Tag: Business Development

How to Become a Micro-Influencer in the Retirement Space (Ep. 53)

How to Become a Micro-Influencer in the Retirement Space (Ep. 53)

Becoming the go-to expert in your niche isn’t just for influencers; it’s for retirement plan advisors, too.

In this episode of the 401(k) Marketing Podcast, Rebecca Hourihan shares how advisors can become micro-influencers through education, storytelling, and strategic content. From quick videos to compliance-friendly guides, she explains how to build trust and credibility before you walk in the door.

Rebecca also dives into the shift with AI, the power of planning, and how consistent visibility drives results. No matter your work style, she shows how to harness your team’s strengths for scalable, effective marketing.

What to expect from tuning in:

  • Why education, not selling, is the most powerful growth strategy
  • How to use video and content to create “lunch-at-scale” interactions
  • Planning frameworks to avoid overwhelm and ensure follow-through
  • Ideas to stand out: Kolbe Index, financial wellness, SECURE Act 2.0
  • And more!

Resources:

Connect With Rebecca Hourihan: 

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 your trust. Additionally, she provides useful tips to help businesses expand their network through email campaigns and social selling with LinkedIn.

Sasha discusses:

  • The concept of business development
  • How the sales funnel can be useful to develop business strategies
  • Tips on how to advance an advisor’s business
  • The value of outsourcing when getting into business development
  • And more!

Connect With Sasha Cibrian: