Tag Archives: Marketing

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



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

Connect With Rebecca Hourihan and Sasha Cibrian

 


How To Improve Your Search Engine Optimization (Ep. 16)



Have you ever tried to search for a business or a person but can’t find anything about them?

More importantly, are you and your company easily discoverable on Google and search engines?

When plan sponsors look you up, it’s critical that you come up on the first page of google every time, or  you run the risk of losing business.

In this episode, Rebecca Hourihan is joined by Missy Schoedel to discuss the importance of search engine optimization (SEO) for you and your business.

Rebecca and Missy discuss:

  • What is search engine optimization (SEO) and how does it work?
  • Identifying your keywords for SEO and tools that can help
  • Why content marketing is critical for SEO
  • How social media and SEO are related
  • And more

Resources:

Connect With Rebecca Hourihan: 

 


Diversifying Your Marketing Strategy With Mike Kane (Ep. 15)



When marketing your business, it’s important to have a diverse strategy so you can reach as many of the right plan sponsors as possible.

In this episode, Rebecca Hourihan speaks with retirement plan advisor legend, Mike Kane of Plan Sponsor Consultants. Mike discusses the importance of advisors using a variety of marketing tactics in their business’ tool kit to reach the largest audience.

Mike discusses:

  • The evolution of Plan Sponsor Consultants marketing tactics over the years to get in front of prospective clients
  • The current marketing strategy Mike and his team use to win retirement plan business
  • The three topics plan sponsors are most interested in
  • Advice for financial advisors and ways they could implement marketing strategies into their practices
  • What the retirement plan industry might look like in 10 years
  • And more

Resources

Connect With Mike Kane:

Connect With Rebecca Hourihan: 

About Our Guest:

Michael Kane serves as Managing Director of Plan Sponsor Consultants. He is a member of Retirement Partners Group (RPG), a network of advisors associated with LPL Financial who are among the 401(k) plan distribution leaders in terms of number of retirement plan advisors, plans, participants and assets under advisement. He is also a member of GRP Advisor Alliance, an independent network of retirement plan focused advisors. GRP Advisor Alliance is not affiliated with or endorsed by LPL Financial. Mike is also a member of the prestigious national Retirement Advisor Council (RAC), where he serves on 2 committees. Mike also serves on various committees of the National Association of Plan Advisors (NAPA), a division of the American Retirement Association. Mike also serves on the Retirement Advisor Leadership Committee of LPL Retirement Partners. He is a member of the Centre For Fiduciary Excellence (CEFEX) and the Center for Fiduciary Studies.

Mike is an Accredited Investment Fiduciary Analyst (AIFA). AIFA’s have completed a rigorous specialized program on investment fiduciary standards of care at the Center for Fiduciary Studies, in association with the University of Pittsburgh Joseph M. Katz Graduate School of Business. He also is a Certified Plan Fiduciary Advisor through the National Association of Plan Advisors.

 


Creating Quality Design for Your 401(k) Business With Missy Schoedel (Ep 14)



Good design is more than meets the eye. It impacts the way people feel about your company and its potential long-term success. So, it’s crucial for modern advisors to invest in thoughtful branding that tells your authentic story.

Branding, website design and content lay the foundation for your client experience and should come together to convey your firm’s story in a way that engages your target market.

In this episode, Rebecca Hourihan and Missy Schoedel discuss how quality design can improve your business. They outline the necessary elements 401(k) advisors need and highlight how 401(k) Marketing helps their clients find their authentic brand.

Rebecca and Missy discuss:

  • The foundational elements you need for marketing your business
  • Why quality design is necessary to convey your brand’s story
  • The most important components to creating website longevity
  • How 401(k) Marketing can help you design your brand
  • And more

Resources:

Connect With Missy Schoedel:

Connect With Rebecca Hourihan: 

About Our Guest:

Missy Schoedel joined the 401(k) Marketing team in January of 2015 and as the company’s first employee, has been an integral part of growing the firm to where it is today. Armed with a passion to nurture and connect, she has helped many top advisors craft their unique value propositions, develop strong brand identities and create meaningful connections through a variety of marketing mediums. She brings fresh ideas, a deep understanding of the retirement industry and a curiosity that drives her to explore new ways to enhance client relationships.

 


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: 


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