Artificial Intelligence Opportunities and Challenges for 401(k) Advisors (Ep. 27)

Artificial Intelligence Opportunities and Challenges for 401(k) Advisors (Ep. 27)

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 …

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The Rise of Climate-Friendly 401(k) Investment Options with Alex Wright-Gladstein (Ep. 26)

The Rise of Climate-Friendly 401(k) Investment Options with Alex Wright-Gladstein (Ep. 26)

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 …

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Color Coding Financial Planning to Create an Understandable Client Experience With Rob Cook (Ep. 25)

Color Coding Financial Planning to Create an Understandable Client Experience With Rob Cook (Ep. 25)

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 …

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How Advisors Can Use Technology to Improve Financial Knowledge in the Workplace with Emily Koochel, Ph.D., AFC®, CFT-I™ (Ep. 24)

How Advisors Can Use Technology to Improve Financial Knowledge in the Workplace with Emily Koochel, Ph.D., AFC®, CFT-I™ (Ep. 24)

Creating financial peace of mind is a lifelong goal. As a result, finding innovative ways to talk about money in the workplace is crucial because there has been a wave of employee resignations across many industries due to financial stress.  In this episode, Rebecca Hourihan sits down with Dr. Emily Koochel, Senior Financial Planning Education …

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3 Goal Setting Strategies of 401(k) Advisors and How to Achieve Them (Ep. 23)

3 Goal Setting Strategies of 401(k) Advisors and How to Achieve Them (Ep. 23)

As we wrap up the end of 2022 and look forward to 2023, what do you hope to accomplish? Growth? Profitability? Building a great team? In this episode, Rebecca Hourihan breaks down three goals that many retirement plan advisors share and then she provides helpful tips and strategies to bring each one to fruition.  Rebecca …

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How Leveraging Video Can Help Grow Your 401(k) Practice With Katie Braden (Ep. 22)

How Leveraging Video Can Help Grow Your 401(k) Practice With Katie Braden (Ep. 22)

In the aftermath of the pandemic, we are seeing a rise in video content – from Zoom calls to social media. If the last five years have taught us anything, it’s that we can’t always meet with our clients in person. So, the next best thing to connect in an easy and authentic way is …

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Secrets of a Successful 401(k) Business with Brian Adcock (Ep. 21)

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 …

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How Conferences Are Evolving for a Better Experience with Ross Marino, CFP®, CeFT® (Ep. 20)

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 …

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Business Development Strategies for 401(k) Advisors with Sasha Cibrian (Ep. 19)

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 …

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Three Marketing Trends Every Financial Advisor Should Follow (Ep. 18)

Three Marketing Trends Every Financial Advisor Should Follow (Ep. 18)

As an advisor, you may feel limited when it comes to ways that you can market yourself to your ideal client. What if you could change that?  In this episode, Rebecca Hourihan shares with listeners the top three newest trends she sees in the ways financial advisors are marketing themselves. While she discusses what is …

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