The 401(k) Marketing Podcast
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Latest Episodes
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
Simplified Reporting and RFX Solutions with Justin Witz (Ep. 31)
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
How Fiduciary Works Helps Advisors Work Smarter with Josh Itzoe, CFP®, AIF® (Ep. 30)
Weve 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, Rebe
Leveraging Social Media With Bruce Johnston (Ep. 29)
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, Re