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
What happens when two enthusiastic marketers get together?
They geek out about marketing! This episode dives into why it is important for advisors to find a marketing platform that you enjoy, along with how you can cultivate a niche retirement plan advisory practice. Join us to learn about how Jake Rushton got his start, grew his business through tried, true and new marketing efforts, and started a coaching community – the 401(k)lub – that helps retirement plan advisors’ level-up their business.
Tune in to learn why NOW is the time for guaranteed income within 401(k) plans. The April 401(k) Marketing Podcast is a lively discussion on how financial advisors can reimagine – using a new and simple solution to help plan participants access income for life. This edition features a very special guest and fiduciary expert Matthew Wolniewicz from Creating Income for Life with Income America 5ForLife, so you won’t want to miss it!
Having the right tool can turn a good retirement plan into a great one.
In this episode, Sasha Cibrian is joined by Micheal Magnan and Joseph Caprara from PlanPro. Micheal and Joe share their story of PlanPro, from the “aha moment” to how it has evolved today. Discover the importance of leveraging tools and data to create the best retirement plan for your clients.
In this episode, you will learn:
What led them to the investment world
How the right tools can benefit retirement plans
Why quality over quantity is so important
The importance of starting a dialogue
And more!
Discover the tool you were missing out on when building retirement plans by playing this episode now!
How can you pave your own path and stand out in a sea of professionals?
Find out in this episode, as Rebecca Hourihan is joined by The Wagner Law Group’s Thomas Clark. Tom shares the critical marketing lessons he’s learned throughout his career and shares advice for creating impactful marketing strategies that will help you stand out.
In this episode, you will learn:
How Thomas entered the ERISA industry
Why you should always be learning
How the retirement plan industry has, and will, evolve
The difference between features and benefits when marketing to clients
And more!
Discover ways you can make your marketing more impactful — and fun — by tuning in today!
In this episode, Rebecca Hourihan talks about the importance of acknowledging and understanding the sales model that works best for you in our digital world. She shares the pros and cons of the traditional sales model, and discusses the opportunities of growth and success when embracing a step forward into digital technology.
In this episode:
How to start your approach to digital marketing
Ways to create interesting and unique marketing content for virtual prospecting
How to convert online interest into your next lead or prospect
Ways to maximize your voice with new technology
And more!
Tune in now to discover techniques to transform your traditional sales model to the future of digital marketing strategies
