The 401(k) Marketing Podcast

Latest Episodes
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
Mastering Your Money: The Importance of Financial Wellness in Today’s World with Peter Dunn aka Pete the Planner (Ep. 28)
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
Artificial Intelligence Opportunities and Challenges for 401(k) Advisors (Ep. 27)
In recent years, youve probably heard about how Artificial Intelligence (AI) is taking over different industries but it cant fully replace human intelligence can it? In this episode, Rebecca Hour
The Rise of Climate-Friendly 401(k) Investment Options with Alex Wright-Gladstein (Ep. 26)
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 he
Color Coding Financial Planning to Create an Understandable Client Experience With Rob Cook (Ep. 25)
Have you ever spent time with a prospective client only to find out after youve sunken who knows how much time with, that theyre not a good fit? In this episode, Rebecca Hourihan invites Rob Cook o
How Advisors Can Use Technology to Improve Financial Knowledge in the Workplace with Emily Koochel, Ph.D., AFC®, CFT-I™ (Ep. 24)
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
3 Goal Setting Strategies of 401(k) Advisors and How to Achieve Them (Ep. 23)
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 man
How Leveraging Video Can Help Grow Your 401(k) Practice With Katie Braden (Ep. 22)
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, its that we cant always meet with our clien
Secrets of a Successful 401(k) Business with Brian Adcock (Ep. 21)
How do you define success? In our industry, some consider themselves successful if theyve made a difference in peoples lives and served their communities. In this episode, Rebecca Hourihan is joined