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 to create the best retirement plan for your clients.

In this episode, you will learn:

• What led them to the investment world
• How the right tools can benefit retirement plans
• Why quality over quantity is so important
• The importance of starting a dialogue
• And more!

Discover the tool you were missing out on when building retirement plans by playing this episode now!

Resources:  401(k) Marketing | Email | Sasha Cibrian | Micheal Magnan ❘ Joseph Caprara |  PlanPro

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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 stand out.

In this episode, you will learn:

• How Thomas entered the ERISA industry
• Why you should always be learning
• How the retirement plan industry has, and will, evolve
• The difference between features and benefits when marketing to clients
• And more!

Discover ways you can make your marketing more impactful — and fun — by tuning in today! 

Resources: 401(k) Marketing | Email | Rebecca Hourihan | Thomas Clark  | The Wagner Law Group  | Thomas Clark Email

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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 Email Marketing for Your Company
• Whether Direct Mail Marketing Is Still Effective
• What is SEO and How Do You Use It?
• How your Website Is Your Number One Salesman
• And more!

Tune in now to learn about how you can implement Rebecca’s tips and tricks to help your company stand out! 

Resources: 401(k) Marketing | Email | Rebecca Hourihan

 

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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 more 401(k) business
• What it’s like working with 401(k) Marketing
• Rebecca’s idea of success and her unique marketing philosophy
• The advice Rebecca gives most often
• And more!

Tune in now to meet Rebecca Hourihan and to learn what she has in store for you with the 401(k) Marketing Podcast! 

Resources: 401(k) Marketing | Email | Rebecca Hourihan

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