A new year is fast approaching, which for many advisors means it’s time to give some thought to their marketing plans. Creating — or reviewing — a marketing strategy provides an excellent opportunity for you to define and launch initiatives to capture a greater share of the retirement plan business in your marketplace. This article from the folks at 401k Coach lays out five steps that will help you develop a strategy.
Do you have ideas of your own that aren’t on the list? Share your thoughts in the comment box below.