PLAN CONFIDENCE UNIVERSITY
Marketing & sale
Marketing: The Sales Funnel.
Before we discuss the marketing materials we have created for you, it’s important to review the Sales Funnel.
We need to be clear exactly what we are trying to create with our marketing.
Every “sale” begins with some sort of “Awareness” (which is created through marketing or the first ring of the sales funnel.
Marketing: Adviser Page (Password Protected).
We have created and are constantly updating materials for you to use to get the word out.
As with all of our marketing materials, you can use them as you wish, but please go through your proper compliance procedures prior to use.
Marketing: Create a Landing Page (How to Take Control of your 401k Guide).
In this 14 minute video you will learn how to create a Landing Page to have clients and prospects request the How to Take Control of Your 401k Guide.
By the end of the video, you will have created a professional looking “One Page Website” (Landing Page) to capture emails from interested prospects.
Marketing: Email Sequence - How to Take Control of Your 401k Guide.
After a prospect goes to your Landing Page and gives you their email address, you will want to enroll them in a “sequence” or series of emails. These emails are designed to move your prospect down the sales funnel to ultimately requesting advice on their plan from you.
Marketing: Materials for your website.
It’s a great idea to put information on your website about your new service.
Not many advisers can advertise “professional and “ongoing” advice for a 401k plan.
You can, so let the world know on your website.
Marketing: White Labeled Participant Dashboard.
We have the ability to make your client experience look and feel just like your website.
We can take down our logo and add yours and use your color schemes. This is an optional feature to help brand your firm for all of your users.
We want to “psychologically” create the bridge between your firm and their “held away” accounts!
Marketing: Webinars and Lunch & Learns.
We have a PowerPoint presentation ready for you to edit and use as a webinar or an in person “Lunch & Learn”.
We can even help you host a webinar if you don’t have a GoToWebinar account.
Contact kevin@planconfidence.com if would like to host a webinar for your clients and prospects.
Marketing: Freeerisa.com.
If you would like to do a Lunch & Learn, but you don’t know who to contact in your town, no worries! There is a free and easy service to use that will let you know the employers in your town with 401k plans.
We even have created a simple letter you can send to the business.
Marketing: Speaking Engagements.
Now that you are a 401k advice expert, time to let your community know!
What a better way than to get some free speaking engagements.
Watch this brief video on how to land a speaking gig with ease!
Marketing: Press Release.
It’s time to let the media now that you are a 401k advice expert.
Use this template to send out a press release to your local media.
Be sure to always use it each time you schedule a speaking engagement.
Marketing: Facebook Business Page.
COMING SOON
Marketing: Facebook - Boosting a post.
COMING SOON
Marketing: Facebook - Paid Ads.
COMING SOON
Sales: Create a John Doe account.
It’s a good idea to create a “John Doe” or sample account.
This will allow you to create your first account as an Adviser.
You will also be able to go through the setup process just like your clients will.
Sales: The Proxy Page.
Created to stay compliant with ERISA rules and regulations, the Proxy Page has become one of the most powerful ways to start discussing the differences between their plan and an IRA.
Get comfortable presenting the Proxy Page to your clients as it will help set the stage for future rollovers.
Sales: Phrases to memorize.
There are certain phrases that you should memorize and use with all of your clients and prospects.
They have proven to get your point across quickly and generate interest and sales.
Sales: Destroy your competition.
Once you are well versed with our software and you understand the complexities and ERISA compliance, it’s time to use that to your advantage.
There is one simple question that you can use with your prospects to destroy your competition.
Used properly, you will get more clients now and in the future.