video? Most pieces can be repurposed. Think about other ways you could share that information across distribution mediums (website, emails, social media, print, events, and more).

    • No.  Are you sure?  If it’s a really good idea, chances are there are lots of opportunities to promote your brilliant brain child. If you need help, ask your trusted professional friends again for their input. I bet your idea has much more mileage in the tank.  

 

Time to share it with the world

Content marketing should always follow a consistent process and serve a greater purpose.  The first step is to create a marketing calendar. Then you can schedule where and when to distribute your material. For a sample marketing calendar, click here.

 

Whether you are sharing an email, webinar, seminar, newsletter, infographic or video, there should always be a strong call to action (CTA). These CTA closing statements strengthen your marketing message (education, influence, meeting request, to name a few). Additionally, as a retirement plan expert, your content marketing should sound, look, and feel professional.

 

When inspiration hits, go with it. Embrace the creative light bulb. Then take a moment and stop. Look at your production. Create a distribution strategy. Work with a designer to make it POP. Then share it with the world, lean back, and take a moment to feel proud of your thought-leadership. Nice job! You crushed it!

 

Way to go 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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