Tag: Digital Presence

10 Years of Insights: Advisor Retirement Plan Marketing (Ep. 41)

10 Years of Insights: Advisor Retirement Plan Marketing (Ep. 41)

Rebecca Hourihan reflects on a decade of retirement plan marketing. She emphasizes the challenges of change, the evolution of marketing strategies from cold calling to leveraging social media, and the necessity of maintaining a visible and professional online presence. Rebecca also touches on the importance of creating tailored content, and discusses the critical role of effective communication, highlighting the need to provide relevant and timely information without overwhelming the audience. 

This episode is packed with insights and best practices for anyone looking to enhance their expertise and authority in the retirement plan community.

Key takeaways include:

  • The inception of 401(k) Marketing and the significance of tailored messaging for plan sponsors and participants
  • The role of clear and honest communication in building trust and avoiding surprises
  • The necessity of adapting to changing marketing trends and leveraging social media for greater visibility
  • Insights into the ongoing convergence of wealth management and retirement plans
  • And more

Connect With Rebecca Hourihan: 

It’s All In the Details: Can Micro-Interactions Make or Break Trust? (Ep. 36)

It’s All In the Details: Can Micro-Interactions Make or Break Trust? (Ep. 36)

You never get the chance to redo a first introduction, so make sure you can control as much of it as you can!

In this episode of the 401(k) Marketing Podcast, Rebecca Hourihan shares her recent encounter with a local attorney, which highlighted the profound impact of seemingly minor details during a first meeting. The episode explores key lessons for advisors to build and maintain client trust.

Rebecca discusses:

  • How micro-interactions can make or break the trust of a client or prospect
  • Incremental adjustments to improve your onboarding process
  • The escalating need for robust cybersecurity measures
  • Her views on regaining trust after a mistake
  • And more

Resources:

Connect with Rebecca Hourihan: