December
- Company Partnership Stats:
- Phoenix Capital | Accounts YTD total – 54
- Ignite Funding | Accounts YTD total – 128
- Island Project | Accounts YTD total – 21
- 12/19/23 – Email – PM Invoicing #4
- Final email to inform clients about the upcoming annual fees for self-directed IRAs containing precious metal investments. Click to view.
- 12/14/23 – Email – 2 weeks left to take your RMD
- Email informing RMD list that it is your last chance to take your RMD without penalty, and answer some commonly asked questions. Click here to view.
- 12/5/23 – Email – Precious Metals Invoicing #3
- Please refer to this email for an accurate balance due for your 2024 Precious Metals Administration Fee and 2024 Depository Fee that are due. Click here to view.
- 12/1/23 – Email – 2024 Contribution Increase
- Informs active clients of the contribution increase in 2024. Click here to view.
- 12/23 Podcast – Navigating Wealth with Dr. Guy Baker
- In this special episode, join our host, Carrie Cook, CEO of Preferred Trust, in a captivating conversation with Dr. Guy Baker, President of Wealth Teams Alliance. Guy is a seasoned life insurance and wealth consultant with over fifty years of invaluable experience. Click here to listen.
November
- 11/21/23 – Email – Warmest Thanksgiving Wishes from Preferred Trust Team
- This email was sent to clients to express our gratitude for the opportunity to serve them and informs them of our holiday hours. Click here to view.
- 11/17/23 – Email – Investment Armor: Safeguarding Precious Metals
- This email was sent to share crucial precious metal insights to leads and clients. Click here to view.
- 11/14/23 – IRA Contribution Limits changed for 2024
- IRS announced changes to the IRA contributions limits in 2024. View the announcement here. Updated employee reference card were given out to staff to reference this change when communicating with clients. Click here to view.
- 11/6/23 – Email – Precious Metals Investing Insights
- This email, sent to leads, shares the Precious Metals whitepaper Click here to view.
- 11/2/23 – Email – Precious Metals Invoicing Email
- Informs active clients born before 1960 their RMD options with their precious Metals accounts. Click here to view.
- 11/6/23 – 11/7/23 Retirement Industry Trust Association (RITA) Fall Conference
- Preferred Trust joins RITA in Las Vegas, Nevada for an informative and educational conference. During this conference, we will discuss the latest legislative and regulatory developments in the self-directed IRA industry and offer prime networking opportunities with peers and influencers. Click here to go to the RITA website.
October
- Company Partnership Stats:
- Phoenix Capital | Accounts YTD total 51
- Ignite Funding | Accounts YTD total 42
- Island Project | Accounts YTD total 15
- 10/30/23 – Podcast – Short Term Rental Investment Insights ft. Techvestor
- Sief Khafagi, the CEO and Founder of Techvestor, and Preferred Trust’s CEO, Carrie Cook explorevTechvestor’s distinctive investment offerings and provide invaluable insights on the realm of self-directed IRA investments. Click here to listen.
- 10/16/23 – Email – Clients – Online Portal for Inv/Transaction History (Video)
- This email includes a video to walk clients through the Online portal and shows them how to view their investments and their transaction history. Click here to view.
- 10/11/23 – Email – RMD Email
- Informs active clients born before 1960 their RMD options with their precious Metals accounts. Click here to view.
- 10/6/23 – Email – Birdeye Auto Enrollment Email
- Letting all clients know that starting Monday, October 9th, they will be opted-in for notifications via text message to their mobile phones. The email also gives them the option of opting out before or anytime after texting begins. Click here to view.
September
- Company Partnership Stats:
- Phoenix Capital | Accounts YTD total 49
- Ignite Funding | Accounts YTD total 36
- Island Project | Accounts YTD total 11
- 09/27/23 – Email – PM Invoicing
- This email was sent to clients with precious metals reminding them that fees are due before Jan. 1 and letting them know that an invoice was being mailed. Click here to view.
- 09/15/23 – Email – Review Campaign
- This email was sent to active leads with no reviews asking them to tell us about their experience with Preferred Trust. Click here to view.
- 09/15/23 – Email – Incomplete Application
- Reminding leads that began the process to open an account but have not completed their application to finish the process. Click here to view.
- 09/14/23 – Email – Alternative Asset Summit Follow up
- Thanking those that scheduled a consultation through the the Alternative Asset Summit hosted by Sarah Sullivan of Sugo Capital and featuring Carrie Cook speaking about Self-Directed IRAs. Click here to view.
