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 …
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 …
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 …
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 …
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 …
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 …
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 …
Have you ever tried to search for a business or a person but can’t find anything about them? More importantly, are you and your company easily discoverable on Google and search engines? When plan sponsors look you up, it’s critical that you come up on the first page of google every time, or you run …
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 …
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 …