Advertising
- REI Ink: This is the first ad of three that will be featured in REI Inks monthly print publication. The below ad will be featured ad in their January print. Be sure to check-out the QR code infographic!
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.
- January’s email Subject Line “FREE Self-Directed IRA – Commit to Your Retirement Future!”: https://preferredtrustcompany.com/wp-content/uploads/2021/01/JourneyEmail.jpg
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.
- View the body of the email here: https://ignitefunding.com/wp-content/uploads/2021/01/PTC_Email.jpg
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.
Digital Advertising
- REI Ink: The below banner will be featured on REI Inks weekly newsletter starting in January through March. A square ad will also be featured on the website corresponding to the print ad for their January edition.
- RHJ: The below blog will be featured on the Rental Housing Journal the first week of January.
- Social Media/Google Ads: The below ad is being featured on all PTC social media outlets and Google Ads.
- 2020 – Social Media/Google Ads: The below ad is being featured on all PTC social media outlets and Google Ads in December 2020.
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
Advertising
- Think Realty: The below ads will be featured in Think Realty’s February print addition as well as a featured Article “Business Owners – Is Your Tax Sheltering Plan Bulletproof?“.
- REI Ink: This is the second ad of three that will be featured in REI Inks monthly print publication. The below ad will be featured ad in their February print.
- Content Download Update: The “Roadmap to Retirement” guide has been updated. This is used as a free download in our lead email drip and the homepage of the website to capture lead information.
- New Blog Posted 02/08/21: Achieve Ultimate Control: Alternative Investing in an IRA LLC has been posted to the PTC website. This provides a detailed breakdown of the pros & cons, as well as how to properly set-up an IRA LLC for investors that think they are savvy enough to handle the autonomy.
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.
- February’s email Subject Line “FREE Self-Directed IRA – Put Your Retirement Back On Track!”: https://preferredtrustcompany.com/wp-content/uploads/2021/01/CurveEmail.jpg
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.
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.
Digital Advertising
- REI Ink: The below banner will be featured on REI Inks weekly newsletter starting in January mid-February:
- REI Ink: The below banner will be featured on REI Inks weekly newsletter & website starting in January mid-February:
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
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.
- Featured Ad: Preferred Trust- Forge Path 2021RE
- Article: REI Ink_MarchContent_FINAL
Think Realty: The below ad will be featured in their March print edition.
- Link to ad: Preferred Trust- Forge Path 2021RE
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.
- Word Doc: RHJ_March Blog_FINAL
- Website Link: https://rentalhousingjournal.com/purchase-your-next-property-at-auction-with-a-retirement-account/
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:
- Email #1: https://preferredtrustcompany.com/wp-content/uploads/2021/03/PTC_Webinar-Drip_Email-1.jpg
- Email #2: https://preferredtrustcompany.com/wp-content/uploads/2021/03/PTC_Webinar-Drip_Email-2.jpg
- Email #3: https://preferredtrustcompany.com/wp-content/uploads/2021/03/PTC_Webinar-Drip_Email-3.jpg
- Email #4: https://preferredtrustcompany.com/wp-content/uploads/2021/03/PTC_Webinar-Drip_Email-4.jpg
- Email #5: https://preferredtrustcompany.com/wp-content/uploads/2021/03/PTC_Webinar-Drip_Email-5.jpg
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.
- PowerPoint presentation: RE & IRAs Presentation_3.2.21
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.
Digital Advertising
- REI Ink: The below banner will be featured on REI Inks weekly newsletter starting in January through March.
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.
Email Campaigns
Promo Ad: The below ad will be used to advertise our waived fees promo on the lead email drip.
Digital Advertising
Website Update: Schedule a Consultation landing page has been added to the website, under the New SDIRAs tab.
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
May
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
June
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