9 marketing hacks to improve your 401(k) business
TRANSCRIPT
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That will impact your retirement plan business
9
Marketing Hacks
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How many advertisements does the average person experience per day?
A. 2,500 B. 5,000
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Source: CBS News. Cutting Through Advertising Clutter.
5,000
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A. 2% B. 8%
What percentage of annual income is recommended to spend on marketing your business?
Small Business Administration. How to Set a Marketing Budget that Fits your Business Goals
and Provides a High Return on Investment.
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8%
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HeatMap Mail
Prospect
Social
Direct
Global
Relationships
Original Blog Posts
Outbound Team
Partner Series
Webinars
Press Releases
Media Pitches
2nd Degree
Info-graphics
Videos
Email Invitations
How do you cut through the clutter?
Centers of
Influence
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Lead Lists• Picture of an empty auditorium • Picture of a full auditorium
Empty Auditorium Full Auditorium
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• Put your prospects into mapping software
• Find clients nearby and then ask for introductions
• Define your target market
HeatMap
Relationships
Centers of
InfluenceHeatMap
2nd Degree LinkedIn
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LinkedIn 2nd Degree Connections
Relationships
Centers of
InfluenceHeatMap
2nd Degree LinkedIn
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• Attorneys
• Payroll Providers
• Benefit Advisors
• Accountants
• People with 500+
LinkedIn Connections
• Connectors of People
Centers of Influence
Centers of
Influence
2nd Degree LinkedIn
HeatMap
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• Curate content• Preschedule
LinkedIn and Twitter updates• 30 Minutes
Social
Hootsuite
Twitter LinkedIn Original Blog Posts
Info-graphics
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• Infographics• Follow a template• News statistics
and turn into visual
Social
Twitter LinkedIn Original Blog Posts
Info-graphics
Canva
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Budget About a $1 per pieceRepetitionMore than once TemplateFollow a designed template on the site
Direct
Mail Outbound Team
Partner Series
Webinars
Email Invitatio
ns
Direct Mail
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Direct
• Deliver Value• Gain compliance
approval• Send out email
invitations (10, 7, 1)• Promote!
Mail Outbound Team
Partner Series
Webinars
Email Invitatio
ns
Direct MailPlan Sponsor Webinar
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Pick up the phone
Contact plan sponsors and prospects to personally invite them to your webinar
Script
Write a short script to personally invite prospects and clients
Prospect Outreach
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Professional Writer Copy-editor Press Release
Global
Press Release
s
Media Pitche
s
Videos
BONUS!!!