Is Public Data Enough?

I have the privilege of chatting with many 401k-centric Advisors over the course of the year. A certain percentage of those conversations turn down the path of marketing. The usual questions surround various 5500 database providers. I try not to get stuck on which one is better, or which one has the best outputs. I try to convey the idea that data should be the starting point for your retirement plan marketing.

Recently I had the opportunity to chat with Todd Jenkins from Acceleration Retirement. He stressed the importance of non-public data and it's increasing importance in an Advisor's overall marketing strategy.

I was not aware of the impact that this type of information could have on marketing efforts. Knowing when a plan last went out for an RFP would surely set me apart. Knowing that 30-35% of decision-makers are not listed in public data made sense but I did not know the exact number. Further, how do I get the rest of the info on the decision-makers in a fashion that does not eat up all of my time?

If your marketing plan for 2018 does not include obtaining non-public data for your potential clients I urge you to listen in to the interview I did with Todd. You can find below.

If after listening to the interview you want to deploy this type of strategy Todd has generously provided a one-page summary along with a discount for these services. You can find that below as well.

Click to here to listen to the interview with Todd.

Click here to see the one-page summary and discount information.