Category Archives: Uncategorized

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

Connect With Brian Adcock:

Connect With Rebecca Hourihan: 

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!

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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

 


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



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: 


10. Marketing Secret Weapons



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:

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



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: 


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



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. 


Episode 7

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



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


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



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