The 401(k) Marketing Podcast

What if your 401(k) followed you from job to job as effortlessly as your favorite playlist? Join host Rebecca Hourihan as she sits down with industry experts Spencer Williams and Neal Ringquist from the Retirement Clearinghouse to explore this game-changing innovation. Discover how the Portability Services Network is tackling the challenge of maintaining retirement savings … Read More Read More

Join Rebecca Hourihan in this engaging episode of the 401(k) Marketing Podcast as she shares insightful strategies to elevate your 401(k) advisory practice from good to great. Explore Rebecca's five dynamic techniques to stand out on social media, boost your engagement, and solidify your presence in the retirement plan community. Rebecca discusses: The impact of … Read More Read More

Are you keeping up with the AI wave in the financial services industry? Rebecca Hourihan chats with Spencer X. Smith from AmpliPhi Digital about the transformative power of AI in the retirement plan industry. Get ready to explore how AI has quickly evolved from a niche technology to an everyday tool for financial advisors. Spencer … Read More Read More

Rebecca Hourihan sits down with Mike DiCenso, a renowned expert in institutional retirement plans, wealth management, and fintech innovation. Discover Mike's profound insights on tackling modern challenges in the retirement plan advisory space and how to leverage them for success. Mike discusses: The importance of strategic planning and the pitfalls of abandoning strategies too soon  … Read More Read More

In this episode, we talk with Brandon Helms, MarshBerry Vice President on the five key strategies for financial advisors to build more value in their businesses. The conversation covers the importance of organic growth, differentiation strategies, succession planning, M&A opportunities, and understanding client demographics. Brandon emphasizes the need for advisors to think like stewards of … Read More Read More

Rebecca Hourihan speaks with Blake Allison, founder and CEO of LifeCents, on the evolving concept of financial wellness, its challenges, and how it impacts both employers and employees. He emphasizes the need for personalized financial wellness programs and critiques overly complex, one-size-fits-all programs, advocating instead for tailored approaches that consider each employee's unique financial situation, … Read More Read More

Rebecca Hourihan is joined by Laura Garfield, co-founder of Idea Decanter, to discuss the evolution and significance of short-form content and video marketing, particularly for financial advisors. Laura emphasizes the importance of adapting to your audience's evolving preferences, leveraging video for effective communication, and utilizing AI tools to enhance video production. Gain insight and actionable … Read More Read More

Rebecca Hourihan shares seven practical suggestions designed to smooth out your prospecting pipeline and drive consistent growth for your business. Rebecca discusses innovative ways to enhance communication with AI tools, emphasizes the importance of high-quality design in your marketing materials, and offers invaluable tips for maintaining meaningful connections with prospects and clients. Rebecca touches on: … Read More Read More

In this episode, Rebecca is honored to welcome Nevin Adams, a legendary figure in the retirement planning industry. With a career spanning nearly five decades, Nevin has played a pivotal role in shaping the landscape of retirement plans. His wealth of experience and knowledge is undeniable as he shares his insights and future projections. Dive … Read More Read More

Rebecca Hourihan reflects on a decade of retirement plan marketing. She emphasizes the challenges of change, the evolution of marketing strategies from cold calling to leveraging social media, and the necessity of maintaining a visible and professional online presence. Rebecca also touches on the importance of creating tailored content, and discusses the critical role of … Read More Read More

Did you know that approximately 10-12% of plan sponsors actively shop their plan every year? Tune in to Rebecca Hourihan's conversation with Eric Ryles, Vice President, of Customer Solutions at ALM Media, LLC (parent company of Judy Diamond Associates). They explore ways to improve prospecting and enhance client retention, as well as telltale signs a … Read More Read More

Are you tired of manual payroll processes eating up your time and resources? What if there was an efficient way to streamline payroll integration with your 401(k) recordkeeping? Learn how Payroll Integrations connects you to leading payroll systems and automates data transfer through APIs. Rebecca Hourihan and guest Jeff Kayajanian, principal and chief revenue officer … Read More Read More

As advisors continue to seek innovative ways to connect with their audience and establish trust, the challenge of standing out in a crowded market is ever-present. In this episode, Rebecca Hourihan speaks with Matt Halloran, co-founder of ProudMouth, about the power of podcasting to rise above the noise and establish yourself as the go-to expert. … Read More Read More

