The 401(k) Marketing Podcast
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Latest Episodes
10 Years of Insights: Advisor Retirement Plan Marketing (Ep. 41)
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
How to Elevate Your Prospecting and Client Retention with Eric Ryles (Ep. 40)
Did you know that approximately 10-12% of plan sponsors actively shop their plan every year? Tune in to Rebecca Hourihans conversation with Eric Ryles, Vice President, of Customer Solutions at ALM Me
Revolutionizing Payroll Integration with Automation and APIs with Jeff Kayajanian (Ep. 39)
Are you tired of manual payroll processes eating up your time and resources? What if there was an efficient way to streamline payroll integration with your 401(k) recordkeeping? Learn how Payroll Inte
What I Learned From 3,000 Podcast Interviews with Matt Halloran of ProudMouth (Ep. 38)
As advisors continue to seek innovative ways to connect with their audience and establish trust, the challenge of standing out in a crowded market is ever-present. In this episode, Rebecca Hourihan sp
Fred Barstein Explores What If Plan Fees Go to Zero? (Ep. 37)
Can the convergence of wealth, retirement, and workplace benefits pressurize 401(k) plan fees to fall to zero? And are you prepared if it does? In this episode, Rebecca Hourihan speaks with Fred Barst
It’s All In the Details: Can Micro-Interactions Make or Break Trust? (Ep. 36)
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 encoun
SMART Strategies for a Year-End Review and 2024 Kickoff (Ep. 35)
Advisors, are you ready to wrap up 2023 with an insightful year-end review and kick off 2024 with a SMART action plan? In this episode of the 401(k) Marketing Podcast, Rebecca Hourihan shares ideas an
Elevating Advisor Standards Through CEFEX Certification with Carlos Panksep (Ep. 34)
In financial services, trust is paramount. Certification programs are a great way to strengthen your clients trust and stand out to plan sponsors! In this episode of the 401(k) Marketing Podcast, Mis
Powerful Branding Strategies for 401(k) Advisors (Ep. 33)
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,
How Financial Advice Preferences Have Changed Across Generations (Ep. 32)
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 o