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 encounter with a local attorney, which highlighted the profound impact of seemingly minor details during a first meeting. The episode explores key lessons for advisors to build and maintain client trust.

Rebecca discusses:

• How micro-interactions can make or break the trust of a client or prospect
  
• Incremental adjustments to improve your onboarding process
  
• The escalating need for robust cybersecurity measures
  
• Her views on regaining trust after a mistake
  
• And more
  

Resources:

• Retirement Plan Marketing Membership
  
• OnceHub (formerly ScheduleOnce)
  
• Calendly
  
• Cybersecurity Program Best Practices by the U.S. Department of Labor (DOL)
  

Connect with Rebecca Hourihan: 

• rebecca@401k-marketing.com 
  
• (619) 230 – 5464
  
• 401(k) Marketing 
  
• LinkedIn: Rebecca Hourihan
  
• LinkedIn: 401(k) Marketing
  
• Schedule a meeting with 401(k) Marketing