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Rebecca Hourihan

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The 401(k) Marketing PodcastThe 401(k) Marketing PodcastTransforming Retirement Savings with Auto Portability (Ep. 50)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 as employees change jobs, what it took to bring this idea to life, and why it matters to the evolving mobile workforce. Spencer and Neal discuss: The fascinating journey of auto portability from concept to critical mass and its...2025-04-0933 minThe 401(k) Marketing PodcastThe 401(k) Marketing Podcast5 Powerful Techniques to Stand Out on Social Media (Ep. 49)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 quirky content like cheese and pets on digital engagement. [00:02:00] How to leverage personal interests for relatable content creation. [00:03:27] Tips on using polls to increase interaction and gain insights. [00:05:35] The significance of celebrating milestones for a vibrant company culture. [00:07:15] Optimizing LinkedIn ac...2025-03-1211 minThe 401(k) Marketing PodcastThe 401(k) Marketing PodcastThe Power of AI for Retirement Planning Professionals with Spencer X. Smith (Ep. 48)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 and Rebecca discuss the innovative ways AI is being embraced, share insightful case studies, and offer practical advice for integrating AI into your business to enhance efficiency and profitability.  Spencer discusses: The rapid adoption of AI since the release o...2025-02-1131 minThe 401(k) Marketing PodcastThe 401(k) Marketing PodcastUnlocking the Potential of Your 401k Business with Mike DiCenso (Ep. 47)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  Implementing effective team meetings and reducing inefficiencies The role of process improvement in operational excellence Navigating pricing and differentiation in an evolving market And more Connect With Mike DiCenso: LinkedIn: Mike DiCenso Connect With Reb...2025-01-1524 minThe 401(k) Marketing PodcastThe 401(k) Marketing Podcast5 Strategies to Boost Your Business Value with Brandon Helms (Ep.46)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 their business, focusing on long-term success, and client relationships.  Brandon discusses: What is organic growth, why is it important, and how to propel it Key differentiators for retirement plan advisors Distinguishing the finer details of market appreciation versus actual growth S...2024-12-1332 minThe 401(k) Marketing PodcastThe 401(k) Marketing PodcastWhy Financial Wellness Programs Often Miss the Mark (Ep.45)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, stressors, and goals. Blake highlights the importance of measuring success through behavioral changes rather than just numerical outcomes, advocating for a more holistic approach to financial health. Gain insight from today’s conversation as Rebecca and Blake highlight: People are more...2024-11-1533 minThe 401(k) Marketing PodcastThe 401(k) Marketing PodcastCreating Compelling Video Content with Laura Garfield (Ep. 44)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 takeaways surrounding: Short-form video content  How to structure compelling video marketing strategies  AI’s role in enhancing video creation and engagement Maintaining consistency in content creation And more Connect With Laura Garfield: LinkedIn: Laura Garfield Twitter: Laura...2024-10-1729 minThe 401(k) Marketing PodcastThe 401(k) Marketing Podcast7 Practical Tips for Financial Advisors in 2024 (Ep.43)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: Transitioning from audio to video to stay current in a Zoom-forward world Utilizing AI tools to craft engaging and effective follow-up emails Updating marketing materials to make a strong visual impression Proactively setting meetings with detailed agendas to ensure efficiency And...2024-08-1422 minThe 401(k) Marketing PodcastThe 401(k) Marketing PodcastRetirement Income Solutions with Nevin Adams (Ep.42)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 into the transformative impact of target date funds, the advent of automatic enrollment, and the challenges with retirement income solutions as Rebecca and Nevin discuss: How target date funds have simplified the investment process for 401(k) participants Why automatic enrollment could...2024-07-1530 minThe 401(k) Marketing PodcastThe 401(k) Marketing Podcast10 Years of Insights: Advisor Retirement Plan Marketing (Ep. 41)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 effective communication, highlighting the need to provide relevant and timely information without overwhelming the audience.  