Can the convergence of wealth, retirement, and workplace benefits pressurize 401(k) plan fees to fall to zero? And are you prepared if it does? In this episode, Rebecca Hourihan speaks with Fred Barstein, the founder & CEO of The Plan Sponsor University (TPSU), The Retirement Advisor University (TRAU), and 401kTV and they discuss an alternative … Read More Read More

You never get the chance to redo a first introduction, so make sure you can control as much of it as you can! In this episode of the 401(k) Marketing Podcast, Rebecca Hourihan shares her recent encounter with a local attorney, which highlighted the profound impact of seemingly minor details during a first meeting. The … Read More Read More

Advisors, are you ready to wrap up 2023 with an insightful year-end review and kick off 2024 with a SMART action plan? In this episode of the 401(k) Marketing Podcast, Rebecca Hourihan shares ideas and suggestions for a productive year-end evaluation of your business. Rebecca discusses: The first step for a comprehensive year-end review The … Read More Read More

In financial services, trust is paramount. Certification programs are a great way to strengthen your client's trust and stand out to plan sponsors! In this episode of the 401(k) Marketing Podcast, Missy Schoedel speaks with Carlos Panksep, Vice President at Broadridge and General Manager at the Centre for Fiduciary Excellence (CEFEX). They highlight the benefits … Read More Read More

A consistent brand that resonates with clients translates into greater influence, business opportunities, and profitability. But how do you build one? In this episode of the 401(k) Marketing Podcast, Rebecca Hourihan shares actionable strategies to build a strong brand presence in a competitive marketplace. She also talks about creating and implementing a long-term marketing strategy … Read More Read More

The way people seek financial advice and consume information has changed tremendously. Are you keeping up? In this episode of the 401(k) Marketing Podcast, Rebecca Hourihan talks about the evolution of financial advice preferences across different generations — and why an advisor's digital presence matters more now than ever. Rebecca discusses: The generational divide in … Read More Read More

Are you struggling to keep up with the ever-changing landscape of the retirement plan industry? In this episode of the 401(k) Marketing Podcast, Rebecca Hourihan interviews Justin Witz, co-founder of PlanTools, LLC and Catapult HQ, Inc. Justin shares his insights on where the 401(k) industry is headed and how technology can help advisors stay ahead … Continue reading Simplified Reporting and RFX Solutions with Justin Witz (Ep. 31) →

We've all heard it a thousand times: Work smarter, not harder. Discover how to work smarter and become a hero to your clients with FiduciaryWor(k)s. In this episode of the 401k Marketing Podcast, Rebecca Hourihan interviews Josh Itzoe, CFP®, AIF®, founder of FiduciaryWor(k)s and former co-founder of Greenspring Advisors. Josh discusses the challenges that advisors … Continue reading How Fiduciary Works Helps Advisors Work Smarter with Josh Itzoe, CFP®, AIF® (Ep. 30) →

Engagement, Updates and Education! Three really compelling tips for success on LinkedIn!!  How often are you active on LinkedIn? When was the last time you posted to your network?  In this episode, Rebecca Hourihan welcomes social media guru, Bruce Johnston of Two Dogs Social, to the podcast to talk about why social media has a … Continue reading Leveraging Social Media With Bruce Johnston (Ep. 29) →

Financial success and failures can both boil down to one thing: financial wellness. In this episode, Rebecca Hourihan welcomes Peter Dunn a.k.a Pete the Planner® on the podcast to share with listeners the importance of financial wellness when helping clients. He explains that it's more than just math and how sometimes, behaviors have just as … Continue reading Mastering Your Money: The Importance of Financial Wellness in Today's World with Peter Dunn aka Pete the Planner (Ep. 28) →

In recent years, you've probably heard about how Artificial Intelligence (AI) is taking over different industries – but it can't fully replace human intelligence… can it? In this episode, Rebecca Hourihan shares some of the exciting benefits and cautionary challenges of using AI-produced content. She talks about Chat GPT and how it can be a … Continue reading Artificial Intelligence Opportunities and Challenges for 401(k) Advisors (Ep. 27) →

In this episode, we speak with Alex Wright-Gladstein, the founder of Sphere, an asset management company that offers a climate-friendly mutual fund and index option for retirement plans. She shares her journey of discovering the lack of sustainable investment options in 2017 and her mission to provide a low-fee, planet-voting alternative to the traditional S&P … Continue reading The Rise of Climate-Friendly 401(k) Investment Options with Alex Wright-Gladstein (Ep. 26) →

