Tag: Marketing Strategy
How to Engage Boomers to Gen Z (Ep. 55)

How to Engage Boomers to Gen Z (Ep. 55)

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Some conversations hit closer to home, especially when your guest is your mom.

In this refreshingly candid episode, Rebecca Hourihan sits down with her mother for a conversation that moves from garden centers and white minivans to the heart of what it means to lead with confidence in uncertain times.

From generational shifts to TikTok finance rabbit holes, and what really happens when advisors go quiet (spoiler: your clients start listening to Reddit, this episode delivers insight with humor, honesty, and just the right amount of sass.

Rebecca reminds us that communication isn’t just part of your strategy; it is your strategy—helping advisors stand tall like a lighthouse when the market gets foggy.

What to expect from this release:

  • How Gen Z, Millennials, Gen X, and Boomers want to be reached
  • Why silence breeds bad advice and how to stay visible
  • The “Every Day is Saturday” retirement moment
  • Line dancing, confession, and what casinos have to do with client trust
  • And more!

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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)

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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:

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SMART Strategies for a Year-End Review and 2024 Kickoff (Ep. 35)

SMART Strategies for a Year-End Review and 2024 Kickoff (Ep. 35)

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Advisors, are you ready to wrap up 2023 with an insightful year-end review and kick off 2024 with a SMART action plan?

In this episode of the 401(k) Marketing Podcast, Rebecca Hourihan shares ideas and suggestions for a productive year-end evaluation of your business.

Rebecca discusses:

  • The first step for a comprehensive year-end review
  • The importance of SMART goals (with examples for retirement plan advisors)
  • Actionable ideas to improve accountability and avoid running off-track
  • Why you should incorporate client feedback in your evaluation process
  • And more

Resources:

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Powerful Branding Strategies for 401(k) Advisors (Ep. 33)

Powerful Branding Strategies for 401(k) Advisors (Ep. 33)

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A consistent brand that resonates with clients translates into greater influence, business opportunities, and profitability. But how do you build one?

In this episode of the 401(k) Marketing Podcast, Rebecca Hourihan shares actionable strategies to build a strong brand presence in a competitive marketplace. She also talks about creating and implementing a long-term marketing strategy to scale your business.

Rebecca discusses:

  • What it takes to rise above the noise (on average, we’re exposed to 10,000 ads daily!)
  • How to align your personal and corporate brand with authenticity
  • Key elements of an effective marketing strategy 
  • Two questions to kickstart marketing strategy conversations in your firm (some of 401(k) Marketing’s secret sauce!)
  • Creating a 360-degree influence
  • And more

Resources:

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How to Write a Successful Marketing Strategy with Rebecca Hourihan and Sasha Cibrian (Ep. 17)

How to Write a Successful Marketing Strategy with Rebecca Hourihan and Sasha Cibrian (Ep. 17)

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When was the last time you took a step back to assess your business? Reviewing your brand, mission, goals and marketing initiatives will help know if you’re on (or off) track. 

In this podcast, we’re going to show you how to do a company assessment with your team. So you can write and formalize a Marketing Strategy to align your brand, mission, team and goals into a unified client service standard and build an action plan for business growth.

Rebecca and Sasha discuss:

  • What marketing strategy is and why 401(k) advisors need it
  • The 6 different stages of marketing strategy
  • How you can develop an action plan
  • Where to get started and what to tackle first
  • And more

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