Tag Archives: Finance

6 Marketing Strategies to Be Successful in 2022 Rebecca Hourihan and Sasha Cibrian (Ep 13)



In this episode, Sasha Cibrian welcomes back Rebecca Hourihan , the two dive into a discussion on important updates in the advisory industry as well as marketing trends for 2022. They share their ‘big three’ most important market strategies for advisors to differentiate themselves online and make 2022 their best year yet.

Sasha and Rebecca discuss:

  • The importance of content marketing that is high quality, timely and relevant 
  • Some of the biggest marketing trends this year within SEO, email marketing and social media
  • The four different types of search intent and the keyword content they’re related to
  • Going viral and how to beat the algorithm on social media, google and email
  • And more

Resources:

Connect With Sasha Cibrian: 

Connect With Rebecca Hourihan: 


12. Creating Your Email Marketing Strategy



Email marketing is becoming a ‘must-have’ in an advisor’s marketing strategy. It can help you inform and educate clients and prospects… plus stay top of mind, all in a timely manner. 

Whether or not you have an email marketing strategy today, you’ll need one in 2022.

In this episode, Sasha Cibrian shares 401(k) Marketing’s best strategies to help you master email marketing in the new year, outlines how to get started and gives tips on how to create the best strategy for your business.

Sasha discusses:

  • Tools for email marketing and finding the right strategy for your business
  • Different types of email marketing and when to use them
  • How to write a captivating, educational and entertaining email 
  • Looking ahead to trends in 2022
  • And more

Resources:

Connect With Sasha Cibrian: 


11. The Art Of Social Media with Sasha Cibrian & Emi Weiss



Facebook, Instagram and Tiktok have become a platform for personal and professional use, but LinkedIn has become the primary platform for networking and career development

In this episode, Sasha Cibrian is joined by her colleague, Emi Weiss, to discuss the primary social media being used by advisors, LinkedIn. They discuss why financial advisors should focus on this platform and how they can optimize their profile in order to increase connections and potential prospects. Sasha and Emi also share marketing pro tips to doing so and increasing engagement within your current and future network. 

Sasha and Emi discuss:

  • Why professionals should focus on LinkedIn
  • What features financial advisors should use
  • Tips for initial and continued contact with connections
  • How to increase your engagement
  • And more!

Connect With 401k Marketing: 


10. Marketing Secret Weapons



All retirement plan professionals want to stay top of mind for clients and prospective clients. Efficient and strategic marketing is key to making this a reality.

In this episode, 401(k) Marketing’s marketing manager, Sasha Cibrian, discusses how to market yourself and your company efficiently and effectively. She shares tips for marketing automation and tools you can use to increase your presence to get time back in your day.

Sasha discusses:

  • How to utilize automated marketing
  • Ways to get around spam filters
  • Digital tools to leverage
  • How to start using the right tools for marketing
  • And more

Resources:

Connect With 401(k) Marketing:

 


Episode 9: How to Develop and Nurture a 401(k) Prospecting List



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 LinkedIn connections into contacts can help you gain more clients.

Rebecca discusses:

  • How to create your prospect list
  • How to turn LinkedIn connections into a contact
  • Why you should scrub your list at the end of each year
  • Tips to extend your reach through social media
  • And more

Connect With Rebecca Hourihan: 


Episode 7

Episode 7: Taking the Road Less Travelled With the 401(k)lub – with Jake Rushton



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 his business through tried, true and new marketing efforts, and started a coaching community – the 401(k)lub – that helps retirement plan advisors’ level-up their business.

Resources:  401(k) Marketing | Email | Jake Rushton | 401(k)lub | 401JA(k)E Show


Episode 6: Creating Income for Life with Income America™ 5ForLife — with Matthew Wolniewicz



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 Matthew Wolniewicz from Creating Income for Life with Income America 5ForLife, so you won’t want to miss it!

Resources: 401(k) Marketing | Email | Rebecca Hourihan | Matthew Wolniewicz | Income America


Episode 5: Prospecting for Retirement Plans – with Micheal Magnan and Joseph Caprara



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 MagnanJoseph CapraraPlanPro


Episode 4: Make Your Own Luck as a Retirement Plan Professional — With Thomas Clark, JD, LLM



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


Episode 2: Marketing – The Key to Your Success



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