This episode is packed with insights and best practices for anyone looking to enhance their expertise and authority in the retirement plan community. Key takeaways i...2024-06-1929 minThe 401(k) Marketing PodcastThe 401(k) Marketing PodcastHow to Elevate Your Prospecting and Client Retention with Eric Ryles (Ep. 40)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 More2024-05-1530 minThe 401(k) Marketing PodcastThe 401(k) Marketing PodcastRevolutionizing Payroll Integration with Automation and APIs with Jeff Kayajanian (Ep. 39)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 More2024-04-1624 minThe Fiduciary U™ PodcastThe Fiduciary U™ PodcastEp #49: Fueling Business Development with Strategic Marketing Investments: A Discussion with Rebecca Hourihan from 401(k) MarketingOn this episode, Rebecca Hourihan from 401(k) Marketing and I discuss the changes in marketing strategies over the past decade and the importance of differentiation in the industry. She emphasizes the visual identity of advisors' websites and the need to showcase their office and team to create familiarity and connection with potential clients. She also highlights the significance of brand guidelines and professional photography in conveying a unique client experience.She suggests focusing on email marketing campaigns, LinkedIn engagement, and maintaining an active blog to attract and retain clients. We discuss the importance of...2024-03-281h 04The 401(k) Marketing PodcastThe 401(k) Marketing PodcastWhat I Learned From 3,000 Podcast Interviews with Matt Halloran of ProudMouth (Ep. 38)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 More2024-03-1525 minThe 401(k) Marketing PodcastThe 401(k) Marketing PodcastFred Barstein Explores What If Plan Fees Go to Zero? (Ep. 37)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 More2024-02-1529 minTop Advisor Marketing PodcastTop Advisor Marketing PodcastHow To Seize the Unbelievable 401(k) Opportunity for Advisors With Rebecca Hourihan (Ep. 450)Quick question for you: what percentage of advisors are retirement plan advisors in the United States? Less than 3%. 2.3% to be precise. But the retirement plan market is booming, with assets expected to double by 2033, and 2.5 million new plans starting soon. This translates to 51 million new retirement savers and huge potential for advisors who can capture a piece of the pie.2024-01-1625 minThe 401(k) Marketing PodcastThe 401(k) Marketing PodcastIt’s All In the Details: Can Micro-Interactions Make or Break Trust? (Ep. 36)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 More2023-12-1318 minThe 401(k) Marketing PodcastThe 401(k) Marketing PodcastSMART Strategies for a Year-End Review and 2024 Kickoff (Ep. 35)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 More2023-11-1619 minThe 401(k) Marketing PodcastThe 401(k) Marketing PodcastElevating Advisor Standards Through CEFEX Certification with Carlos Panksep (Ep. 34)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 More2023-10-1623 minThe 401(k) Marketing PodcastThe 401(k) Marketing PodcastPowerful Branding Strategies for 401(k) Advisors (Ep. 33)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 More2023-09-1521 minThe 401(k) Marketing PodcastThe 401(k) Marketing PodcastHow Financial Advice Preferences Have Changed Across Generations (Ep. 32)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 More2023-08-1522 minThe 401(k) Marketing PodcastThe 401(k) Marketing PodcastSimplified Reporting and RFX Solutions with Justin Witz (Ep. 31)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 … Read More Read More2023-07-1915 min401(k) Specialist Podcast401(k) Specialist PodcastRebecca HourihanRetirement Advisor Marketing with Rebecca HourihanWe were curious to learn more about what 401(k)-focused advisors are doing with their 401(k) marketing efforts these days, and what kind of investments in time and resources they are making in efforts to grow their business.For answers, we checked in with Rebecca Hourihan, Founder and Chief Marketing Officer with San Diego-based 401(k) Marketing, a full-service marketing agency for retirement plan professionals. A familiar face on the retirement industry conference speaking circuit, Rebecca works with a wide range of top retirement plan professionals, providing help with...2023-06-2313 minThe 401(k) Marketing PodcastThe 401(k) Marketing PodcastHow Fiduciary Works Helps Advisors Work Smarter with Josh Itzoe, CFP®, AIF® (Ep. 30)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 … Read More Read More2023-06-1525 minThe 401(k) Marketing