Tag: Rebecca Hourihan
10 Years of Insights: Advisor Retirement Plan Marketing (Ep. 41)

10 Years of Insights: Advisor Retirement Plan Marketing (Ep. 41)

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Rebecca Hourihan reflects on a decade of retirement plan marketing. She emphasizes the challenges of change, the evolution of marketing strategies from cold calling to leveraging social media, and the necessity of maintaining a visible and professional online presence. Rebecca also touches on the importance of creating tailored content, and discusses the critical role of effective communication, highlighting the need to provide relevant and timely information without overwhelming the audience. 

This episode is packed with insights and best practices for anyone looking to enhance their expertise and authority in the retirement plan community.

Key takeaways include:

  • The inception of 401(k) Marketing and the significance of tailored messaging for plan sponsors and participants
  • The role of clear and honest communication in building trust and avoiding surprises
  • The necessity of adapting to changing marketing trends and leveraging social media for greater visibility
  • Insights into the ongoing convergence of wealth management and retirement plans
  • And more

Connect With Rebecca Hourihan: 

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How Leveraging Video Can Help Grow Your 401(k) Practice With Katie Braden (Ep. 22)

How Leveraging Video Can Help Grow Your 401(k) Practice With Katie Braden (Ep. 22)

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In the aftermath of the pandemic, we are seeing a rise in video content – from Zoom calls to social media.

If the last five years have taught us anything, it’s that we can’t always meet with our clients in person. So, the next best thing to connect in an easy and authentic way is through video. 

In this episode, Rebecca Hourihan has guest Katie Braden, CFP®, founder of Innovating Advice, on the podcast to discuss the power of video and ways you can use it to your advantage.

Katie discusses:

  • How video has evolved in the last 10 years
  • Simple ways to get started with quality video 
  • The different tools you can use to bring your video content up a notch
  • Why the video approach can be better than using traditional media
  • And more

Resources:

Connect With Katie Braden:

Connect With Rebecca Hourihan: 

About Our Guest:

After 16 years in the profession, Katie Braden, CFP® has combined her passions and expertise to focus on helping financial advisors leverage video to grow their businesses through her company, Innovating Advice. She runs the 3-month Video Creation Masterclass, video workshops and the Innovating Advice Community (IAC) which provides all the tools, support and resources financial advisors need to embrace the power of video.

Katie obtained a degree in photography from RMIT University in Melbourne, Australia before returning to the U.S. and joining her mother’s RIA. She left in 2013 to start one of the first completely virtual, subscription-model financial planning businesses and then pivoted to working, speaking and consulting with financial planners in 35 countries, encouraging them to innovate in all areas. Katie is also a Private Pilot and loves the freedom of the skies, whether flying herself or traveling around the world with her husband, who’s a professional pilot.



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Episode 8: Peeling Back the Onion of Social Security and Retirement Income Planning With Special Guest Marcia Mantell

Episode 8: Peeling Back the Onion of Social Security and Retirement Income Planning With Special Guest Marcia Mantell

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Planning for retirement is similar to an onion. Every time you learn a little bit more about it, you peel back another layer.

In this episode, Rebecca Hourihan talks with Marcia Mantell, an author and blogger, and the owner of Mantell Retirement Consulting. Marcia has nearly 30 years of experience working with retirement planning strategies, and today, she shares the nitty gritty specifics of Social Security and Medicare. Tune in to hear her funny stories that will help educate employers, employees and financial advisors as they support their clients towards their golden years!

Marcia discusses:

  • Marcia’s journey into the retirement education and planning business
  • Which tools help successfully educate individuals
  • How she helps address unique one-on-one situations 
  • Stories from her years of experience
  • And more

Resources:

Connect With Marcia Mantell:

Connect With Rebecca Hourihan: 

About Our Guest:

Marcia Mantell: For nearly 30 years, Marcia Mantell has helped de-mystify retirement planning concepts for top financial services firms and pre-retirees. Marcia writes extensively as a guest columnist, runs her company Mantell Retirement Consulting and is considered an expert in Social Security and Medicare. 

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Episode 7
Episode 7: Taking the Road Less Travelled With the 401(k)lub – with Jake Rushton

Episode 7: Taking the Road Less Travelled With the 401(k)lub – with Jake Rushton

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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

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Episode 6: Creating Income for Life with Income America™ 5ForLife — with Matthew Wolniewicz

Episode 6: Creating Income for Life with Income America™ 5ForLife — with Matthew Wolniewicz

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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

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Episode 5: Prospecting for Retirement Plans – with Micheal Magnan and Joseph Caprara

Episode 5: Prospecting for Retirement Plans – with Micheal Magnan and Joseph Caprara

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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 Magnan ❘ Joseph Caprara |  PlanPro

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Episode 4: Make Your Own Luck as a Retirement Plan Professional — With Thomas Clark, JD, LLM

Episode 4: Make Your Own Luck as a Retirement Plan Professional — With Thomas Clark, JD, LLM

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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

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Episode 3: How Has Your Digital Sales Model Evolved for Success

Episode 3: How Has Your Digital Sales Model Evolved for Success

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Is it time to reevaluate your sales process?

In this episode, Rebecca Hourihan talks about the importance of acknowledging and understanding the sales model that works best for you in our digital world. She shares the pros and cons of the traditional sales model, and discusses the opportunities of growth and success when embracing a step forward into digital technology.

In this episode:

  • How to start your approach to digital marketing
  • Ways to create interesting and unique marketing content for virtual prospecting
  • How to convert online interest into your next lead or prospect
  • Ways to maximize your voice with new technology
  • And more!

Tune in now to discover techniques to transform your traditional sales model to the future of digital marketing strategies

Resources: 401(k) Marketing | Email | Rebecca Hourihan  

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Episode 2: Marketing – The Key to Your Success

Episode 2: Marketing – The Key to Your Success

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Have you considered how marketing can help boost your company? 

In this episode, Rebecca shares tips and tricks to how you can use various marketing strategies to help boost interactions with your customers and prospects. 

In this episode, join us as we discuss:

  • How You Can Generate a List of Prospects 
  • Key Tips to Using Email Marketing for Your Company
  • Whether Direct Mail Marketing Is Still Effective
  • What is SEO and How Do You Use It?
  • How your Website Is Your Number One Salesman
  • And more!

Tune in now to learn about how you can implement Rebecca’s tips and tricks to help your company stand out! 

Resources: 401(k) Marketing | Email | Rebecca Hourihan

 

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Episode 1: Meet Your Host, Rebecca Hourihan of 401(k) Marketing

Episode 1: Meet Your Host, Rebecca Hourihan of 401(k) Marketing

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Welcome to The 401(k) Marketing Podcast! 

In this inaugural episode, meet your host, Rebecca Hourihan. Rebecca shares how she began her career in financial services and breaks down the unique service 401(k) Marketing provides to help financial professionals stand out from the crowd. 

In this episode, you will learn:

  • How 401(k) Marketing helps advisors earn more 401(k) business
  • What it’s like working with 401(k) Marketing
  • Rebecca’s idea of success and her unique marketing philosophy
  • The advice Rebecca gives most often
  • And more!

Tune in now to meet Rebecca Hourihan and to learn what she has in store for you with the 401(k) Marketing Podcast! 

Resources: 401(k) Marketing | Email | Rebecca Hourihan

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