Fred Barstein Explores What If Plan Fees Go to Zero? (Ep. 37)

Fred 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 …

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It’s All In the Details: Can Micro-Interactions Make or Break Trust? (Ep. 36)

It’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 …

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SMART Strategies for a Year-End Review and 2024 Kickoff (Ep. 35)

SMART 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 …

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Elevating Advisor Standards Through CEFEX Certification with Carlos Panksep (Ep. 34)

Elevating 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 …

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Powerful Branding Strategies for 401(k) Advisors (Ep. 33)

Powerful 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 …

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How Financial Advice Preferences Have Changed Across Generations (Ep. 32)

How 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 …

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Simplified Reporting and RFX Solutions with Justin Witz (Ep. 31)

Simplified 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 …

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How Fiduciary Works Helps Advisors Work Smarter with Josh Itzoe, CFP®, AIF® (Ep. 30)

How 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 …

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Leveraging Social Media With Bruce Johnston (Ep. 29)

Leveraging 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 …

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Mastering Your Money: The Importance of Financial Wellness in Today’s World with Peter Dunn aka Pete the Planner (Ep. 28)

Mastering 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 …

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