Save Time and Transform Your Business in 2023
Marketing has a pivotal role to play in making your practice a huge success. Without understanding the importance of marketing, it may be a little difficult to manage and run a profitable business in today’s world, which is why RPAG offers a Premium Marketing package that includes content for all your sales and marketing initiatives.
The Premium Marketing Package includes diverse, compelling, and FINRA-reviewed marketing content to help promote your retirement plan business and communicate your value proposition. This content drives engagement and saves you time.
This package includes newsletters and memos that are uploaded on a monthly and quarterly basis. Retirement Times, Participant Memos, and Fiduciary Hot Topics provide plan sponsors with education and value. The package also includes FINRA-approved flyers and one-pagers that can be customized to match your company's branding. The flyers consist of information based on investments, benchmarking, fiduciary governance, 3(21) and 3(38) services, the Fiduciary Briefcase, company overview, and financial wellness. The one pagers are comprised of material such as plan design, participant experience, retirement income, brokerage accounts, specialty funds, financial stress, and misfit risk.
Our customizable social media posting calendar is also included in the premium package. This calendar allows you to organize your social media activities far in advance to make your social marketing more manageable. RPAG provides customizable spreadsheets, example tweets and posts, links to blog posts, and color coding for different types of content.
An overview of services and additional resources is available within the sales pitch deck. Professional presentations are also included in the package to be used in hosting live and online events. These presentations are effective in turning suspects into prospects and prospects into clients. The presentations are FINRA reviewed, can be customized with your branding, and qualify for HRCI and SHRM CE credits.
To bring value to your clients and prospects, four hosted webinars are uploaded a year. We provide the presentation, invitation, follow-up process, let you know if your customers attended, and a link to the recording.
Click here for more information on RPAG premium marketing package and get started today.