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Clarify Your Message and Really Stand Out
Clarifying your message means to speak to the needs of your prospective client by creating comfort and confidence by talking about long-term goals, participant and company owner outcomes, and what life looks like for clients who work with you, rather than reciting...
Your Digital Presence during COVID
Your digital presence has always been important, but during these times of uncertainty with millions of Americans forced to stay at home, it’s even more so. Your website is a 24/7 billboard for your business. But now, it may also be the only way for current and...
Evolving Lead Generation to Relationship Generation
By switching from a lead generation approach to a relationship approach, your marketing will naturally gravitate toward a focus on content that is more relatable, shareable, and will resonate with potential clients. Hardly a day goes by without an invitation in your...
Are You Leading with Passion, Purpose, or Precision?
Now is a good time to look at your Website and other primary marketing messages with fresh eyes and to think about it from the perspective of your visitor who really wants to know “how can you help me succeed?” What is the first thing you want a visitor to your...
Why We Recommend a Blended Video Content Strategy
Original + white label video means more coverage for less budget You need to establish trust and create comfort in order to earn more relationships and win more retirement plan business. That’s why video can be such a powerful differentiator. Great video informs,...
Yes, You Can Do Video – And You Should!
Of all the ideas trending in marketing today, it is hard to ignore the magnetism of video. Whether you are contemplating ways to support sales growth or relationship management or improve engagement with plan sponsors or participants, video becomes a creative focal...
Amplify Your Presence on LinkedIn
Having a LinkedIn profile is one thing, having it work for you is another. Put your profile to work and boost your presence on LinkedIn with these easy actions. Get discovered and demonstrate your industry expertise to new and existing connections to grow your...
Optimizing Marketing Content on a Limited Budget
Marketers are responsible for developing a company’s relationship generation pipeline. This supports the sales channel and associated revenue growth. Ask marketers what challenges them most, and you are likely to hear a good deal about content strategy and content...
Automate Your Business, Not Your Relationships
Ask business owners what has made them successful in our industry and you are likely to hear the word “relationships.” It is as much a personal statement as it is a reflection of what they hope their brand conveys to others. Small players play the relationship card...
