Comprehensive PEP Marketing Plan for Financial Advisors
Boost your PEP efforts with ready-to-use marketing campaigns, designed to help you win new business with minimal effort.
Key Points
- Pre-Written Content: Access a month's worth of pre-written social posts and emails focused on trending retirement products or services, saving you time and effort.
- Flexible Campaigns: Customize the content to fit your niche and brand and adjust the campaign timeline to suit your needs.
- Easy Implementation: Follow simple instructions to post on LinkedIn or send emails, making it easy to deploy the campaign and reach potential clients.
Amplify New Client Opportunities with Your PEP Marketing Plan
When a business owner needs a financial advisor, let’s make sure they think of you. This interactive pooled employer plan (PEP) marketing calendar provides you with resources for a month’s worth of marketing initiatives:
- Templates for prospecting emails and email campaigns
- Ideas and copy for engaging social media posts
- Whitepapers, articles, graphics, videos, and other easy to use resources