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 …
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 …
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 …
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 …
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 …
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 …
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 …
In recent years, you’ve probably heard about how Artificial Intelligence (AI) is taking over different industries – but it can’t fully replace human intelligence… can it? In this episode, Rebecca Hourihan shares some of the exciting benefits and cautionary challenges of using AI-produced content. She talks about Chat GPT and how it can be a …
In this episode, we speak with Alex Wright-Gladstein, the founder of Sphere, an asset management company that offers a climate-friendly mutual fund and index option for retirement plans. She shares her journey of discovering the lack of sustainable investment options in 2017 and her mission to provide a low-fee, planet-voting alternative to the traditional S&P …
Have you ever spent time with a prospective client only to find out after you’ve sunken who knows how much time with, that they’re not a good fit? In this episode, Rebecca Hourihan invites Rob Cook of The Elements Financial Monitoring System™ to share how their technology can help solve this very common problem faced …