- 09/13/23 – Email – Alternative Asset Summit
- Reminding current accountholders that the Alternative Asset Summit hosted by Sarah Sullivan of Sugo Capital and featuring Carrie Cook speaking about Self-Directed IRAs, along with three other experts in alternative asset Masterclass on day of the event to attend. Click here to view.
- 09/11/23 – Email – Alternative Asset Summit
- Invited our current accountholders to dive into the world of “Alts” and explore at the Alternative Asset Summit hosted by Sarah Sullivan of Sugo Capital and Carrie Cook speaking about Self-Directed IRAs, along with three other experts in alternative asset investing on Wednesday, September 13th for a 3-hour LIVE, FREE Masterclass. Click here to view.
- 09/8/23 – Email – National 401k Day
- Informs current Account holders of nation 401k day and reminds them to put old 401ks to work for them. Click here to view.
August
- Company Partnership Stats:
- Phoenix Capital | Accounts YTD total 54
- Ignite Funding | Accounts YTD total 35
- Island Project | Accounts YTD total 10
- 08/24/23 – Email – Precious Metals RMDs
- This email mentions the three options available to account holders with precious metals when taking a Required Minimum Distributions (RMDs) and links back to the web page for further information. Scheduled to be sent of Thursday.
- 08/22/23 – Website – Precious Metals RMDs Page
- This page explains the three options available to account holders with precious metals when taking a Required Minimum Distributions (RMDs). Click here to view.
- 08/14/23 – Website – New Banners on Home Page
- Three new banners added to the home page: “Diversity Your Retirement Portfolio”, “Open the Door to Alternative Investing with a SDIRA”, and “Get your Questions Answered”. All three link to a consultation page.
- 08/4/23 – Email – RMDs
- Explains that Required Minimum Distributions (RMDs) are required by the IRS once you reach a certain age and asks clients if they know if or when they have to take an annual RMD? Includes chart of ages and birthdates. This email was only sent to clients with birthdays through 1959. Click here to view.
July
- 07/28/23 – Email – Rebrand Anouncement
- Announcement to clients that we have updated our bran and to watch for changes. Click here to view.
- 07/13/23 – Email – 2023 Contribution Reminder
- Reminder to clients that just like summer vacations retirement takes planning and invites them to make a contribution. Click here to view.
June
- 06/20/23 – Podcast Episode: What is a Non-Recourse Loan?
- In this episode, we discuss what a Non- Recourse Loan is and how to purchase property with your IRA and borrow money at the same time. Christina Trembly, Director of Operations, asks Matt Allen from NASB commonly asked questions about Non- Recourse Loans.
- 06/16/23 – Podcast Episode: PTC Clients: Statement Questions Answered
- Chris Trembly answers some questions clients have been asking us regarding the annual statement packages that we provide. If you are a client at PTC and have questions about statements, make sure to listen to this episode!
May
- 05/17/23 – Podcast Episode: SIMPLE IRA Explained
This week we are discussing what a SIMPLE IRA is! A SIMPLE IRA, or Savings Incentive Match Plan for Employees, is a retirement plan designed for small businesses with up to 100 employees. It allows employees to contribute pre-tax dollars to their retirement accounts. Employers are required to make either a matching contribution or a non-elective contribution. We also discuss the Secure Act 2.0 and what that means for IRA account owners. - 05/09/23 – TrustTrak Mobile App Announcement Email: Email was sent to al account holders announcing that the TrustTrak App is available and giving instructions on how to download the app. Click to view.
- 05/03/23 – Survey Follow-up Email: PTC sent an email thanking account holders for participating in the client survey. It also discussed what we are changing to better serve our clients. Click to view.
- 05/02/23 – Podcast Episode: Roth IRA Explained
How does a Roth IRA work and do you need one? In this episode, we are breaking down the main elements of a Roth IRA so you can evaluate if a Roth IRA is right for you! Roth IRAs are the best gift the government has ever given us because they offer tax-free growth! Roth IRAs are taxed when the money goes IN not when you take it out like traditional IRAs.
