Category: Finance
Diversifying Your Marketing Strategy With Mike Kane (Ep. 15)

Diversifying Your Marketing Strategy With Mike Kane (Ep. 15)

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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

Connect With Mike Kane:

Connect With Rebecca Hourihan: 

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.

 

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Creating Quality Design for Your 401(k) Business With Missy Schoedel (Ep 14)

Creating Quality Design for Your 401(k) Business With Missy Schoedel (Ep 14)

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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.

 

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6 Marketing Strategies to Be Successful in 2022 Rebecca Hourihan and Sasha Cibrian (Ep 13)

6 Marketing Strategies to Be Successful in 2022 Rebecca Hourihan and Sasha Cibrian (Ep 13)

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In this episode, Sasha Cibrian welcomes back Rebecca Hourihan , the two dive into a discussion on important updates in the advisory industry as well as marketing trends for 2022. They share their ‘big three’ most important market strategies for advisors to differentiate themselves online and make 2022 their best year yet.

Sasha and Rebecca discuss:

  • The importance of content marketing that is high quality, timely and relevant 
  • Some of the biggest marketing trends this year within SEO, email marketing and social media
  • The four different types of search intent and the keyword content they’re related to
  • Going viral and how to beat the algorithm on social media, google and email
  • And more

Resources:

Connect With Sasha Cibrian: 

Connect With Rebecca Hourihan: 

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12. Creating Your Email Marketing Strategy

12. Creating Your Email Marketing Strategy

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Email marketing is becoming a ‘must-have’ in an advisor’s marketing strategy. It can help you inform and educate clients and prospects… plus stay top of mind, all in a timely manner. 

Whether or not you have an email marketing strategy today, you’ll need one in 2022.

In this episode, Sasha Cibrian shares 401(k) Marketing’s best strategies to help you master email marketing in the new year, outlines how to get started and gives tips on how to create the best strategy for your business.

Sasha discusses:

  • Tools for email marketing and finding the right strategy for your business
  • Different types of email marketing and when to use them
  • How to write a captivating, educational and entertaining email 
  • Looking ahead to trends in 2022
  • And more

Resources:

Connect With Sasha Cibrian: 

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11. The Art Of Social Media with Sasha Cibrian & Emi Weiss

11. The Art Of Social Media with Sasha Cibrian & Emi Weiss

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Facebook, Instagram and Tiktok have become a platform for personal and professional use, but LinkedIn has become the primary platform for networking and career development

In this episode, Sasha Cibrian is joined by her colleague, Emi Weiss, to discuss the primary social media being used by advisors, LinkedIn. They discuss why financial advisors should focus on this platform and how they can optimize their profile in order to increase connections and potential prospects. Sasha and Emi also share marketing pro tips to doing so and increasing engagement within your current and future network. 

Sasha and Emi discuss:

  • Why professionals should focus on LinkedIn
  • What features financial advisors should use
  • Tips for initial and continued contact with connections
  • How to increase your engagement
  • And more!

Connect With 401k Marketing: 

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10. Marketing Secret Weapons

10. Marketing Secret Weapons

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All retirement plan professionals want to stay top of mind for clients and prospective clients. Efficient and strategic marketing is key to making this a reality.

In this episode, 401(k) Marketing’s marketing manager, Sasha Cibrian, discusses how to market yourself and your company efficiently and effectively. She shares tips for marketing automation and tools you can use to increase your presence to get time back in your day.

Sasha discusses:

  • How to utilize automated marketing
  • Ways to get around spam filters
  • Digital tools to leverage
  • How to start using the right tools for marketing
  • And more

Resources:

Connect With 401(k) Marketing:

 

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Episode 9: How to Develop and Nurture a 401(k) Prospecting List

Episode 9: How to Develop and Nurture a 401(k) Prospecting List

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Generating business is a struggle for many new retirement plan advisors. 

Where do you start? How do you prospect? How do you market?

In this episode, Rebecca Hourihan shares tips and tricks for creating a prospecting list and reveals how to use that list to generate business opportunities. She discusses hidden strategies and how turning LinkedIn connections into contacts can help you gain more clients.

Rebecca discusses:

  • How to create your prospect list
  • How to turn LinkedIn connections into a contact
  • Why you should scrub your list at the end of each year
  • Tips to extend your reach through social media
  • And more

Connect With Rebecca Hourihan: 

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Episode 8: Peeling Back the Onion of Social Security and Retirement Income Planning With Special Guest Marcia Mantell

Episode 8: Peeling Back the Onion of Social Security and Retirement Income Planning With Special Guest Marcia Mantell

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Planning for retirement is similar to an onion. Every time you learn a little bit more about it, you peel back another layer.

In this episode, Rebecca Hourihan talks with Marcia Mantell, an author and blogger, and the owner of Mantell Retirement Consulting. Marcia has nearly 30 years of experience working with retirement planning strategies, and today, she shares the nitty gritty specifics of Social Security and Medicare. Tune in to hear her funny stories that will help educate employers, employees and financial advisors as they support their clients towards their golden years!

Marcia discusses:

  • Marcia’s journey into the retirement education and planning business
  • Which tools help successfully educate individuals
  • How she helps address unique one-on-one situations 
  • Stories from her years of experience
  • And more

Resources:

Connect With Marcia Mantell:

Connect With Rebecca Hourihan: 

About Our Guest:

Marcia Mantell: For nearly 30 years, Marcia Mantell has helped de-mystify retirement planning concepts for top financial services firms and pre-retirees. Marcia writes extensively as a guest columnist, runs her company Mantell Retirement Consulting and is considered an expert in Social Security and Medicare. 

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Episode 7
Episode 7: Taking the Road Less Travelled With the 401(k)lub – with Jake Rushton

Episode 7: Taking the Road Less Travelled With the 401(k)lub – with Jake Rushton

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What happens when two enthusiastic marketers get together?

They geek out about marketing! This episode dives into why it is important for advisors to find a marketing platform that you enjoy, along with how you can cultivate a niche retirement plan advisory practice. Join us to learn about how Jake Rushton got his start, grew his business through tried, true and new marketing efforts, and started a coaching community – the 401(k)lub – that helps retirement plan advisors’ level-up their business.

Resources:  401(k) Marketing | Email | Jake Rushton | 401(k)lub | 401JA(k)E Show

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Episode 6: Creating Income for Life with Income America™ 5ForLife — with Matthew Wolniewicz

Episode 6: Creating Income for Life with Income America™ 5ForLife — with Matthew Wolniewicz

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Tune in to learn why NOW is the time for guaranteed income within 401(k) plans. The April 401(k) Marketing Podcast is a lively discussion on how financial advisors can reimagine – using a new and simple solution to help plan participants access income for life. This edition features a very special guest and fiduciary expert Matthew Wolniewicz from Creating Income for Life with Income America 5ForLife, so you won’t want to miss it!

Resources: 401(k) Marketing | Email | Rebecca Hourihan | Matthew Wolniewicz | Income America

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