PTC Marketing Communications Portal

 

January

Advertising

Company Partnerships

Any work that we are doing with company partnerships can be found here.

Email Campaigns

01/07/21 – Email Campaign: Starting today, emails featuring the free account promo ads will be sent 2x per month to all leads currently in the Hubspot Lead drip system.

01/27/21 – Ignite Funding SDIRA Campaign: All Cash Only clients will receive an email featuring sponsored content from Preferred Trust Company. Inside clients will get a brief overview of the benefits of investing in Trust Deeds in a SDIRA, and will advertise PTCs free account promotion.

Events

01/25/21 – Year End Recap Meeting: I-Management Group hosted a meeting for both companies, reviewing our performance in 2020 and sharing our goals for 2021 and how we are going to get there as a team. If you would like a copy of the power point slideshow for reference please reach out to marketing.

Hawaii 5.0 Goal Status

  • Goal for Ignite: $50M New Money – Status: $5,381,331.85
  • Goal for Ignite: 95% Reinvestment – Status: 89%
  • Goal for PTC: 500 New Accounts – Status: 13
  • Goal for Ignite & PTC (combined): 500 Reviews & Referrals – Status: 7

February

Advertising

Company Partnerships

Any work that we are doing with company partnerships can be found here.

Email Campaigns

02/02/21 – Email Campaign: Emails featuring the free account promo ads will be sent 2x per month to all leads currently in the Hubspot Lead drip system.

02/08/21 – New Client Onboarding Email: Starting today, all new account clients will receive the following email to help them understand PTC’s role as their custodian. What PTC can or cannot do.

02/09/21 – Hubspot Lead Drip Email Update: Starting today there is a revised line-up of the four emails leads receive when they first start on the drip campaign.

  1. Transferring Your Assets
  2. Possibilities Are Endless
  3. Finding Your Way
  4. Roadmap to Retirement

02/23/21 – Ignite Funding SDIRA Campaign: This is the fourth email Cash Only clients will receive, inviting them to attend PTC’s March webinar.

02/23/21 – PTC  Webinar Invite : REI Ink & PTC Hubspot Leads will receive the following email inviting them to learn more about SDIRA’s and how to invest in RE.

Events

Any events we hold, webinars or live will go here.

Hawaii 5.0 Goal Status

  • Goal for Ignite: $50M New Money – Status: $8.5M
  • Goal for Ignite: 95% Reinvestment – Status: 75%
  • Goal for PTC: 500 New Accounts – Status: 26
  • Goal for Ignite & PTC (combined): 500 Reviews & Referrals – Status: 40

March

Advertising

REI Ink: This is the third ad of three that will be featured in REI Inks monthly print publication. The below ad will be featured ad in their March print as well as a sponsored content article.

Think Realty: The below ad will be featured in their March print edition.

RHJ: This is our second blog with the Rental Housing Journal. We discuss the three ways RE investors can buy property at auction with a SDIRA with back links to direct them to other content on the PTC website.

New Blog Posted: “Tax Shelter Options for Fix & Flips and Rental Properties” has been posted on the website. You will see that lot of this content was pulled from other marketing initiatives, such as with Think Realty & REI Ink.

Company Partnerships

03/16/21 – Partnership Webinar: Tiffany will be representing PTC in Eckard Enterprises webinar on how to invest in natural resources with an IRA. This webinar will be available on Eckard’s website and utilized in their own marketing initiatives.

  •  Link to view webinar: TBD

Email Campaigns

03/03/21 – Post-Event Email Campaign: After the “Real Estate & IRA” webinar all attendees will receive the following communication:

03/08/21 – Client Communication: All clients received the below email communication notifying them of the recent form updates.

03/31/21 – Email Campaign: Starting this month, clients will receive a monthly reminder email to make a contribution this year.

Events

03/02/21 – Live Zoom Webinar: This webinar will be advertised via an email blast with REI Ink, an email to our current lead bucket, as well as social media/Google advertising. It will be limited to the first 40 persons that sign-up. The webinar will focus on RE investments in an IRA and will be approximately 40min long. Hosted by Chris.

