The 401(k) Marketing Podcast

Latest Episodes
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
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