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 …
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 …
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 …
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, …
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 …
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: …
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 …
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 …
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 …
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 …