Month: March 2026
How Advisors Can Stay Relevant in a Changing World with Patrick Delaney (Ep. 58)

How Advisors Can Stay Relevant in a Changing World with Patrick Delaney (Ep. 58)

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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 it.

Pat breaks down how demographic pressure, AI, and participant expectations are reshaping advisory work. More importantly, he explains why the qualities of great coaches, like curiosity, courage, and compassion, may matter more for advisors going forward than technical skill alone.

Listeners can expect insights on:

  • The rise of coaching-based communication in financial advice
  • Why younger investors seek emotional connection as much as expertise
  • How AI may change advisor responsibilities
  • The Grow framework for encouraging real behavior change
  • And more!

Resources:

Connect With Patrick Delaney:

Connect With Rebecca Hourihan: 

About Our Guest:

Patrick Delaney is an insights director within U.S. Intermediaries – Advisor Engagement, the group focused on helping financial professionals understand and adapt to the changing face of wealth in the United States. 

Patrick has been with T. Rowe Price since 2000, beginning in Retirement Plan Services. Prior to his current role, Patrick developed and delivered practice management content for financial professionals designed to help them learn, sell, and better serve their corporate retirement plan clients

Patrick earned a B.A. in economics from Gettysburg College. He is a Series 7 and 63 registered representative and state-registered broker-dealer.

 

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Winning the Visibility War with Video Marketing with Laura Garfield (Ep. 57)

Winning the Visibility War with Video Marketing with Laura Garfield (Ep. 57)

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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. They explore how AI-generated content is flooding the market, why authentic storytelling still wins, and how advisors can measure ROI beyond vanity metrics. Laura also shares her 3-2-1 Countdown framework for creating effective video and practical ways to start without becoming a full-time content creator.

Laura shares key insights:

  • Why AI-generated “slop” is crowding digital platforms and raising the bar for authentic content
  • How personal stories and lived experiences help advisors stand out from automated marketing
  • The 3-2-1 Countdown framework: Prepare, Record, Convert for an effective video strategy
  • Hard vs soft metrics to evaluate ROI, from engagement data to client feedback
  • Why starting with one strong homepage video can anchor an entire marketing plan
  • And more!

Resources:

Connect With Laura Garfield:

Connect With Rebecca Hourihan: 

About Our Guest:

Laura Garfield spent her teenage years idolizing Jane Pauley and Katie Couric. A thirst for learning and a love of writing had her hooked on broadcast journalism – where you didn’t have to know everything except how to ask the right questions. After graduation, Laura landed her first news gig at a tiny TV station in Hastings, Nebraska. Over the span of more than a decade, she worked her way up through stations in Omaha and New Orleans to a position at CBS News in New York and then CNN in Atlanta. 

Along the way, she has written a book, worked as a foreign correspondent, and has lately been drawn to the emerging possibilities of digital storytelling. Instead of a company relying on a big ad spend, with the Internet, you can be a broadcaster of your own brand. Laura believes that all you need to pull it off is a talented content marketing team (like Idea Decanter!) to help you craft your message.

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