The 401(k) Marketing Podcast

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 … Continue reading Three Marketing Trends Every Financial Advisor Should Follow (Ep. 18) →

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

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 … Continue reading How To Improve Your Search Engine Optimization (Ep. 16) →

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 … Continue reading Diversifying Your Marketing Strategy With Mike Kane (Ep. 15) →

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 … Continue reading Creating Quality Design for Your 401(k) Business With Missy Schoedel (Ep 14) →

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 … Continue reading 6 Marketing Strategies to Be Successful in 2022 Rebecca Hourihan and Sasha Cibrian (Ep 13) →

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 … Continue reading 12. Creating Your Email Marketing Strategy →

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 … Continue reading 11. The Art Of Social Media with Sasha Cibrian & Emi Weiss →

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 … Continue reading 10. Marketing Secret Weapons →

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 … Continue reading Episode 9: How to Develop and Nurture a 401(k) Prospecting List →

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, … Continue reading Episode 8: Peeling Back the Onion of Social Security and Retirement Income Planning With Special Guest Marcia Mantell →

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

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 … Continue reading Episode 6: Creating Income for Life with Income America™ 5ForLife — with Matthew Wolniewicz →

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 … Continue reading Episode 5: Prospecting for Retirement Plans – with Micheal Magnan and Joseph Caprara →

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

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 … Continue reading Episode 3: How Has Your Digital Sales Model Evolved for Success →

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 … Continue reading Episode 2: Marketing – The Key to Your Success →

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 … Continue reading Episode 1: Meet Your Host, Rebecca Hourihan of 401(k) Marketing →