Retirement plan marketing keeps changing, and AI is adding another layer for advisors already trying to keep up with search, social media, email, and video. How can you embrace what’s next without losing the human relationships that build trust? In this final official episode of The 401(k) Podcast, Rebecca Hourihan reflects on 12 years of …
Things can feel steady until they slowly start slipping without warning. What if the biggest risk to your growth isn’t what you’re doing, but what you’ve stopped doing? In this episode, Rebecca Hourihan breaks down how marketing momentum works using a powerful airplane analogy. She explains why slowing down your efforts doesn’t cause an immediate …
Everything around advisors is moving fast, and Patrik Delaney has spent twenty-five years watching the industry shift under their feet. In this conversation, he and Rebecca dig into what is driving those changes, why traditional education is no longer enough, and how the most successful advisors are learning to inspire behavior rather than just explain …
Standing out online has never been harder. With endless content competing for attention, how do you make sure your voice is the one people remember? In this episode, Rebecca Hourihan welcomes back Laura Garfield, Founder of Idea Decanter, to talk about the growing “visibility war” and why video has become increasingly important for many advisors. …
Confidence alone won’t make you a better communicator. What if the key to connecting with others lies in understanding them first? How do you shift from speaking at people to truly engaging with them? What role does listening play in building trust and deepening relationships? In this episode, Rebecca Hourihan interviews Matt Mosich, a communications …
Some conversations hit closer to home, especially when your guest is your mom. In this refreshingly candid episode, Rebecca Hourihan sits down with her mother for a conversation that moves from garden centers and white minivans to the heart of what it means to lead with confidence in uncertain times. From generational shifts to TikTok …
Most retirement plan advisors spend their days working in their practice, reacting to client emails, putting out fires, and chasing deadlines. But what if you carved out just 2 hours a month to work on your practice instead? In this high-energy episode, Randy Fuss of Fuss Success Builders joins Rebecca Hourihan to unpack the real …
Becoming the go-to expert in your niche isn’t just for influencers; it’s for retirement plan advisors, too. In this episode of the 401(k) Marketing Podcast, Rebecca Hourihan shares how advisors can become micro-influencers through education, storytelling, and strategic content. From quick videos to compliance-friendly guides, she explains how to build trust and credibility before you …
What makes startup 401(k) plans the new frontier for retirement savings? Join Rebecca Hourihan as she sits down with Kevin Spaeth from PenChecks to explore the modern twists redefining 401(k) plans. They delve into the impact of auto-enrollment and escalation, the role of safe-harbor rules, state-mandated IRA programs, and the introduction of strategic tax incentives …
As the retirement landscape continues to evolve, understanding how new legislation and emerging technologies impact employers and employees is more important than ever. In this episode, Rebecca chats with Will Hansen, Executive Director of the Plan Sponsor Council of America, to discuss the latest shifts in retirement planning and policy, and what they mean for …