Have you ever spent time with a prospective client only to find out after you've sunken who knows how much time with,  that they're not a good fit? In this episode, Rebecca Hourihan invites Rob Cook of The Elements Financial Monitoring System™ to share how their technology can help solve this very common problem faced … Continue reading Color Coding Financial Planning to Create an Understandable Client Experience With Rob Cook (Ep. 25) →

Creating financial peace of mind is a lifelong goal. As a result, finding innovative ways to talk about money in the workplace is crucial because there has been a wave of employee resignations across many industries due to financial stress.  In this episode, Rebecca Hourihan sits down with Dr. Emily Koochel, Senior Financial Planning Education … Continue reading How Advisors Can Use Technology to Improve Financial Knowledge in the Workplace with Emily Koochel, Ph.D., AFC®, CFT-I™ (Ep. 24) →

As we wrap up the end of 2022 and look forward to 2023, what do you hope to accomplish? Growth? Profitability? Building a great team? In this episode, Rebecca Hourihan breaks down three goals that many retirement plan advisors share and then she provides helpful tips and strategies to bring each one to fruition.  Rebecca … Continue reading 3 Goal Setting Strategies of 401(k) Advisors and How to Achieve Them (Ep. 23) →

In the aftermath of the pandemic, we are seeing a rise in video content – from Zoom calls to social media. If the last five years have taught us anything, it's that we can't always meet with our clients in person. So, the next best thing to connect in an easy and authentic way is … Continue reading How Leveraging Video Can Help Grow Your 401(k) Practice With Katie Braden (Ep. 22) →

How do you define success? In our industry, some consider themselves successful if they've made a difference in people's lives and served their communities. In this episode, Rebecca Hourihan is joined by Brian Adcock, President of Adcock Financial Group, to share his keys to success and making customers happy.  We talk about how he got … Continue reading Secrets of a Successful 401(k) Business with Brian Adcock (Ep. 21) →

What makes a conference stand out to you? Is it the agenda? The keynote speakers? Making meaningful connections? Or maybe the refreshments and food? Attendees often feel like they have to abandon one for the other. In this episode, Rebecca Hourihan has Ross Marino, CFP®, CeFT®, Financial Planner, Social Entrepreneur, Author, CEO, and Founder of … Continue reading How Conferences Are Evolving for a Better Experience with Ross Marino, CFP®, CeFT® (Ep. 20) →

To grow your advisory firm, you need initiatives and strategies that can help you reach a broader clientele. In this episode, Sasha Cibrian shares her knowledge on how to design the necessary activities to expand your firm. She covers topics like client acquisition, retention, reputation, brand awareness and why having niche retirement plan content enhances … Continue reading Business Development Strategies for 401(k) Advisors with Sasha Cibrian (Ep. 19) →

As an advisor, you may feel limited when it comes to ways that you can market yourself to your ideal client. What if you could change that?  In this episode, Rebecca Hourihan shares with listeners the top three newest trends she sees in the ways financial advisors are marketing themselves. While she discusses what is … Continue reading Three Marketing Trends Every Financial Advisor Should Follow (Ep. 18) →

When was the last time you took a step back to assess your business? Reviewing your brand, mission, goals and marketing initiatives will help know if you're on (or off) track.  In this podcast, we're going to show you how to do a company assessment with your team. So you can write and formalize a … Continue reading How to Write a Successful Marketing Strategy with Rebecca Hourihan and Sasha Cibrian (Ep. 17) →

Have you ever tried to search for a business or a person but can't find anything about them? More importantly, are you and your company easily discoverable on Google and search engines? When plan sponsors look you up, it's critical that you come up on the first page of google every time, or  you run … Continue reading How To Improve Your Search Engine Optimization (Ep. 16) →

When marketing your business, it's important to have a diverse strategy so you can reach as many of the right plan sponsors as possible. In this episode, Rebecca Hourihan speaks with retirement plan advisor legend, Mike Kane of Plan Sponsor Consultants. Mike discusses the importance of advisors using a variety of marketing tactics in their … Continue reading Diversifying Your Marketing Strategy With Mike Kane (Ep. 15) →

Good design is more than meets the eye. It impacts the way people feel about your company and its potential long-term success. So, it's crucial for modern advisors to invest in thoughtful branding that tells your authentic story. Branding, website design and content lay the foundation for your client experience and should come together to … Continue reading Creating Quality Design for Your 401(k) Business With Missy Schoedel (Ep 14) →