03/26-27/21 – Real Estate Investment Summit: Preferred Trust was a sponsor for a new event hosted in Houston, Texas. Carrie presented a RE & IRA Seminar in-person and virtually on behalf of Preferred Trust.

Hawaii 5.0 Goal Status

  • Goal for Ignite: $50M New Money – Status: $11.9M
  • Goal for Ignite: 95% Reinvestment – Status: 63%
  • Goal for PTC: 500 New Accounts – Status: 71
  • Goal for Ignite & PTC (combined): 500 Reviews & Referrals – Status: 71

Account Milestone

Two new account milestones were achieved this month!

  • Most new accounts in 1st quarter – 71 total
  • Most new accounts for March – 44 total

April

Advertising

Cryptocurrency Sponsored Content Campaign: Preferred will be engaging in a 4 month sponsored content campaign that will include a sponsored content post featured on their website, print, and their newsletter. This campaign also includes advertising on their website, newsletter, and social media.

New Marketing Material: This one page was created for use at various events (virtual & live) as a quick overview on the 3 alternatives that are the most popular (RE & Precious Metals) and the most unique (Crypto).

Website Update: Schedule a Consultation landing page has been added to the website, under the New SDIRAs tab.

Company Partnerships

Email Campaigns

Promo Ad: The below ad will be used to advertise our waived fees promo on the lead email drip.

Contribution Email Campaign: To help encourage clients to make their annual contributions we will be sending out reminder emails each month.

Events

04/20/21 – MoneyShow Webinar: Carrie presented “Gold, Digital, and the Government Approved Way to Never Pay Taxes on Your Income” at the precious metal themed MoneyShow. At events we are always looking to garner new individual clients as well as company partnerships.

Hawaii 5.0 Goal Status

  • Goal for Ignite: $50M New Money – Status: $17.7M
  • Goal for Ignite: 95% Reinvestment – Status: 87%
  • Goal for PTC: 500 New Accounts – Status: 108
  • Goal for Ignite & PTC (combined): 500 Reviews & Referrals – Status: 103

Website Update

04/16/21 – IRA Investment Tab Update: A digital currency dropdown was added under the New SDIRAs/IRA Investment Tab to help educate potential and current clients about how they can invest in this digital asset with their PTC account.

Account Milestone

We reached an annual account milestone! – On 04/26/21 we hit 100 new accounts! Keep it up!

May

Advertising

Cryptocurrency Sponsored Content Campaign: Preferred will be engaging in a 4 month sponsored content campaign that will include a sponsored content post featured on their website, print, and their newsletter. This campaign also includes advertising on their website, newsletter, and social media.

New Ad: “You Do Not Have to be Big to be the Best” was created for general advertising of PTC and will be used in various campaigns and advertising outlets (i.e. social media ads, CSBJ ads, Hubspot lead emails, etc.).

Company Partnerships

Email Campaigns

Contribution Reminder Email For May – Click Here to see copy.

Events

05/25/21 – Resource Partner Webinar: Ignite Funding hosted Carrie to speak on behalf of PTC to IF clients that do not invest with a SDIRA. She presented information that touched on everything related to real estate that clients can benefit from in an IRA with PTC, not just Trust Deeds.

Digital Advertising

Hawaii 5.0 Goal Status

  • Goal for Ignite: $50M New Money – Status: $30M
  • Goal for Ignite: 95% Reinvestment – Status: 113%
  • Goal for PTC: 500 New Accounts – Status: 143
  • Goal for Ignite & PTC (combined): 500 Reviews & Referrals – Status: 129

June

Advertising

Cryptocurrency Sponsored Content Campaign: Preferred will be engaging in a 4 month sponsored content campaign that will include a sponsored content post featured on their website, print, and their newsletter. This campaign also includes advertising on their website, newsletter, and social media.

