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.

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.

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.

Digital Advertising

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