Tag: AI Marketing

Can Plan Sponsors Find You in AI Search? The Future of Retirement Plan Marketing (Ep. 60)

Can Plan Sponsors Find You in AI Search? The Future of Retirement Plan Marketing (Ep. 60)

Retirement plan marketing keeps changing, and AI is adding another layer for advisors already trying to keep up with search, social media, email, and video. How can you embrace what’s next without losing the human relationships that build trust? 

In this final official episode of The 401(k) Podcast, Rebecca Hourihan reflects on 12 years of change in retirement plan marketing and looks at what may come next. She explores how AI can support more tailored content, why search is expanding beyond Google, and how video helps prospective clients become familiar with an advisor. Rebecca and Patrice Sikora also examine the connection between marketing and sales, along with the consistent communication required to build trust over time.

Rebecca Hourihan discusses:

  • Why advisors should begin learning how to use AI before adoption and audience expectations accelerate
  • How tailored content can address specific industries, generations, plan sponsors, and buyer needs
  • How SEO, answer engine optimization, mobile behavior, and voice-to-text are changing online discovery 
  • Why consistent articles, emails, social posts, and videos can build trust before the first meeting
  • And more!

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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 useful tool for financial advisors and ways to use it effectively in your practice. 

Rebecca discusses:

  • The ways AI has been revolutionizing business
  • How large language models work
  • A story about why large language models are never the most reliable source
  • Why certain professions are uncertain about this new development in technology
  • How Chat GPT and other AI models could be used to improve communication between 401(k) advisors and their clients
  • And more

Resources:

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