Tag: Financial Advisors

Podcast Image showing the title "401k Marketing Podcast" and headshot of Rebecca Hourihan and a picture of Justin Witz
Simplified Reporting and RFX Solutions with Justin Witz (Ep. 31)

Simplified Reporting and RFX Solutions with Justin Witz (Ep. 31)

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Are you struggling to keep up with the ever-changing landscape of the retirement plan industry?

In this episode of the 401(k) Marketing Podcast, Rebecca Hourihan interviews Justin Witz, co-founder of PlanTools, LLC and Catapult HQ, Inc. Justin shares his insights on where the 401(k) industry is headed and how technology can help advisors stay ahead of the curve.

Justin Witz discusses:

  • The importance of building trust with clients
  • How PlanTools helps advisors streamline their retirement plan reporting
  • How Catapult, as an RFX platform, helps bring automation into your practice
  • Why you should take a “consistently good, occasionally great” approach
  • And more

Connect With Justin Witz:

Connect With Rebecca Hourihan: 

About Our Guest:

A Veteran of the U.S. Air Force, Operation Iraqi Freedom and Enduring Freedom, Justin is the Co-Founder and CEO of Catapult HQ, Inc., a universal Request for Proposal (“RFP”) platform which caters to every industry and project type to include RFP’s, RFI’s, RFQ’s, DDQ’s, Cybersecurity, Government and more. Catapult has won a plethora of awards within the local community as a top startup to watch and globally for its innovation, time and cost saving technology across the Fortune 500. Catapult reduces the RFx workflow by over 90% for organizations worldwide while standardizing their internal processes.

In addition, Justin has been widely recognized for the technology solutions he has built that brought three Target Date Solutions in the Financial Services – Retirement sector for AllianzGI, Merrill Lynch and the widely successful Principal Financial Groups Target Date Analyzer. In addition, he has built custom solutions for Vanguard, Nationwide and many others alongside publications by Google, Atlassian, Balsamiq, Forbes, ASPPA’s Plan Consultant Magazine, Bloomberg BNA, 401kWire, 401k Help Center, StartCharlotte, Charlotte Stories, Charlotte Business Journal and he has spoken globally on project management, team empowerment, collaboration, entrepreneurship and additional topics at industry related conferences for Google, Atlassian, Startup Grind, NAPA, Excel 401(k), and CFDD.

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Podcast Image showing the title "401k Marketing Podcast" and headshots of Josh Itzoe and Rebecca Hourihan
How Fiduciary Works Helps Advisors Work Smarter with Josh Itzoe, CFP®, AIF® (Ep. 30)

How Fiduciary Works Helps Advisors Work Smarter with Josh Itzoe, CFP®, AIF® (Ep. 30)

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We’ve all heard it a thousand times: Work smarter, not harder. Discover how to work smarter and become a hero to your clients with FiduciaryWor(k)s.

In this episode of the 401k Marketing Podcast, Rebecca Hourihan interviews Josh Itzoe, CFP®, AIF®, founder of FiduciaryWor(k)s and former co-founder of Greenspring Advisors. Josh discusses the challenges that advisors face in their business, including visualizing their value and creating efficiency and repeatability in their practice. 

Josh Itzoe discusses:

  • The importance of creating a consistent process
  • Why “casting a vision” is important for financial advisors to do with clients
  • How to leverage technology to increase efficiency and profitability
  • Ways you can become a hero to your clients
  • And more

Connect With Josh Itzoe:

Connect With Rebecca Hourihan: 

About Our Guest:

Josh Itzoe is the Founder & CEO of FiduciaryWor(k)s, where he focuses on developing insights, research, technology, fiduciary consulting, and practice management coaching to assist retirement plan advisors and employers in the areas of fiduciary responsibility and workplace retirement. As the creator of FiduciaryRx™, a web-based tool, he helps retirement plan advisors diagnose, prescribe, and improve Fiduciary Wellness™ for corporate retirement plans.

An Amazon Best Selling author of two books, “The Fiduciary Formula: 6 Essential Elements to Create the Perfect Corporate Retirement Plan” and “Fixing the 401(k): What Fiduciaries Must Know (And Do) To Help Employees Retire Successfully,” Josh is also the host of the Fiduciary U™ Podcast and a frequent industry speaker.

With a track record of excellence, Josh has been named a Financial Times Top 401 Retirement Advisor three times (2016-2018) and nominated for the Top 100 Most Influential People in Defined Contribution survey by 401kWire. He is a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary®.

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Color Coding Financial Planning to Create an Understandable Client Experience With Rob Cook (Ep. 25)

Color Coding Financial Planning to Create an Understandable Client Experience With Rob Cook (Ep. 25)

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Have you ever spent time with a prospective client only to find out after you’ve sunken who knows how much time with,  that they’re not a good fit?

In this episode, Rebecca Hourihan invites Rob Cook of The Elements Financial Monitoring System™ to share how their technology can help solve this very common problem faced by financial advisors by implementing a system and a process in place that would enable them to provide planning at scale.

Rob discusses:

  • How the Elements® software solution came to be created
  • The problems commonly faced by financial advisors and how their product remedies these issues
  • Why enegagement and adaptation is so important for financial advisors to implement
  • Why Elements® chose to do mobile first user experience
  • And more

Connect With Rob:

Connect With Rebecca Hourihan: 

About Rob Cook:

Podcasting, personal finance, college sports, and family are Rob’s passions.

Rob is a CPA, CFP®, and former finanical advisor. By night he runs and operates his personal business, Contenders Wanted, and by day he is an account executive and shareholder of a FinTech company (Elements®) that’s trying to change the way advisors serve their clients so they can provide advice anyone, and so more people can get access to high quality financial advice and create wealth. Then by night I am the host of the Contenders Wanted podcast and use Elements® to serve our audience.

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3 Goal Setting Strategies of 401(k) Advisors and How to Achieve Them (Ep. 23)

3 Goal Setting Strategies of 401(k) Advisors and How to Achieve Them (Ep. 23)

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As we wrap up the end of 2022 and look forward to 2023, what do you hope to accomplish?

Growth? Profitability? Building a great team?

In this episode, Rebecca Hourihan breaks down three goals that many retirement plan advisors share and then she provides helpful tips and strategies to bring each one to fruition. 

Rebecca discusses:

  • The marketing funnel and the ways you can make the most of each stage
  • How to manage your time to achieve your short and long-term goals
  • Activities you can implement to achieve success for your business
  • And more!

Connect With Rebecca Hourihan: 

 

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