PodcastThe 401(k) Marketing PodcastLeveraging Social Media With Bruce Johnston (Ep. 29)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 … Read More Read More2023-05-1625 minThe 401(k) Marketing PodcastThe 401(k) Marketing PodcastMastering Your Money: The Importance of Financial Wellness in Today’s World with Peter Dunn aka Pete the Planner (Ep. 28)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 … Read More Read More2023-04-1423 minThe 401(k) Marketing PodcastThe 401(k) Marketing PodcastArtificial Intelligence Opportunities and Challenges for 401(k) Advisors (Ep. 27)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 … Read More Read More2023-03-1516 minThe 401(k) Marketing PodcastThe 401(k) Marketing PodcastThe Rise of Climate-Friendly 401(k) Investment Options with Alex Wright-Gladstein (Ep. 26)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 … Read More Read More2023-02-1522 minThe 401(k) Marketing PodcastThe 401(k) Marketing PodcastColor Coding Financial Planning to Create an Understandable Client Experience With Rob Cook (Ep. 25)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 … Read More Read More2023-01-1618 minThe 401(k) Marketing PodcastThe 401(k) Marketing PodcastHow Advisors Can Use Technology to Improve Financial Knowledge in the Workplace with Emily Koochel, Ph.D., AFC®, CFT-I™ (Ep. 24)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 … Read More Read More2022-12-1420 minThe PT BuzzThe PT BuzzLearn How a Specialized Marketing Firm Can Enhance Your EffortsPT’s John Pojeta welcomes owner of 401K Marketing, Rebecca Hourihan. Rebecca shares how her firm is uniquely positioned to help advisors with their marketing efforts. She discusses how they stay current on industry trends and regulations and details the benefits of working specialists to produce and share great content.2022-12-0239 minThe 401(k) Marketing PodcastThe 401(k) Marketing Podcast3 Goal Setting Strategies of 401(k) Advisors and How to Achieve Them (Ep. 23)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 … Read More Read More2022-11-1518 minThe 401(k) Marketing PodcastThe 401(k) Marketing PodcastHow Leveraging Video Can Help Grow Your 401(k) Practice With Katie Braden (Ep. 22)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 … Read More Read More2022-10-1221 minThe 401(k) Marketing PodcastThe 401(k) Marketing PodcastSecrets of a Successful 401(k) Business with Brian Adcock (Ep. 21)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 … Read More Read More2022-09-1423 minThe 401(k) Marketing PodcastThe 401(k) Marketing PodcastHow Conferences Are Evolving for a Better Experience with Ross Marino, CFP®, CeFT® (Ep. 20)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 … Read More Read More2022-08-1623 minThe 401(k) Marketing PodcastThe 401(k) Marketing PodcastBusiness Development Strategies for 401(k) Advisors with Sasha Cibrian (Ep. 19)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 … Read More Read More2022-07-1916 minThe 401(k) Marketing PodcastThe 401(k) Marketing PodcastThree Marketing Trends Every Financial Advisor Should Follow (Ep. 18)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 … Read More Read More2022-06-2018 minThe 401(k) Marketing PodcastThe 401(k) Marketing PodcastHow to Write a Successful Marketing Strategy with Rebecca Hourihan and Sasha Cibrian (Ep. 17)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 … Read More Read More2022-05-1921 minThe 401(k) Marketing PodcastThe 401(k) Marketing PodcastHow To Improve Your Search Engine Optimization (Ep. 16)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 … Read More Read More2022-04-2527 minThe 401(k) Marketing PodcastThe 401(k) Marketing PodcastDiversifying Your Marketing Strategy With Mike Kane (Ep. 15)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 … Read More Read More2022-03-2125 minThe 401(k) Marketing PodcastThe 401(k) Marketing PodcastCreating Quality Design for Your 401(k) Business With Missy Schoedel (Ep 14)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 … Read More Read More2022-02-2419 minThe 401(k) Marketing PodcastThe 401(k) Marketing Podcast6 Marketing Strategies to Be Successful in 2022 Rebecca Hourihan and Sasha Cibrian (Ep 13)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 … Read More Read More2022-01-2831 minThe 401(k) Marketing PodcastThe 401(k) Marketing Podcast12. Creating Your Email Marketing StrategyEmail 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 … Read More Read More2021-12-3025 minThe 401(k) Marketing PodcastThe 401(k) Marketing Podcast11. The Art Of Social Media with Sasha Cibrian & Emi WeissFacebook, 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 … Read More Read More2021-11-1721 minThe 401(k) Marketing PodcastThe 401(k) Marketing Podcast10. Marketing Secret WeaponsAll 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 … Read More Read More2021-10-1520 minThe 401(k) Marketing PodcastThe 401(k) Marketing PodcastEpisode 9: How to Develop and Nurture a 401(k) Prospecting ListGenerating 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 … Read More Read More2021-09-1620 minThe 401(k) Marketing PodcastThe 401(k) Marketing PodcastEpisode 8: Peeling Back the Onion of Social Security and Retirement Income Planning With Special Guest Marcia MantellPlanning 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, … Read More Read More2021-07-1539 minBe Advised - Leading with ValueBe Advised - Leading with ValueEpisode 26 – The New Environment of Effective Marketing — with Guest Rebecca HourihanEffective marketing can take an advisor’s practice to new levels—but what does that look like with the many redefined styles of marketing? In this episode, Brad Swineheart is joined by Rebecca Hourihan AIF®, chief marketing officer at 401(k) Marketing to discuss how advisors can invest their time into their digital reputation without losing sight of … Continue reading Episode 26 – The New Environment of Effective Marketing — with Guest Rebecca Hourihan →2021-06-2328 minThe Retirement AdvisorThe Retirement AdvisorEp. 10 Marketing Strategies for Retirement Plan Advisors in 2021The COVID outbreak has changed the retirement industry and the way advisors must do things. How are advisors setting themselves apart in 2021? Join guest host Brian Flynn, Regional Director at American Trust, as he is joined by experts from 401(k) Marketing®. Rebecca Hourihan, Founder and CMO, and Sasha Cibrian, Retirement Plan Marketing Manager, join Brian to discuss: Elements that should be in your 401(k) business game plan Marketing in the Corona age Tips for improving your digital reputation 2021-05-1222 minThe 401(k) Marketing PodcastThe 401(k) Marketing PodcastEpisode 7: Taking the Road Less Travelled With the 401(k)lub – with Jake RushtonWhat 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 … Read More Read More2021-05-0333 minThe 401(k) Marketing PodcastThe 401(k) Marketing PodcastEpisode 6: Creating Income for Life with Income America™ 5ForLife — with Matthew WolniewiczTune 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 … Read More Read More2021-04-1534 minTop Advisor Marketing PodcastTop Advisor Marketing PodcastEpisode 288 – 5 Mistakes That Keep Podcasters From Building a Loyal AudienceEvery podcaster hopes to have loyal listeners. These are the people who know what day you release new episodes on, are super eager to tune in, and never miss an opportunity to recommend your podcast to their friends.  Sounds awesome, right? So what holds some podcasters back from building this level of loyalty?  In this episode, Matt and Kirk dig into this big question. They walk you through the five mistakes that keep podcasters from building a strong base of loyal fans. You will get the same strategies they use to draw in thousands of listeners to the Top Advisor Ma...2021-03-0933 minThe 401(k) Marketing PodcastThe 401(k) Marketing PodcastEpisode 5: Prospecting for Retirement Plans – with Micheal Magnan and Joseph CapraraHaving 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 … Read More Read More2021-03-0124 minThe 401(k) Marketing PodcastThe 401(k) Marketing PodcastEpisode 4: Make Your Own Luck as a Retirement Plan Professional — With Thomas Clark, JD, LLMHow 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 … Read More Read More2021-01-1444 minThe 401(k)lub PODThe 401(k)lub PODRebecca Hourihan's 401(k) Marketing MagicI rarely find an advisor in the 401(k) space that hasn't heard Rebecca Hourihan. She is THE AUTHORITY in marketing for anyone looking to do 401(k) business. She is the CMO at her firm, 401(k) Marketing. They provide help for advisors who need a full brand, brochures and sales processes. They also offer ongoing 401(k) content creation.   In this episode we cover a lot of ground with ideas for you to use in 2021 and beyond. Enjoy the show and connect with Rebecca!   --- Send in a voice message: https://anchor.fm/401...2020-12-2156 minThe 401(k) Marketing PodcastThe 401(k) Marketing PodcastEpisode 3: How Has Your Digital Sales Model Evolved for SuccessIs 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 … Read More Read More2020-12-0819 minThe 401(k) Marketing PodcastThe 401(k) Marketing PodcastEpisode 2: Marketing – The Key to Your SuccessHave 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 … Read More Read More2020-11-0227 minThe 401(k) Marketing PodcastThe 401(k) Marketing PodcastEpisode 1: Meet Your Host, Rebecca Hourihan of 401(k) MarketingWelcome to The 401(k) Marketing Podcast!  In this inaugural episode, meet your host, Rebecca Hourihan. Rebecca shares how she began her career in financial services and breaks down the unique service 401(k) Marketing provides to help financial professionals stand out from the crowd.  In this episode, you will learn: How 401(k) Marketing helps advisors earn … Read More Read More2020-10-1315 minThe Retirement AdvisorThe Retirement AdvisorEp 2. What retirement plan advisors must focus on during this new "normal"Welcome to the second episode of the Retirement Advisor Podcast from American Trust Retirement. The retirement plan industry is constantly changing, and this time in history is no different. So this month, as the emergence of this new normal in our industry becomes, well, normal, we welcome Rebecca Hourihan of 401(k) Marketing, Jason C. Roberts of the Pension Resource Institute, and Paul Grutzner of Gallagher and we focus on: Creative marketing ideas leveraging technology What tools, technology and resources are Advisors having success with to drive more efficiency in their small market retirement plan business What is important...2020-06-0500 minTop Advisor MarketingTop Advisor MarketingEpisode 224: How to Create Lasting Brand Awareness — With Rebecca HourihanDo you need to become more recognizable? Are you the top search in your region? In this episode, Matt speaks with Rebecca Hourihan, founder and CMO of 401(k) Marketing.  She elaborates on how she helps retirement-plan advisors market their expertise and build long-lasting brand awareness.  In this episode, you will learn: What led Rebecca to start this company and serve plan advisors Why is it important for the 401(k) market to be branded like other businesses How Rebecca and her team will assist you as a plan advisor And more! Tune in now an...2020-03-2425 minMarketing – Top Advisor MarketingMarketing – Top Advisor MarketingEpisode 224: How to Create Lasting Brand Awareness — With Rebecca HourihanDo you need to become more recognizable? Are you the top search in your region? In this episode, Matt speaks with Rebecca Hourihan, founder and CMO of 401(k) Marketing.  She elaborates on how she helps retirement-plan advisors market their expertise and build long-lasting brand awareness.  In this episode, you will learn: What led Rebecca to … Continue reading Episode 224: How to Create Lasting Brand Awareness — With Rebecca Hourihan →2020-03-2400 minTop Advisor Marketing PodcastTop Advisor Marketing PodcastEpisode 224: How to Create Lasting Brand Awareness — With Rebecca HourihanDo you need to become more recognizable? Are you the top search in your region? In this episode, Matt speaks with Rebecca Hourihan, founder and CMO of 401(k) Marketing.  She elaborates on how she helps retirement-plan advisors market their expertise and build long-lasting brand awareness. In this episode, you will learn: What led Rebecca to start this company and serve plan advisors Why is it important for the 401(k) market to be branded like other businesses How Rebecca and her team will assist you as a plan advisor And more! Tune in now and learn how to start building long-lasting b...2020-03-2425 minA Little Louder NowA Little Louder NowEpisode 7: Interview with Rebecca HourihanIn this episode of “A Little Louder Now”, a podcast produced by The Bridge Initiative, an Fi360 project, Terra and Robbie teamed up for the first time to interview Rebecca Hourihan, founder and Chief Marketing Officer of 401(k) Marketing. Rebecca is smart, friendly, vivacious… she’s like a magnet. You just cannot help but be drawn to her. In this interview, Terra and Robbie fangirled over Rebecca and we know you will too! Music & Editing by Jennifer Szakolczay2019-08-291h 20More Cheese Less WhiskersMore Cheese Less WhiskersEp133: Rebecca HourihanToday on the More Cheese Less Whiskers podcast we're talking with Rebecca Hourihan from San Diego, and Rebecca helps financial advisors with their marketing, branding, and content strategies. We had a really great conversation about all of the tools she’s able to help people with, and some of the strategies she can apply right now to increase the number of people they can help. When we got to the bottom of it, we figured out that the thing that's going to make the biggest impact for Rebecca right now is working on some Profit Ac...2019-01-271h 05