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 …
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, …
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 …
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 …
Having the right tool can turn a good retirement plan into a great one. In this episode, Sasha Cibrian is joined by Micheal Magnan and Joseph Caprara from PlanPro. Micheal and Joe share their story of PlanPro, from the “aha moment” to how it has evolved today. Discover the importance of leveraging tools and data …
How can you pave your own path and stand out in a sea of professionals? Find out in this episode, as Rebecca Hourihan is joined by The Wagner Law Group’s Thomas Clark. Tom shares the critical marketing lessons he’s learned throughout his career and shares advice for creating impactful marketing strategies that will help you …
Is it time to reevaluate your sales process? In this episode, Rebecca Hourihan talks about the importance of acknowledging and understanding the sales model that works best for you in our digital world. She shares the pros and cons of the traditional sales model, and discusses the opportunities of growth and success when embracing a …
Have you considered how marketing can help boost your company? In this episode, Rebecca shares tips and tricks to how you can use various marketing strategies to help boost interactions with your customers and prospects. In this episode, join us as we discuss: How You Can Generate a List of Prospects Key Tips to Using …
Welcome to The 401(k) Marketing Podcast! In this inaugural episode, meet your host, Rebecca Hourihan. Rebecca shares how she began her career in financial services and breaks down the unique service 401(k) Marketing provides to help financial professionals stand out from the crowd. In this episode, you will learn: How 401(k) Marketing helps advisors earn …