New Marketing OneSheet: A single page handout was created for clients/leads interested in purchasing digital currency with an IRA. It outlines the steps needed to make the purchase & the steps that PTC takes to ensure the security of the clients funds during the transaction process. This will be used in various marketing initiatives including email & sponsored content campaigns, as well as handouts at correlating events.

Company Partnerships

06/30/21 – Co-Webinar w/Company Resource: PTC will be participating in a co-webinar with Eckard Enterprises to help educate their clients on how they can utilize a SDIRA for their mineral/natural resource investments at Eckard. The webinar begins at 12pm PST via Zoom conferencing.

Email Campaigns

Client Email: Every month we are sending clients emails to remind them to make their annual contribution or set themselves up for automatic contributions.

06/28/21 – Client Announcement: A communication was sent to clients that currently own digital currency in their IRA. PTC updated the online account portal to provide clients with daily, real-time pricing of their digital assets.

Events

06/30/21 – Co-Webinar w/Company Resource: PTC will be participating in a co-webinar with Eckard Enterprises to help educate their clients on how they can utilize a SDIRA for their mineral/natural resource investments at Eckard. The webinar begins at 12pm PST via Zoom conferencing.

Hawaii 5.0 Goal Status

  • Goal for Ignite: $50M New Money – Status: TBD
  • Goal for Ignite: 95% Reinvestment – Status: TBD
  • Goal for PTC: 500 New Accounts – Status: TBD
  • Goal for Ignite & PTC (combined): 500 Reviews & Referrals – Status: TBD

Account Milestone

We reached an annual account milestone! – On 06/11/21 we hit 150 new accounts! Keep it up!

July

Advertising

Cryptocurrency Sponsored Content Campaign: This is the last month of Preferred’s 4 month sponsored content campaign that will include a sponsored content post featured on their website, print, and their newsletter in the Colorado Springs Business Journal. This campaign also includes advertising on their website, newsletter, and social media.

Las Vegas Review Journal: A 6 month branded content campaign begins this month, which includes monthly digital and print sponsored content, digital and print ads, and email blasts.

  • Sponsored Content (Digital Article): Link
    • Digital display ads direct viewers to the Digital Article: Link
    • In-Article ads: Link
    • Retargeting ads redirects ads to persons that viewed our article or emails: Link
    • Social Ad direct LVRJ Social Media followers to download our Whitepaper: Link
  • Email Blast: Link

San Diego Branding Campaign: A 3 month branded content campaign begins this month, which includes monthly digital sponsored content, and email blasts.

  • Digital Article: Link
  • Print Article (Complimentary): Pending Final Proof
  • Email Blast: Link

New Blog: “Digital Currency: Top 5 Questions You Should Ask When Investing with an IRA” has been posted as a blog on the website to try to capture new leads as readers will have to submit their contact info to continue reading the piece.

New Video Ad: This quick video clip will be used for social media & Google advertisements.

Company Partnerships

Email Campaigns

Events

07/13/21 – Mid-Year Recap: We went over our accomplishments so far for this year and what we need to work on as a team to meet our goals. Let’s keep up the momentum!

  • PowerPoint presentation: Link

07/14/21 – Think Realty Honors: Chris Trembly has been nominated for the Think Realty Honors “Real Estate Investment Service” award. Be sure to cast your vote online!

07/28/21 – PTC hosted Webinar: The advertising for this webinar will be done mostly through our sponsored content campaign with the CSBJ and to our current lead base. Carrie Cook will be presenting an webinar that gives attendees the 100 yard overview on everything SDIRA & PTC.

Hawaii 5.0 Goal Status

  • Goal for Ignite: $50M New Money – Status: $43.8M
  • Goal for Ignite: 95% Reinvestment – Status: 83%
  • Goal for PTC: 500 New Accounts – Status: 175
  • Goal for Ignite & PTC (combined): 500 Reviews & Referrals – Status: TBD

Account Milestone

We hit an annual account milestone! – On 07/08/21 we hit 175 new accounts. Awesome job!

