NEW FRONTIER MARKETINGFor Today’s Informed Consumers

How many marketing materials does the average person experience per day?

5,000Source: CBS News. Cutting Through Advertising Clutter.

OVERVIEW 1. Your two store-fronts.2. Earning your seat at the table. 3. Building your brand.

How many seconds does a website have to delight or dismiss?

Time. What You Think You Know About the Web Is Wrong. March 2014.

15 SECONDS

Websites

1997 20152006

Tutorialzine. How Your Favorite Websites Changed Over the Years. Apple.com. March 2015.

Websites

1997 2015

Websites

1997 Your Referral

2015

EPISODE II

HOW ARE YOU EARNING YOUR SEAT AT THE TABLE?Professional Marketing Materials

How are you presenting your business?

• Note pad and a smile • PDF’ed a services

document • Broker/dealer’s

information • Folder with: • News article

• Sample fi360 report• Business cards

Marketing Collateral How many people are involved in the buying decision of a 401k plan?

2 – 3 people

5 – 7 people

5-7 PEOPLE

PresidentOwnerCFO

CEO Human Resources Controller

Professional Collateral • Insert Dave’s material

Company Brochure

Service CalendarPlan Sponsor Pitchdeck

Tradeshow DisplayOverviews

•Company Brochure•Plan Sponsor Pitchdeck•Factfinder•Tradeshow Display

•Education Calendar•Team Biographies•Value Proposition Brochure•Plan Sponsor Overview Flyer

Professional Branding Package

Biography

Retirement Plan industry

Retirement Plan Advisor Industry

Huge opportunity • 9 out of 10

plans serviced you non-experts • Confusion of

plan sponsors• New DOL

Regulations

5500 Prospecting Ideas • Plans without a QDIA

• Newly proposed definition of fiduciary and responsibility to employees

• Same investments for Years• Tibble vs. Edison “continual

responsibility”

• High account balances • Need for fiduciary advisor

and 3(16) administrator

EPISODE III

EVERYWHERE• On-going marketing campaigns

• How can you be everywhere?

• Consistency builds trust

HOW ARE YOU BUILDING YOUR BRAND?

Direct Global

Becoming the ‘Go-To’ Retirement Plan office

Relationships Social Prospect

Relationships

Lead Lists

Full Auditorium

HeatMaps COI Networking

Intelligent Data

• Attorneys

• Payroll Providers

• 401k Advisors

• Accountants

• People with 500+

LinkedIn Connections

• Connectors of

People

Centers of Influence

Social Media

LinkedIn + Twitter

“Google-able” Interesting + Relevant

Thought-leadership Blog Articles Infographics

Social

Omni-present

Direct Mailers

Deliver Value In-front of Prospects

Value-add Webinars Email Invitations

Direct

Increase SEO

Press Releases

Industry Expert Known Authority

Public Speaking Media Pitches

Global

Direct Global

Becoming the ‘Go-To’ Retirement Plan office

Relationships Social Prospect

Chicken, Egg, or the omelet?Website Marketing Collateral

On-going Awareness Campaigns

Everything, right now?

Marketing Strategy

May the force be with you! 1. Your two store-fronts.2. Earning your seat at the table. 3. Building your brand.

Thank you! Questions, Comments, and Feedback

We market retirement plan advisors and TPAs.614 5th Ave. I San Diego, CA 92101 I (860) 933 – 0859 I www.401k-marketing.com I info@401k-marketing.com