Effortless customization and deployment
Gain access to an expertly crafted, turnkey prospect marketing campaign for advisors. Simply click on any item in the calendar below to view the corresponding email or social post. Then copy and paste it into your Outlook email or LinkedIn post. It's that easy.
Check out more ready-to-deploy marketing plans to grow business
Here's what you need to know:
- The copy provided is a suggestion. You can use it as-is or customize it to fit your niche, call-to-action, or personal brand.
- The campaign timeline is flexible. And content is flexible, too, helping you target prospective clients who have a retirement plan already or those who don’t. Choose which content to use and when.
You can also expand the campaign by creating additional emails and social posts using our information on SECURE 2.0 and helpful employer resources you can share with them.
Looking for advisor-focused resources to help with your prospecting and business development?
Use our advisor toolkit where we have a variety of helpful tools and articles, including:
Make your prospecting efforts seamless and impactful with our turnkey campaign.
Benefits of our turnkey prospect marketing campaign for financial advisors
Implementing our ready-to-use campaign offers advisors many advantages:
- Ease: Pre-written content at your fingertips saves you time to focus on other parts of your business.
- Consistency: A cohesive set of emails and posts ensures a consistent message across your marketing channels.
- Expertly crafted content: Marketing professionals with retirement industry expertise created the content—so you can rest assured you’re using material that’s relevant, engaging, and valuable to your prospects.
- Enhanced engagement: Leveraging trending topics and well-crafted messages can help you boost engagement with your audience. That leads to increased visibility, stronger relationships, and ultimately, more business opportunities.
Make your prospecting efforts more efficient and effective with our ready-to-use campaign—and watch your business grow.
Pooled Employer Plan (PEP) Marketing Campaign
Want to keep the conversation going with additional prospecting content? Check out our ready-made, customizable PEP marketing campaign, with templates and ideas for social media, email, and more to make promoting—and growing—your business easy.
