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:

• Retirement Plan Marketing Membership
• OnceHub (formerly ScheduleOnce)
• Calendly
• Cybersecurity Program Best Practices by the U.S. Department of Labor (DOL)

Connect with Rebecca Hourihan: 

• rebecca@401k-marketing.com 
• (619) 230 – 5464
• 401(k) Marketing 
• LinkedIn: Rebecca Hourihan
• LinkedIn: 401(k) Marketing
• Schedule a meeting with 401(k) Marketing

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