To grow your advisory firm, you need initiatives and strategies that can help you reach a broader clientele. In this episode, Sasha Cibrian shares her knowledge on how to design the necessary activiti

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

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 youre on (or off) track. In this podcast, were

Have you ever tried to search for a business or a person but cant find anything about them? More importantly, are you and your company easily discoverable on Google and search engines? When plan spon

When marketing your business, its 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 a

Good design is more than meets the eye. It impacts the way people feel about your company and its potential long-term success. So, its crucial for modern advisors to invest in thoughtful branding tha

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

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 y

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 Cibri

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 m