Tag: Financial Advisor Podcast

How Advisors Can Win More, Retain More, and Work Smarter with Randy Fuss (Ep. 54)

How Advisors Can Win More, Retain More, and Work Smarter with Randy Fuss (Ep. 54)

Most retirement plan advisors spend their days working in their practice, reacting to client emails, putting out fires, and chasing deadlines. But what if you carved out just 2 hours a month to work on your practice instead?

In this high-energy episode, Randy Fuss of Fuss Success Builders joins Rebecca Hourihan to unpack the real meaning of practice management. From clarifying the “Big Three” (wins, retention, and efficiency) to using DISC personality profiles and AI tools like Crystal, Randy shares strategies that can transform your client conversations, team dynamics, and sales outcomes.

Whether you’re walking into a boardroom full of decision-makers or trying to earn trust across generations, this episode will help you speak your clients’ language, literally.

What to expect:

  • The 2-hour rule for practice growth
  • Why DISC and adaptive selling still work in 2025
  • How AI tools like Crystal can predict buying behavior
  • The power of sales personalization in multi-generational wealth transitions
  • And more!

Resources:

Connect With Rebecca Hourihan: 

Connect With Randy Fuss:

About Our Guest:

Randy Fuss is passionate about presenting, coaching, and consulting with the many professionals who work in the group retirement plan industry, who are seeking ways to take their performance to the next level! After a very productive and lengthy stint at Cuna Mutual Group, he is now excited to bring his skill set and experience in helping others through his own firm, Fuss Success Builders!.

As a Registered Corporate Coach™ and Certified DiSC® Trainer, Randy is most in his element in front of a group conducting trainings, workshops & webinars, sharing actionable ideas that lead to improvement. He’s been a frequent presenter at various industry meetings & conferences, and looks forward to bringing his practice management experience through coaching and speaking engagements to help individuals and companies like yours achieve greater success!

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: