Tag: Retirement Planning
11. The Art Of Social Media with Sasha Cibrian & Emi Weiss

11. The Art Of Social Media with Sasha Cibrian & Emi Weiss

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Facebook, Instagram and Tiktok have become a platform for personal and professional use, but LinkedIn has become the primary platform for networking and career development

In this episode, Sasha Cibrian is joined by her colleague, Emi Weiss, to discuss the primary social media being used by advisors, LinkedIn. They discuss why financial advisors should focus on this platform and how they can optimize their profile in order to increase connections and potential prospects. Sasha and Emi also share marketing pro tips to doing so and increasing engagement within your current and future network. 

Sasha and Emi discuss:

  • Why professionals should focus on LinkedIn
  • What features financial advisors should use
  • Tips for initial and continued contact with connections
  • How to increase your engagement
  • And more!

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Episode 9: How to Develop and Nurture a 401(k) Prospecting List

Episode 9: How to Develop and Nurture a 401(k) Prospecting List

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Generating business is a struggle for many new retirement plan advisors. 

Where do you start? How do you prospect? How do you market?

In this episode, Rebecca Hourihan shares tips and tricks for creating a prospecting list and reveals how to use that list to generate business opportunities. She discusses hidden strategies and how turning LinkedIn connections into contacts can help you gain more clients.

Rebecca discusses:

  • How to create your prospect list
  • How to turn LinkedIn connections into a contact
  • Why you should scrub your list at the end of each year
  • Tips to extend your reach through social media
  • And more

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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:

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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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