The 401(k) Marketing Podcast: Recent Episodes
Rebecca Hourihan
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 rise above your competition!
Rebecca Hourihan shares seven practical suggestions designed to smooth out your prospecting pipeline and drive consistent growth for your business. Rebecca discusses innovative ways to enhance communication with AI tools, emphasizes the importance of high-quality design in your marketing materials, and offers invaluable tips for maintaining meaningful connections with prospects and clients.
Rebecca touches on:
- Transitioning from audio to video to stay current in a Zoom-forward world
- Utilizing AI tools to craft engaging and effective follow-up emails
- Updating marketing materials to make a strong visual impression
- Proactively setting meetings with detailed agendas to ensure efficiency
- And more
Connect With Rebecca Hourihan:
- rebecca@401k-marketing.com
- (619) 230 – 5464
- 401(k) Marketing
- LinkedIn: Rebecca Hourihan
- LinkedIn: 401(k) Marketing
- Facebook: 401(k) Marketing
- YouTube: 401(k) Marketing
- Schedule a meeting with 401(k) Marketing
In this episode, Rebecca is honored to welcome Nevin Adams, a legendary figure in the retirement planning industry. With a career spanning nearly five decades, Nevin has played a pivotal role in shaping the landscape of retirement plans. His wealth of experience and knowledge is undeniable as he shares his insights and future projections.
Dive into the transformative impact of target date funds, the advent of automatic enrollment, and the challenges with retirement income solutions as Rebecca and Nevin discuss:
- How target date funds have simplified the investment process for 401(k) participants
- Why automatic enrollment could change significantly increase participation rates
- Challenges and missed opportunities regarding retirement income
- Forecasted growth and changes in the 401(k) industry by 2030.
- And more
Resources:
- American Retirement Association (ARA)
- Nevin & Fred podcast
Connect With Nevin Adams:
- LinkedIn: Nevin Adams
Connect With Rebecca Hourihan:
- rebecca@401k-marketing.com
- (619) 230 – 5464
- 401(k) Marketing
- LinkedIn: Rebecca Hourihan
- LinkedIn: 401(k) Marketing
- Facebook: 401(k) Marketing
- YouTube: 401(k) