3 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 discusses:

  • The marketing funnel and the ways you can make the most of each stage
  • How to manage your time to achieve your short and long-term goals
  • Activities you can implement to achieve success for your business
  • And more!

Connect With Rebecca Hourihan: 

 


How 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 through video. 

In this episode, Rebecca Hourihan has guest Katie Braden, CFP®, founder of Innovating Advice, on the podcast to discuss the power of video and ways you can use it to your advantage.

Katie discusses:

  • How video has evolved in the last 10 years
  • Simple ways to get started with quality video 
  • The different tools you can use to bring your video content up a notch
  • Why the video approach can be better than using traditional media
  • And more

Resources:

Connect With Katie Braden:

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About Our Guest:

After 16 years in the profession, Katie Braden, CFP® has combined her passions and expertise to focus on helping financial advisors leverage video to grow their businesses through her company, Innovating Advice. She runs the 3-month Video Creation Masterclass, video workshops and the Innovating Advice Community (IAC) which provides all the tools, support and resources financial advisors need to embrace the power of video.

Katie obtained a degree in photography from RMIT University in Melbourne, Australia before returning to the U.S. and joining her mother’s RIA. She left in 2013 to start one of the first completely virtual, subscription-model financial planning businesses and then pivoted to working, speaking and consulting with financial planners in 35 countries, encouraging them to innovate in all areas. Katie is also a Private Pilot and loves the freedom of the skies, whether flying herself or traveling around the world with her husband, who’s a professional pilot.




Secrets 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 started in the 401(k) side of things, the story of how Brian got his nickname, community initiatives, and Adcock Financial group’s focus on delivering a great customer experience.

Brian discusses:

  • How community engagement can impact your business
  • The steps you can take to provide an exceptional customer experience
  • What Adcock Financial Group does differently that keeps their clients happy
  • And more

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About Our Guest:

Brian Adcock graduated from Auburn University in 1996 with a BS in Marketing Education and joined Adcock Financial Group. He runs two divisions of Adcock Financial. Brian directs the Wealth & Income Planning Division, which works to create customized financial and investment planning for high net worth individuals centered around their core beliefs and goals. Brian also leads the Retirement Plan Division, where he works with small to mid-size businesses in implementing and monitoring retirement plans. He and his team work as an extension of the HR department to provide some of the fiduciary oversight requirements and, equally as important, work to provide the education of individual participants to help them make informed decisions around their retirement plan experiences.




How 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 Transitus Wealth Partners and Advisor2X on the podcast to share his experience. He is the founder of numerous workshops and conferences such as Wealth@Work, which is just around the corner, and even shares some information about his newest project, SHIFT Human First Financial Guidance.

Ross shares:

  • A sneak peek of what to expect in the upcoming Wealth@Work conference
  • The Hive and how this new idea enhances the experience for attendees
  • Ways your health is impacting your wealth
  • And more

Resources:

Connect With Rebecca Hourihan: 

Connect With Ross Marino:

About Our Guest:

Ross Marino’s fascination with business and investments started in the 9th grade, when he received a copy of Money Magazine as a birthday gift. Since business was a common topic in his home, this wasn’t a huge surprise. His father owned a small business, and his mother was an executive for a “Big 4” accounting firm. That fascination led to a career as a financial planner, beginning in 1988. 

Giving back to make the world a better place is more than just a responsibility. Specifically, Ross believes business owners have an incredible opportunity to leverage their resources and find creative ways to impact the world. To this end, he founded Mission Made Jewelry to fight global poverty, which is funded and staffed by volunteers from his companies.




Business 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 your trust. Additionally, she provides useful tips to help businesses expand their network through email campaigns and social selling with LinkedIn.

Sasha discusses:

  • The concept of business development
  • How the sales funnel can be useful to develop business strategies
  • Tips on how to advance an advisor’s business
  • The value of outsourcing when getting into business development
  • And more!

Connect With Sasha Cibrian: 


Three 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 working right now, she also covers past trends and future outlooks. 

Rebecca discusses:

  • The newest trends that advisors are using right now to market themselves
  • What trends may not be worth your investment
  • The digital tools available to increase advisor marketing efficiency
  • Her opinion on hashtag usage
  • And more!

Resources:

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How 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 Marketing Strategy to align your brand, mission, team and goals into a unified client service standard and build an action plan for business growth.

Rebecca and Sasha discuss:

  • What marketing strategy is and why 401(k) advisors need it
  • The 6 different stages of marketing strategy
  • How you can develop an action plan
  • Where to get started and what to tackle first
  • And more

Connect With Rebecca Hourihan and Sasha Cibrian

 


How 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 the risk of losing business.

In this episode, Rebecca Hourihan is joined by Missy Schoedel to discuss the importance of search engine optimization (SEO) for you and your business.

Rebecca and Missy discuss:

  • What is search engine optimization (SEO) and how does it work?
  • Identifying your keywords for SEO and tools that can help
  • Why content marketing is critical for SEO
  • How social media and SEO are related
  • And more

Resources:

Connect With Rebecca Hourihan: 

 


Diversifying 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 business’ tool kit to reach the largest audience.

Mike discusses:

  • The evolution of Plan Sponsor Consultants marketing tactics over the years to get in front of prospective clients
  • The current marketing strategy Mike and his team use to win retirement plan business
  • The three topics plan sponsors are most interested in
  • Advice for financial advisors and ways they could implement marketing strategies into their practices
  • What the retirement plan industry might look like in 10 years
  • And more

Resources

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About Our Guest:

Michael Kane serves as Managing Director of Plan Sponsor Consultants. He is a member of Retirement Partners Group (RPG), a network of advisors associated with LPL Financial who are among the 401(k) plan distribution leaders in terms of number of retirement plan advisors, plans, participants and assets under advisement. He is also a member of GRP Advisor Alliance, an independent network of retirement plan focused advisors. GRP Advisor Alliance is not affiliated with or endorsed by LPL Financial. Mike is also a member of the prestigious national Retirement Advisor Council (RAC), where he serves on 2 committees. Mike also serves on various committees of the National Association of Plan Advisors (NAPA), a division of the American Retirement Association. Mike also serves on the Retirement Advisor Leadership Committee of LPL Retirement Partners. He is a member of the Centre For Fiduciary Excellence (CEFEX) and the Center for Fiduciary Studies.

Mike is an Accredited Investment Fiduciary Analyst (AIFA). AIFA’s have completed a rigorous specialized program on investment fiduciary standards of care at the Center for Fiduciary Studies, in association with the University of Pittsburgh Joseph M. Katz Graduate School of Business. He also is a Certified Plan Fiduciary Advisor through the National Association of Plan Advisors.

 


Creating 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 convey your firm’s story in a way that engages your target market.

In this episode, Rebecca Hourihan and Missy Schoedel discuss how quality design can improve your business. They outline the necessary elements 401(k) advisors need and highlight how 401(k) Marketing helps their clients find their authentic brand.

Rebecca and Missy discuss:

  • The foundational elements you need for marketing your business
  • Why quality design is necessary to convey your brand’s story
  • The most important components to creating website longevity
  • How 401(k) Marketing can help you design your brand
  • And more

Resources:

Connect With Missy Schoedel:

Connect With Rebecca Hourihan: 

About Our Guest:

Missy Schoedel joined the 401(k) Marketing team in January of 2015 and as the company’s first employee, has been an integral part of growing the firm to where it is today. Armed with a passion to nurture and connect, she has helped many top advisors craft their unique value propositions, develop strong brand identities and create meaningful connections through a variety of marketing mediums. She brings fresh ideas, a deep understanding of the retirement industry and a curiosity that drives her to explore new ways to enhance client relationships.