To grow your advisory firm, you need initiatives and strategies that can help you reach a broader clientele.
In this episode, Sasha Cibrian shares her knowledge on how to design the necessary activities to expand your firm. She covers topics like client acquisition, retention, reputation, brand awareness and why having niche retirement plan content enhances your trust. Additionally, she provides useful tips to help businesses expand their network through email campaigns and social selling with LinkedIn.
Sasha discusses:
The concept of business development
How the sales funnel can be useful to develop business strategies
Tips on how to advance an advisor’s business
The value of outsourcing when getting into business development
As an advisor, you may feel limited when it comes to ways that you can market yourself to your ideal client. What if you could change that?
In this episode, Rebecca Hourihan shares with listeners the top three newest trends she sees in the ways financial advisors are marketing themselves. While she discusses what is working right now, she also covers past trends and future outlooks.
Rebecca discusses:
The newest trends that advisors are using right now to market themselves
What trends may not be worth your investment
The digital tools available to increase advisor marketing efficiency
When was the last time you took a step back to assess your business? Reviewing your brand, mission, goals and marketing initiatives will help know if you’re on (or off) track.
In this podcast, we’re going to show you how to do a company assessment with your team. So you can write and formalize a Marketing Strategy to align your brand, mission, team and goals into a unified client service standard and build an action plan for business growth.
Rebecca and Sasha discuss:
What marketing strategy is and why 401(k) advisors need it
When marketing your business, it’s important to have a diverse strategy so you can reach as many of the right plan sponsors as possible.
In this episode, Rebecca Hourihan speaks with retirement plan advisor legend, Mike Kane of Plan Sponsor Consultants. Mike discusses the importance of advisors using a variety of marketing tactics in their business’ tool kit to reach the largest audience.
Mike discusses:
The evolution of Plan Sponsor Consultants marketing tactics over the years to get in front of prospective clients
The current marketing strategy Mike and his team use to win retirement plan business
The three topics plan sponsors are most interested in
Advice for financial advisors and ways they could implement marketing strategies into their practices
What the retirement plan industry might look like in 10 years
Michael Kane serves as Managing Director of Plan Sponsor Consultants. He is a member of Retirement Partners Group (RPG), a network of advisors associated with LPL Financial who are among the 401(k) plan distribution leaders in terms of number of retirement plan advisors, plans, participants and assets under advisement. He is also a member of GRP Advisor Alliance, an independent network of retirement plan focused advisors. GRP Advisor Alliance is not affiliated with or endorsed by LPL Financial.Mike is also a member of the prestigious national Retirement Advisor Council (RAC), where he serves on 2 committees. Mike also serves on various committees of the National Association of Plan Advisors (NAPA), a division of the American Retirement Association. Mike also serves on the Retirement Advisor Leadership Committee of LPL Retirement Partners. He is a member of the Centre For Fiduciary Excellence (CEFEX) and the Center for Fiduciary Studies.
Mike is an Accredited Investment Fiduciary Analyst (AIFA). AIFA’s have completed a rigorous specialized program on investment fiduciary standards of care at the Center for Fiduciary Studies, in association with the University of Pittsburgh Joseph M. Katz Graduate School of Business. He also is a Certified Plan Fiduciary Advisor through the National Association of Plan Advisors.
Good design is more than meets the eye. It impacts the way people feel about your company and its potential long-term success. So, it’s crucial for modern advisors to invest in thoughtful branding that tells your authentic story.
Branding, website design and content lay the foundation for your client experience and should come together to convey your firm’s story in a way that engages your target market.
In this episode, Rebecca Hourihan and Missy Schoedel discuss how quality design can improve your business. They outline the necessary elements 401(k) advisors need and highlight how 401(k) Marketing helps their clients find their authentic brand.
Rebecca and Missy discuss:
The foundational elements you need for marketing your business
Why quality design is necessary to convey your brand’s story
The most important components to creating website longevity
How 401(k) Marketing can help you design your brand
Missy Schoedel joined the 401(k) Marketing team in January of 2015 and as the company’s first employee, has been an integral part of growing the firm to where it is today. Armed with a passion to nurture and connect, she has helped many top advisors craft their unique value propositions, develop strong brand identities and create meaningful connections through a variety of marketing mediums. She brings fresh ideas, a deep understanding of the retirement industry and a curiosity that drives her to explore new ways to enhance client relationships.
In this episode, Sasha Cibrian welcomes back Rebecca Hourihan , the two dive into a discussion on important updates in the advisory industry as well as marketing trends for 2022. They share their ‘big three’ most important market strategies for advisors to differentiate themselves online and make 2022 their best year yet.
Sasha and Rebecca discuss:
The importance of content marketing that is high quality, timely and relevant
Some of the biggest marketing trends this year within SEO, email marketing and social media
The four different types of search intent and the keyword content they’re related to
Going viral and how to beat the algorithm on social media, google and email
Email marketing is becoming a ‘must-have’ in an advisor’s marketing strategy. It can help you inform and educate clients and prospects… plus stay top of mind, all in a timely manner.
Whether or not you have an email marketing strategy today, you’ll need one in 2022.
In this episode, Sasha Cibrian shares 401(k) Marketing’s best strategies to help you master email marketing in the new year, outlines how to get started and gives tips on how to create the best strategy for your business.
Sasha discusses:
Tools for email marketing and finding the right strategy for your business
Different types of email marketing and when to use them
How to write a captivating, educational and entertaining email
Facebook, Instagram and Tiktok have become a platform for personal and professional use, but LinkedIn has become the primary platform for networking and career development
In this episode, Sasha Cibrian is joined by her colleague, Emi Weiss, to discuss the primary social media being used by advisors, LinkedIn. They discuss why financial advisors should focus on this platform and how they can optimize their profile in order to increase connections and potential prospects. Sasha and Emi also share marketing pro tips to doing so and increasing engagement within your current and future network.
Sasha and Emi discuss:
Why professionals should focus on LinkedIn
What features financial advisors should use
Tips for initial and continued contact with connections
All retirement plan professionals want to stay top of mind for clients and prospective clients. Efficient and strategic marketing is key to making this a reality.
In this episode, 401(k) Marketing’s marketing manager, Sasha Cibrian, discusses how to market yourself and your company efficiently and effectively. She shares tips for marketing automation and tools you can use to increase your presence to get time back in your day.
