How well do you do? Are your efforts paying off? Take this 10-question quiz to reveal your retirement plan marketing score:
- Does your company have a logo?
- 5 points.
- 0 points.
- Does your company have a website?
- 5 points.
- 0 points.
- When was your website last updated?
- Within the last year. 5 points.
- Within the last 1 – 3 years. 2 points.
- Over 3 years ago. 0 points.
- Do you have a LinkedIn profile?
- 5 points.
- 0 points.
- What year was your LinkedIn profile picture taken?
- 2019. 5 points.
- 2018 – 2016. 2 points.
- Before 2016. 0 points.
- How frequently do you post on LinkedIn?
- Daily.10 points.
- Weekly. 5 points.
- Monthly. 2 points.
- Quarterly. 1 point.
- Never. 0 points.
- What foundation marketing materials does your firm have? Give yourself one (1) point for each item.
- Firm brochure
- Service overview
- Pitch deck
- Factfinder
- Service calendar
- Agenda template
- Meeting minutes template
- Fiduciary file checklist
- Firm folder
- Business cards
- What content marketing materials does your firm use? Give yourself one (1) point for each item.
- Newsletters
- Blog articles
- Videos
- Infographics
- Best practice checklists
- Email campaigns
- Direct mailers
- White papers
- Webinars
- Seminars
- How frequently does your firm email clients, prospects, and centers of influence to keep them informed, while keeping you top of mind?
- Weekly. 10 points
- Monthly. 5 points
- Quarterly. 2 points
- Annually. 0 points
- On a scale from 1 to 10, how would you rank your marketing efforts?
Tally your points: _____________
75 to 50 points: Marketing superstar
Great work! You’re a superstar. Keep it up. Take a look at the questions and identify any opportunities for improvement. Overall, awesome job and keep up your great marketing efforts.
50 to 25 points: On your way
Marketing is a journey and it doesn’t happen overnight. Look at the questions and circle one that could easily boost your score.
For example, social media. Does your headshot need a little updating? Contact a photographer or ask a friend to use portrait mode on your iPhone. Then update your profile picture. Select one question to immediately enhance and improve your marketing.
25 to 1 point: Keep your chin up
Creating a brand takes time and continual effort. Rome wasn’t built in a day and neither was your business.
Start with the basics (logo, business cards and website), then advance from there. If you need help, contact your Home Office and industry partners (wholesalers, DCIO specialists, TPAs) to learn what other successful advisory firms have done and ask if they have any internal resources that could help you on your marketing journey.
About 401k Marketing
Our clients are the best professional retirement plan advisors, TPAs, and industry partners in the business. They care deeply about saving America’s retirement future. We are proud to share their voices through industry writings, professionally-designed marketing materials (including websites), and expert content collateral. We lend support by promoting businesses through ongoing awareness campaigns. 401k Marketing is based in San Diego, CA.
Rebecca Hourihan is Chief Marketing Officer with San Diego-based 401(k) Marketing, a modern marketing agency for the retirement plan industry. The company supports clients through custom engagements, content marketing campaigns, sales material innovations, thought-leadership consulting, interactive workshops and speaking events. Its mission is to empower the retirement plan industry with high-quality marketing, ultimately inspiring Americans to become financially prepared for their future. Rebecca also hosts The 401(k) Marketing Podcast.