August

Advertising

08/03/21 – New Video Ad: This short video clip was created for various advertising outlets such as Google/Social Media/Youtube.

08/13/21 – Las Vegas Review Journal: This is the second month in a 6 month branded content campaign, which includes monthly digital and print sponsored content, digital and print ads, and email blasts.

  • Sponsored Content (Digital Article): Link
    • Digital display ads direct viewers to the Digital Article: Link
    • In-Article ads: Link
    • Retargeting ads redirects ads to persons that viewed our article or emails: Link
    • Social Ad direct LVRJ Social Media followers to download our Whitepaper: Link
  • Email Blast: Link

08/23/21 – San Diego Business Journal: This is the second month of a 3 month campaign. Each month includes a digital article and email blast.

Company Partnerships

Email Campaigns

08/04/21 – Company Partner New Client Welcome Email: A separate welcome email & email automation has been created for clients that come from company partners. This emailed is delayed by 48hrs to allow PTC to communicate with the company partner that the account is open & ready to invest before the client receives the email.

  • View Email Here – Link

8/30/21 – Client Email: Click Here to see our monthly contribution reminder email for August.

Events

08/12/21 – Digital Currency Event: Carrie hosted a live webinar at the digital currency event sponsored by, where she discussed investing in digital assets with a SDIRA and PTC’s new service providing clients the ability to open & invest with an IRA LLC. Click Here to see the Powerpoint presentation.

08/21/21 – PTC will be attending the live Realty411 Event “Real Estate Investment Summit” hosted in Las Vegas, to educate potential clients on how to invest in real estate asset thru a SDIRA. PTC will have a booth in the exhibit hall and an ad running prior/during the event. Click Here to see the ad content.

Website Updates

08/11/21 – A new section has been added to the IRA Investment Options page, called “IRA LLC with Checkbook Control” to help educate clients & leads on the pros and cons of an IRA LLC. It also advertises PTCs new service to help establish IRA LLCs. Within the content, there is a “Click Here” linked to the web page with the establishment process information and forms.

Hawaii 5.0 Goal Status

  • Goal for Ignite: $50M New Money – Status: TBD
  • Goal for Ignite: 95% Reinvestment – Status: TBD
  • Goal for PTC: 500 New Accounts – Status: TBD
  • Goal for Ignite & PTC (combined): 500 Reviews & Referrals – Status: TBD

Account Milestone

We hit an annual account milestone! – On 8/30/21 we opened 300 accounts. That’s crazy!

We hit an annual account milestone! – On 8/3/21 we opened 200 accounts. Great job team!

September

Advertising

09/09/21 – New Blog: “Roll It Over: Don’t Leave Your 401k Savings Behind” was created to educate clients and leads about the pitfalls of leaving their savings in a previous employers account and the benefits to rolling it out to a SD-IRA.

09/15/21 – Las Vegas Review Journal: This is the third month in a 6 month branded content campaign, which includes monthly digital and print sponsored content, digital and print ads, and email blasts.

  • Sponsored Content (Digital Article): Link
    • Digital display ads direct viewers to the Digital Article: Link
    • In-Article ads: Link
    • Retargeting ads redirects ads to persons that viewed our article or emails: Link
  • Email Blast: Link
  • Print Ad: Link

09/24/21 – New Blog: “SD-IRA Fee Payment Best Practices” was created to help clear-up the confusion on what fees are custodial fees and what are investment related fees; and how you can pay your custodial fees out of pocket.

Company Partnerships

Email Campaigns

09/13/21 – Review Campaign Email: This Email was created to request reviews for expedited services provided by PTC. The list of clients is pulled at the end of each month and will be sent monthly to clients that have not left one yet.

09/21/21 – Legislation Communication: This email was sent to clients and company partners in a collective effort to voice the removal of certain pieces of legislation in the 2021 Reconciliation Bill that would significantly affect SD-IRAs and small businesses.