April
- Podcast Stats for PTC Point of View:
- Total # of Episodes:
- Total # of Listens/Plays:
- Top Performing Episode:
- Company Partnership Stats:
- Phoenix Capital | Accounts total
- Ignite Funding | Accounts total
- Island Project | Accounts total
- # of Company Partner Prospects:
- Review Campaign: Total Reviews
- Contributions: $
- Total # of Accounts:
- 04/19/23 – Podcast Episode: Why We Don’t Have Account Managers
- 04/11/23 – Podcast Episode: 5 Questions You Should Ask Yourself Before Investing in Digital Currency
- 04/06/23 – Co-Webinar: Carrie Cook spoke on behalf of PTC at a Webinar hosted by the UNLV Graduate Academy. Carrie presented “Coffee or Retirement” as part of the Graduate Academy Workshop Series.
- 04/05/23 – Podcast Episode: 5 Ways to Help Boost Retirement Savings
- 04/05/23 – Pillars Event:
- Total Registrants: 127
- Total Attendees: 5
- Expo Visits: 5
- Surveys & Polls: 4
- Carrie Cook represented both companies and the Ignite Funding management staff gave the following presentations:
- Welcome to Pillars
- Session 1: Tax-Sheltered Growth
- Session 2: This is How We Do It
- Session 3: Current Market Insights
- Session 4: Did You Read the Fine Print?
- Session 5: How it Works in a SD-IRA
- Panel Session
March
- Podcast Stats for PTC Point of View:
- Total # of Episodes: 22
- Total # of Listens/Plays: 477
- Top Performing Episode: How to Navigate RMDs (69)
- Company Partnership Stats:
- Phoenix Capital | 44 Accounts total
- Ignite Funding |10 Accounts total
- Island Project | 5 Accounts total
- # of Company Partner Prospects:
- Review Campaign: 149 Total Reviews
- Contributions: $655,898.15
- Total # of Accounts: 110
- 03/31/23 – Webinar: The Passive Income Investors Group (PIIG) hosted a webinar for their clients introducing Preferred Trust Company as a preferred SD-IRA custodian. Carrie Cook presented the presentation “Reward Your Retirement”
- 03/28/23 – Podcast Episode: Oil and Gas Investment Insights ft. Eckard Enterprises
- 03/21/23 – Podcast Episode: Best Ever Conference: Investor Questions
- 03/17/23 – Podcast Episode: Pillars of Finance | Virtual Event
- 03/14/23 – Podcast Episode: Trust Deed Investment Insights ft. Ignite Funding
- 03/08/23 – Best Ever Conference: Chris Trembly and Izzy Irizarry attended this event and represented Preferred Trust Company at our booth.
- 03/07/23 – Podcast Episode: IRA Account Maintenance FAQ
February
- Podcast Stats for PTC Point of View:
- Total # of Episodes: 17
- Total # of Listens/Plays: 382
- Top Performing Episode: How to Navigate RMDs (66)
- Company Partnership Stats:
- Phoenix Capital | 28 Accounts | 6 Leads
- Ignite Funding |2 Accounts | 9 Leads
- Island Project | 2 Accounts | 4 Leads
- # of Company Partner Prospects: 60
- Review Campaign: 84 Total Reviews
- Contributions: $392,047.29
- Total # of Accounts: 65
- 02/28/23 – Co-Webinar: PTC marketing dept. hosted a webinar with investment sponsor Bell Capital to educate their leads and our clients about multi-family RE investments to invest in with their IRA. Over 35 registered for the event.
- 02/28/23 – Monthly Podcast Recap: View email sent to all clients.
- 02/22/23 – New Client Drip Update: A new email featuring the Annual Admin Fee blog was added to the new client education drip to help deter any potential confusion as the the value of the service that PTC provides.
- 02/21/23 – Blog Release Email: View email featuring the Annual Admin Fee blog. In the all client survey, many responded saying they didn’t know what their fees covered. This blog was sent to dispel that confusion.
- 02/21/23 – Podcast Episode: Alternative Investment Sponsors
- 02/14/23 – All Client Survey: Clients received a survey to provide their input on what PTC is doing well and where we can improve. Over 238 clients submitted a response.
- 02/14/23 – Review Campaign – All Clients: All clients that have not yet left a review will receive a more generic email request for reviews on a quarterly basis. View email – received 25 reviews.
- 02/14/23 – Podcast Episode: How to Move Qualified Funds to Maximize Your Retirement Strategy
- 02/09/23 – Contribution Email #2: Monthly reminder emails are being sent to clients to encourage them to make their annual contributions or set themselves up for recurring. View email.
- 02/09/23 – Company Partner Forms Page Updates: Upcoming events, previous event recordings, and podcast episodes featuring investment sponsors will be included on their individual forms landing page to help encourage their use/dissemination. See example.
- 02/08/23 – Pillars of Finance Update: The marketing dept. has been working on launching a separate event platform for PTC to host events that feature Company Partners to educate clients on other investments and bring in new client accounts. Ignite Funding will be the first investment sponsor featured in it’s inaugural event on April 4th, 2023.Current Update:
- Pillars of Finance website is live.
- Cleaning old lists to reengage 1000s of old leads from both sister companies.
- Old Lead Email Campaign:
- Pillars of Finance – Exclusive NEW Investor Event
- You Don’t Want to Miss These 2 Event Headliners
- Real Estate Market Insights Straight from the Experts
- Passive Real Estate + Tax-Deferred/Free Growth = GOLDEN Years
- Get Answers from a Panel of Real Estate Experts
- No Interest in Compounding Tax Sheltered Growth for Retirement?
- Old Lead Email Campaign:
- Registrants Automated Email Workflow: Leads that register for the event will be placed in an email workflow to send periodic reminders and info about the upcoming event from PTC .
- With extensive collaboration with Carrie, PowerPoint presentations prepared for the management staff.
- Welcome to Pillars
- Session 1: Tax-Sheltered Growth
- Session 2: This is How We Do It
- Session 3: Current Market Insights
- Session 4: Did You Read the Fine Print?
- Session 5: How it Works in a SD-IRA
- Panel Session
- 02/7/23 – Podcast Episode: Real Estate Investment Insights ft. Break of Day Capital
- 02/07/23 – New Blog: SD-IRA Annual IRA Administration Fee – What’s Included?
- 02/1/23 – Company Partner Visit/Onboarding: Break of Day is visiting PTC for their company partnership onboarding. They will also be recording a podcast episode for PTC Point of View.
- As part of the onboarding process of new company partners, marketing is encouraging CP prospects to visit PTC. This allows them to see our operation and to discuss what everyone’s expectations are with the partnership. This done in the effort to foster strong partner relations from the start and streamline the account process for them.
- 02/1/23 – Podcast: 2023 IRA Contribution Limits discusses limits increasing in 2023 and associated regulations that clients should be aware of.
January
- Podcast Stats for PTC Point of View (as of 1/31/23):
- Total # of Episodes: 12
- Total # of Listens/Plays: 276
- Top Performing Episode: How to Navigate RMDs (61)
- YouTube Views: 25k
- Company Partnership Stats:
- XSITE Capital | Accounts | Leads
- The Island Project |Accounts |Leads
- BV Capital |Accounts |Leads
- Bell Capital |Accounts |Leads
- Phoenix Capital |Accounts |Leads
- Ignite Funding |Accounts | 7 Leads
- Island Project | 1 Accounts | 2 Leads
- Paradyme |Accounts | 1 Lead
- # of Company Partner Prospects: 75 (as of 1/31/23)
- Review Campaign: 56 Reviews (as of 2/01/23)
- Contributions: $230,274.90 (as of 1/31/23)
- Total # of Accounts: 38 (as of 1/31/23)
- 1/29/23 – High Heel Boss Blog Post: There’s $14 Trillion in IRA Assets on the Table: Who’s Gonna Tap That? was written to get company partner prospects off the fence and current partners off the sidelines by throwing in their face the capital they are missing out on to fund their investments. This was posted on Carrie’s social platforms.
- 1/27/23 – Monthly Podcast Recap: Clients & current leads receive an email recapping new episodes posted on PTC Point of View. January Recap
- 01/24/23 – Podcast Episode: Recession Proof Real Estate Investment Insights with Bell Capital ft. CEO Cook and investment sponsor Bell Capital. Discusses the history of the company, the types of investments they offer, and what makes them different.
- 01/24/23 – Blog Post: SECURE Act 2.0: IRA Retirement Plan Updates is on the website, will be shared via email & social media outlets.
- 01/20/23 – Application Updates: The Traditional and Roth applications have been updated to include an Inherited IRA dropdown section to capture specific information for the deceased account holder and the beneficiary.
- 1/23/23 – Family Office Club Events: PTC marketing signed up for these events that will be hosted virtually & in-person throughout the year. This was done to market to both high quality individual investors and recruit investment sponsor attendees for company partnerships.
- 01/18/23 – Contribution Email #1: Marketing deploys monthly emails to remind clients to make an annual contribution or set themselves up for recurring contributions. Click Here to view this months email.