In this episode, Sasha Cibrian welcomes back Rebecca Hourihan , the two dive into a discussion on important updates in the advisory industry as well as marketing trends for 2022. They share their ‘big three' most important market strategies for advisors to differentiate themselves online and make 2022 their best year yet. Sasha and Rebecca … Continue reading 6 Marketing Strategies to Be Successful in 2022 Rebecca Hourihan and Sasha Cibrian (Ep 13) →

Email marketing is becoming a ‘must-have' in an advisor's marketing strategy. It can help you inform and educate clients and prospects… plus stay top of mind, all in a timely manner.  Whether or not you have an email marketing strategy today, you'll need one in 2022. In this episode, Sasha Cibrian shares 401(k) Marketing's best strategies … Continue reading 12. Creating Your Email Marketing Strategy →

Facebook, Instagram and Tiktok have become a platform for personal and professional use, but LinkedIn has become the primary platform for networking and career development In this episode, Sasha Cibrian is joined by her colleague, Emi Weiss, to discuss the primary social media being used by advisors, LinkedIn. They discuss why financial advisors should focus … Continue reading 11. The Art Of Social Media with Sasha Cibrian & Emi Weiss →

All retirement plan professionals want to stay top of mind for clients and prospective clients. Efficient and strategic marketing is key to making this a reality. In this episode, 401(k) Marketing's marketing manager, Sasha Cibrian, discusses how to market yourself and your company efficiently and effectively. She shares tips for marketing automation and tools you … Continue reading 10. Marketing Secret Weapons →

Generating business is a struggle for many new retirement plan advisors.  Where do you start? How do you prospect? How do you market? In this episode, Rebecca Hourihan shares tips and tricks for creating a prospecting list and reveals how to use that list to generate business opportunities. She discusses hidden strategies and how turning … Continue reading Episode 9: How to Develop and Nurture a 401(k) Prospecting List →

Planning for retirement is similar to an onion. Every time you learn a little bit more about it, you peel back another layer. In this episode, Rebecca Hourihan talks with Marcia Mantell, an author and blogger, and the owner of Mantell Retirement Consulting. Marcia has nearly 30 years of experience working with retirement planning strategies, … Continue reading Episode 8: Peeling Back the Onion of Social Security and Retirement Income Planning With Special Guest Marcia Mantell →

What happens when two enthusiastic marketers get together? They geek out about marketing! This episode dives into why it is important for advisors to find a marketing platform that you enjoy, along with how you can cultivate a niche retirement plan advisory practice. Join us to learn about how Jake Rushton got his start, grew … Continue reading Episode 7: Taking the Road Less Travelled With the 401(k)lub – with Jake Rushton →

Tune in to learn why NOW is the time for guaranteed income within 401(k) plans. The April 401(k) Marketing Podcast is a lively discussion on how financial advisors can reimagine – using a new and simple solution to help plan participants access income for life. This edition features a very special guest and fiduciary expert … Continue reading Episode 6: Creating Income for Life with Income America™ 5ForLife — with Matthew Wolniewicz →

Having the right tool can turn a good retirement plan into a great one. In this episode, Sasha Cibrian is joined by Micheal Magnan and Joseph Caprara from PlanPro. Micheal and Joe share their story of PlanPro, from the “aha moment” to how it has evolved today. Discover the importance of leveraging tools and data … Continue reading Episode 5: Prospecting for Retirement Plans – with Micheal Magnan and Joseph Caprara →

How can you pave your own path and stand out in a sea of professionals? Find out in this episode, as Rebecca Hourihan is joined by The Wagner Law Group's Thomas Clark. Tom shares the critical marketing lessons he's learned throughout his career and shares advice for creating impactful marketing strategies that will help you … Continue reading Episode 4: Make Your Own Luck as a Retirement Plan Professional — With Thomas Clark, JD, LLM →

Is it time to reevaluate your sales process? In this episode, Rebecca Hourihan talks about the importance of acknowledging and understanding the sales model that works best for you in our digital world. She shares the pros and cons of the traditional sales model, and discusses the opportunities of growth and success when embracing a … Continue reading Episode 3: How Has Your Digital Sales Model Evolved for Success →

Have you considered how marketing can help boost your company?  In this episode, Rebecca shares tips and tricks to how you can use various marketing strategies to help boost interactions with your customers and prospects.  In this episode, join us as we discuss: How You Can Generate a List of Prospects  Key Tips to Using … Continue reading Episode 2: Marketing – The Key to Your Success →