09/29/21 – Online Payments Page Announcement: This email was sent to all clients informing them of their ability to pay custodial fees through the link on their portal and included the Fee Payments Best Practices blog to help clarify which fees they can pay out of pocket.

Events

10/21/21 – Virtual Event: “Self-Directed IRAs: Fact or Fake” webinar was hosted online by PTC. Invitations were sent from multiple publications and leads that came from Social Media & Digital marketing.

Website Updates

09/29/21 – The Online Payments Page was updated so that clients can easily and quickly pay for custodial fees with a credit card online. They must login to their portal to access the link.

Hawaii 5.0 Goal Status

  • Goal for Ignite: $50M New Money – Status: $71M
  • Goal for Ignite: 95% Reinvestment – Status: 78%
  • Goal for PTC: 500 New Accounts – Status: 537
  • Goal for Ignite & PTC (combined): 500 Reviews & Referrals – Status: 332

Account Milestone

09/14/21 – We hit an annual account milestone! – On 09/14/21 we opened 400 accounts! You guys are awesome!

09/27/21 – We hit an annual account milestone! – On 09/27/21 we opened 500 accounts! You guys crushed this Hawaii goal!!

October

Advertising

10/10/21 – Las Vegas Review Journal: This is the third month in a 6 month branded content campaign, which includes monthly digital and print sponsored content, digital and print ads, and email blasts.

  • Sponsored Content (Digital Article): Link
    • Digital display ads direct viewers to the Digital Article: Link
    • In-Article ads: Link
    • Retargeting ads redirects ads to persons that viewed our article or emails: Link
  • Email Blast: Link
  • Print Ad: Link
  • Print Article: Link

Company Partnerships

Email Campaigns

10/12/21 – Contribution Reminder: This email was sent to clients to remind them to contribute before the end of the year.

10/27/21 – Legislation Communication Reminder: This email was sent to remind clients and company partners to voice the removal of certain pieces of legislation in the 2021 Reconciliation Bill that would significantly affect SD-IRAs and small businesses.

Events

Website Updates

Hawaii 5.0 Goal Status

  • Goal for Ignite: $50M New Money – Status: $83M
  • Goal for Ignite: 95% Reinvestment – Status: 86%
  • Goal for PTC: 500 New Accounts – Status: 692
  • Goal for Ignite & PTC (combined): 500 Reviews & Referrals – Status: 359

Account Milestone

10/14/21 – We hit an annual account milestone! – On 10/14/21 we opened 600 accounts, keep it up!

November

Advertising

11/01/21 – New Blog: “IRS Rev. Rul. 2019-24: A Fork in the Road for Digital Currency in an IRA” was created to inform clients that the IRS considers airdrops received from hardforks as ordinary income, which would subject an IRA to UBIT if the account owner participated. It explains why PTC doesn’t facilitate this type of activity and how clients can work around this.

11/12/21 New Blog: “How to Move Qualified Funds to Maximize Your Retirement Strategy” was created to remind clients that it is easy to transfer funds from other accounts to fund their alternative investments.

11/15/21 – Las Vegas Review Journal: This is the fourth month in a 6 month branded content campaign, which includes monthly digital and print sponsored content, digital and print ads, and email blasts.

  • Sponsored Content (Digital Article): Link (Not posted yet)
    • Digital display ads direct viewers to the Digital Article: Link
    • In-Article ads: Link
    • Retargeting ads redirects ads to persons that viewed our article or emails: Link
  • Email Blast: Link
  • Print Ad: Link

Company Partnerships

Email Campaigns

11/02/21 – Contribution Reminder: This email was sent to clients to remind them to contribute before the end of the year.

Events

Website Updates

Hawaii 5.0 Goal Status

  • Goal for Ignite: $50M New Money – Status: TBD
  • Goal for Ignite: 95% Reinvestment – Status: TBD
  • Goal for PTC: 500 New Accounts – Status: TBD
  • Goal for Ignite & PTC (combined): 500 Reviews & Referrals – Status: TBD

Account Milestone