- 01/17/23 – Podcast Episode: Storage Unit Investment Insights with Spartan Investment Group ft. CEO Cook and investment sponsor Spartan Investment Group. Discusses the history of the company, the types of investments they offer, and what makes them different.
- 01/24/11 – Review Campaign: Monthly emails will be sent to provide PTC with consistent reviews throughout the year. Click Here to see this months email.
- 01/13/23 – Company Partnership Campaign: Emails & an email automation has been created to streamline the process of disseminating targeted marketing to potential Company Partners and to ensure GDPR compliance to maintain the integrity of PTC company email addresses. Click Here to review the entire workflow.
- Opportunity is Calling…Will You Answer?
- Are You Tired of Your Clients Cash Walking Out the Door?
- 7 Ways to Speed Up IRA Client Investments
- Do You Care About Your Clients?
- Has Your Company Been Featured on Our Podcast Yet?
- Our Reviews Don’t Lie – We Are the Best in the IRA Industry
- Missed Call from Carrie Cook – CEO of Preferred Trust
- IRA Investors Should NOT be a Logistical Nightmare…Here’s Why
- Your Company is Invited to be Featured in Our Next Webinar
- We Are the Real Deal – See What Our Partners Have to Say
- Our Daily Reports are a Game Changer for IRA Client Updates – Here’s Why
- We Cultivate Sophisticated IRA Investors so You Don’t Have to!
- Is an IRA Custodial Partnership the Right Fit for Your Company?
- Does Your IRA Custodian Require Investment Documents Every.Single.Time…?!
- We Are Ready When You Are
- 01/12/23 – Pillars of Finance: The marketing dept. has been working on launching a separate event platform for PTC to host events that feature Company Partners to educate clients on other investments and bring in new client accounts. What has been done to get us to this point:
- Extensive research to find the best & most cost effective platform to host both virtual and hybrid (includes in-person attendance) events.
- Extensive testing of the ZOOM Events platforms to understand how to set-up events and all the features capabilities, what the company partner experience will be and how we will need to coordinate with them before, day-of and post-event, what the attendee experience will be virtually (computer & cell phone) and in-person, and what analytics are collected.
- Creating a dedicated Pillars of Finance website and embedding Hubspot forms to easily capture/integrate registrant information into Salesforce & Hubspot.
- Cleaning old lists to reengage 1000s of old leads from both sister companies.
- Utilizing a 3rd party marketing platform to ensure that the attempt to reengage old leads does not affect the integrity of company email addresses and the ability to use our current marketing platform.
- Implementing a strategy to market the event across all outlets across both sister companies – targeted emails, social media, digital advertising, etc.
- Strategizing what content will be presented by the first featured company partner, Ignite Funding.
- Implementing that strategy into powerpoints & sponsored marketing by Ignite Funding.
- 01/10/23 – Podcast Episode: Multifamily RE Investment Insights with XSITE Capital ft. DOO Trembly and investment sponsor XSITE Capital. Discusses the history of the company, the types of investments they offer, and what makes them different.
- 01/4/23 – Email Signature Banners: Per a new marketing initiative to drive client & lead traffic to the website, podcasts, blogs, contributions, etc. These will be refreshed quarterly and will also be implemented on Salesforce email templates.
- Accounting: Pay Fees Online
- Client Services: RMDs
- Investments: Contributions
- Transfers: Podcast
- Marketing: Blog
- Growth Architect: Company Partnership
- 01/3/23 – Podcast Episode: Commercial Real Estate Investment Insights with BV Capital ft. CEO Cook and investment sponsor BV Capital. Discusses the history of the company, the types of investments they offer, and what makes them different.
- 01/01/23 – Form/Application Updates: All account applications, including the dedicated Company Partner applications, (well over 20 total) have been updated with 2023 IRS criteria as well as PTC company updates and have been transitioned to gravity forms.
- Two new Precious metal transaction forms have been added to Adobe Sign.
- 01/01/23 – 2023 Website/Blog/Email/Landing Pg/Marketing Material Updates: The PTC website & various marketing materials were audited for updates required for new 2023 IRS rules & regulations, as well as PTC company updates. Every time there is an update the marketing department must rinse & repeat.
- Fun Fact: PTC alone has over 100 active emails & email templates for individual leads, company partner leads, and current PTC clients between Hubspot & Salesforce.
