The 401(k) Marketing Podcast

In financial services, trust is paramount. Certification programs are a great way to strengthen your client’s trust and stand out to plan sponsors! In this episode of the 401(k) Marketing Podcast, Missy Schoedel speaks with Carlos Panksep, Vice President at Broadridge and General Manager at the Centre for Fiduciary Excellence (CEFEX). They highlight the benefits of CEFEX certification for retireme...

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...

The way people seek financial advice and consume information has changed tremendously. Are you keeping up? In this episode of the 401(k) Marketing Podcast, Rebecca Hourihan talks about the evolution of financial advice preferences across different generations — and why an advisor’s digital presence matters more now than ever. Rebecca discusses: The generational divide in financial advice preferenc...

Are you struggling to keep up with the ever-changing landscape of the retirement plan industry? In this episode of the 401(k) Marketing Podcast, Rebecca Hourihan interviews Justin Witz, co-founder of PlanTools, LLC and Catapult HQ, Inc. Justin shares his insights on where the 401(k) industry is headed and how technology can help advisors stay ahead of the curve. Justin Witz discusses: The importan...

We’ve all heard it a thousand times: Work smarter, not harder. Discover how to work smarter and become a hero to your clients with FiduciaryWor(k)s. In this episode of the 401k Marketing Podcast, Rebecca Hourihan interviews Josh Itzoe, CFP®, AIF®, founder of FiduciaryWor(k)s and former co-founder of Greenspring Advisors. Josh discusses the challenges that advisors face in their business, including...

Engagement, Updates and Education! Three really compelling tips for success on LinkedIn!!  How often are you active on LinkedIn? When was the last time you posted to your network?  In this episode, Rebecca Hourihan welcomes social media guru, Bruce Johnston of Two Dogs Social, to the podcast to talk about why social media has a growing impact on lead generation. He shares how you can leverage your...

Financial success and failures can both boil down to one thing: financial wellness. In this episode, Rebecca Hourihan welcomes Peter Dunn a.k.a Pete the Planner ® on the podcast to share with listeners the importance of financial wellness when helping clients. He explains that it’s more than just math and how sometimes, behaviors have just as much impact.  Peter discusses: Why he created You...

In recent years, you’ve probably heard about how Artificial Intelligence (AI) is taking over different industries – but it can’t fully replace human intelligence… can it? In this episode, Rebecca Hourihan shares some of the exciting benefits and cautionary challenges of using AI-produced content. She talks about Chat GPT and how it can be a useful tool for financial advisors and ways to use it eff...

In this episode, we speak with Alex Wright-Gladstein, the founder of Sphere, an asset management company that offers a climate-friendly mutual fund and index option for retirement plans. She shares her journey of discovering the lack of sustainable investment options in 2017 and her mission to provide a low-fee, planet-voting alternative to the traditional S&P 500. Alex discusses: The holistic...

Have you ever spent time with a prospective client only to find out after you’ve sunken who knows how much time with,  that they’re not a good fit? In this episode, Rebecca Hourihan invites Rob Cook of The Elements Financial Monitoring System to share how their technology can help solve this very common problem faced by financial advisors by implementing a system and a process in place...

Creating financial peace of mind is a lifelong goal. As a result, finding innovative ways to talk about money in the workplace is crucial because there has been a wave of employee resignations across many industries due to financial stress.  In this episode, Rebecca Hourihan sits down with Dr. Emily Koochel, Senior Financial Planning Education Consultant at eMoney Advisor. Dr. Koochel is an experi...

As we wrap up the end of 2022 and look forward to 2023, what do you hope to accomplish? Growth? Profitability? Building a great team? In this episode, Rebecca Hourihan breaks down three goals that many retirement plan advisors share and then she provides helpful tips and strategies to bring each one to fruition.  Rebecca discusses: The marketing funnel and the ways you can make the most of each st...

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 Advic...

How do you define success? In our industry, some consider themselves successful if they’ve made a difference in people’s lives and served their communities. In this episode, Rebecca Hourihan is joined by Brian Adcock, President of Adcock Financial Group, to share his keys to success and making customers happy.  We talk about how he got started in the 401(k) side of things, the story of how Brian g...

What makes a conference stand out to you? Is it the agenda? The keynote speakers? Making meaningful connections? Or maybe the refreshments and food? Attendees often feel like they have to abandon one for the other. In this episode, Rebecca Hourihan has Ross Marino, CFP®, CeFT®, Financial Planner, Social Entrepreneur, Author, CEO, and Founder of Transitus Wealth Partners and Advisor2X on the podcas...

To grow your advisory firm, you need initiatives and strategies that can help you reach a broader clientele. In this episode, Sasha Cibrian shares her knowledge on how to design the necessary activities to expand your firm. She covers topics like client acquisition, retention, reputation, brand awareness and why having niche retirement plan content enhances your trust. Additionally, she provides u...

As an advisor, you may feel limited when it comes to ways that you can market yourself to your ideal client. What if you could change that?  In this episode, Rebecca Hourihan shares with listeners the top three newest trends she sees in the ways financial advisors are marketing themselves. While she discusses what is working right now, she also covers past trends and future outlooks.  Rebecca disc...

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 st...

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 discu...

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 dis...

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...

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...

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...

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 optim...

All retirement plan professionals want to stay top of mind for clients and prospective clients. Efficient and strategic marketing is key to making this a reality. In this episode, 401(k) Marketing’s marketing manager, Sasha Cibrian, discusses how to market yourself and your company efficiently and effectively. She shares tips for marketing automation and tools you can use to increase your presence...