Browsing Tag
401(k) Client Acquisition
215 posts
401(k) Client Acquisition refers to the process of identifying, attracting, and converting new clients—typically employers or plan sponsors—into adopting or switching to a particular 401(k) retirement plan provider or advisor. It combines elements of sales, marketing, and relationship-building, but with strategies tailored to the retirement plan industry’s unique regulatory, fiduciary, and trust-based nature.
The Barriers to Small Market 401(k)s
The Pew Charitable Trusts quotes its own research in an apparent bid to boost state-run retirement plans. The…
3 Ways to Increase Your 401(k) Referrals
It’s no secret—the retirement plan business is relationship-based. Most of us intuitively know this. However, what does the…
Surprise (Not)! Millennials Confident in Their Retirement Planning Prowess
Poked, prodded, studied, analyzed—millennials are under the proverbial microscope. On track to become the richest generation to date…
3 Critical 401(k) Marketing Tips
Rebecca Hourihan, 401(k) Marketing founder and CMO talks about the importance of auditing your brand. Here's what she had to say.
Should 401(k) Marketing Costs Come Out of My Pocket?
No one warned you that as an independent 401(k) financial advisor, you would soon would be responsible for your 401(k) marketing costs.
Top 10 Tips for More 401(k) Business
Starting slow and/or stalling out—it’s easy to do, and bound to happen at some point in the career…
What 401k Advisors Get Wrong in Participant Engagement and Success
Savvy 401k advisors know the importance of talking about the three Fs: funds, fiduciary and fees. These three…
401(k) Advisors: Don’t Be the Ugly House in the Neighborhood
Enhance your professional image to attract more clients and increase referrals. Elevate your brand to stand out in the competitive market.
Reason No. 1,758 for Employers to Offer a 401(k)
If your plan sponsor clients want to attract and retain top millennial talent, they need to offer a…
Wide-Ranging Retirement Study Reveals 401(k) Worries
If you want retirement and 401k plan statistics, Transamerica’s got ‘em, and they point to a number of…