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How to Multiply Your 403(b) Market Presence via Technology


Over the last 30 years we have seen unprecedented changes in retirement choices in the 403(b) marketplace. There have also been enhancements to help advisors communicate with clients and prospects. Are these changes helping or hurting you? How can you adapt your practice to utilize these tools and better communicate your message — without losing the personal touch?

Marketing does not have to be expensive, but it does have to be professional. With the availability of video marketing, email marketing and newer technology, you can design a marketing strategy to have a broader market penetration and set yourself apart from your competition.

Join members of the National Tax-deferred Savings at the 2014 NTSA 403(b) Summit in June for a workshop that will help you assess several different ways to implement a marketing program while keeping it professional and affordable.

The one-hour workshop, “Reaching Markets: Using Technology to Multiply Your Presence,” will kick off the 403(b) Summit’s afternoon workshop sessions on Sunday, June 22 at 2:45. The presenter will be Frank R. Owen, president of F.R. Owen & Associates, in Charlotte, NC.

The 2014 403(b) Summit will include 18 hands-on workshops and six general sessions featuring industry thought leaders like Peter Ricchiuti, Michael Kitces and many more. For more information, click here.