Rebecca Hourihan shares seven practical suggestions designed to smooth out your prospecting pipeline and drive consistent growth for your business. Rebecca discusses innovative ways to enhance communication with AI tools, emphasizes the importance of high-quality design in your marketing materials, and offers invaluable tips for maintaining meaningful connections with prospects and clients.
Rebecca touches on:
Transitioning from audio to video to stay current in a Zoom-forward world
Utilizing AI tools to craft engaging and effective follow-up emails
Updating marketing materials to make a strong visual impression
Proactively setting meetings with detailed agendas to ensure efficiency
In this episode, Rebecca is honored to welcome Nevin Adams, a legendary figure in the retirement planning industry. With a career spanning nearly five decades, Nevin has played a pivotal role in shaping the landscape of retirement plans. His wealth of experience and knowledge is undeniable as he shares his insights and future projections.
Dive into the transformative impact of target date funds, the advent of automatic enrollment, and the challenges with retirement income solutions as Rebecca and Nevin discuss:
How target date funds have simplified the investment process for 401(k) participants
Why automatic enrollment could change significantly increase participation rates
Challenges and missed opportunities regarding retirement income
Forecasted growth and changes in the 401(k) industry by 2030.
Now “retired” (whatever that means), Nevin is the former Chief Content Officer and Head of Retirement Research for the American Retirement Association. One of the retirement industry’s most prolific writers, these days he’s “retired”, which means he writes less but continues to keep his eye on developments in, and threats to, the nation’s private retirement system. In addition to helping guide the agenda development for the NAPA 401(k) Summit, he’s also the “Nevin” in the Nevin & Fred podcast (along with renowned ERISA attorney Fred Reish), offering irreverent, but relevant perspectives on the critical issues confronting plan sponsors, advisors, and retirement industry professionals.
Creating financial peace of mind is a lifelong goal. As a result, finding innovative ways to talk about money in the workplace is crucial because there has been a wave of employee resignations across many industries due to financial stress.
In this episode, Rebecca Hourihan sits down with Dr. Emily Koochel, Senior Financial Planning Education Consultant at eMoney Advisor. Dr. Koochel is an experienced financial professional, academic and researcher. Prior to FinTech, she served as an assistant professor where she taught courses in personal financial planning and working in the financial planning field.
Here, Dr. Koochel explains what financial well-being is and how it can help individuals have a positive relationship with money.
Dr. Koochel discusses:
Why she transitioned from academia to the eMoney team
The concept of financial wellness and how it benefits employees, businesses, and retirement plan advisors
Dr. Emily Koochel is an experienced financial professional, academic, and researcher. She currently serves as a leader for eMoney Advisor’s Financial Education and Wellness initiatives in her role as the Senior Financial Planning Education Consultant.
Dr. Koochel’s PhD in Applied Family Science and Master’s in Financial Planning provide a multidisciplinary lens to inform her work where she focuses on understanding the effect of financial behaviors and financial decision-making on personal and financial wellness. She serves as a subject matter expert in the field, reviewing and authoring peer-reviewed journal articles, book chapters, and contributing to public scholarship.
Most notably she served as a co-author for the CFP Board’s book The Psychology of Financial Planning and was awarded 2020 Outstanding Research Journal Article of the Year by the Association for Financial Counseling and Planning Education. She holds the Certified Financial Therapist I designation and is an Accredited Financial Counselor.
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