The 401(k) Marketing Podcast

The 401(k) Marketing Podcast with Rebecca Hourihan from 401(k) Marketing will help you become the go-to expert in your community. Rebecca and her team share their ideas and resources to help you professionalize your firm, demonstrate your authority, and

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Recent Episodes

It’s All In the Details: Can Micro-Interactions Make or Break Trust? (Ep. 36)

Posted December 13, 202300:18:39

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...

SMART Strategies for a Year-End Review and 2024 Kickoff (Ep. 35)

Posted November 16, 202300:19:33

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...

Elevating Advisor Standards Through CEFEX Certification with Carlos Panksep (Ep. 34)

Posted October 16, 202300:23:22

In financial services, trust is paramount. Certification programs are a great way to strengthen your client’s trust and stand out to plan sponsors!

In...

Powerful Branding Strategies for 401(k) Advisors (Ep. 33)

Posted September 15, 202300:21:32

A consistent brand that resonates with clients translates into greater influence, business opportunities, and profitability. But how do you build one?

In...

How Financial Advice Preferences Have Changed Across Generations (Ep. 32)

Posted August 15, 202300:22:48

The way people seek financial advice and consume information has changed tremendously. Are you keeping up?

In this episode of the 401(k) Marketing...