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That will impact your retirement plan business 9 Marketing Hacks

9 marketing hacks to improve your 401(k) business

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Page 1: 9 marketing hacks to improve your 401(k) business

That will impact your retirement plan business

9

Marketing Hacks

Page 2: 9 marketing hacks to improve your 401(k) business

How many advertisements does the average person experience per day?

A. 2,500 B. 5,000

Page 3: 9 marketing hacks to improve your 401(k) business

Source: CBS News. Cutting Through Advertising Clutter.

5,000

Page 4: 9 marketing hacks to improve your 401(k) business

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.

Page 5: 9 marketing hacks to improve your 401(k) business

8%

Page 6: 9 marketing hacks to improve your 401(k) business

HeatMap Mail

Twitter

Prospect

Social

Direct

Global

Relationships

LinkedIn

Original Blog Posts

Outbound Team

Partner Series

Webinars

Press Releases

Media Pitches

2nd Degree

LinkedIn

Info-graphics

Videos

Email Invitations

How do you cut through the clutter?

Centers of

Influence

Page 7: 9 marketing hacks to improve your 401(k) business

Lead Lists• Picture of an empty auditorium • Picture of a full auditorium

Empty Auditorium Full Auditorium

Page 8: 9 marketing hacks to improve your 401(k) business

• 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

Page 9: 9 marketing hacks to improve your 401(k) business

LinkedIn 2nd Degree Connections

Relationships

Centers of

InfluenceHeatMap

2nd Degree LinkedIn

Page 10: 9 marketing hacks to improve your 401(k) business

• Attorneys

• Payroll Providers

• Benefit Advisors

• Accountants

• People with 500+

LinkedIn Connections

• Connectors of People

Centers of Influence

Centers of

Influence

2nd Degree LinkedIn

HeatMap

Page 11: 9 marketing hacks to improve your 401(k) business

• Curate content• Preschedule

LinkedIn and Twitter updates• 30 Minutes

Social

Hootsuite

Twitter LinkedIn Original Blog Posts

Info-graphics

Page 12: 9 marketing hacks to improve your 401(k) business

• Infographics• Follow a template• News statistics

and turn into visual

Social

Twitter LinkedIn Original Blog Posts

Info-graphics

Canva

Page 13: 9 marketing hacks to improve your 401(k) business

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

Page 14: 9 marketing hacks to improve your 401(k) business

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

Page 15: 9 marketing hacks to improve your 401(k) business

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

Page 16: 9 marketing hacks to improve your 401(k) business

Professional Writer Copy-editor Press Release

Global

Press Release

s

Media Pitche

s

Videos

BONUS!!!

Page 17: 9 marketing hacks to improve your 401(k) business

Thank you

Rebecca Hourihan, AIF®, PPC™[email protected](860) 933 - 0859www.401k-marketing.com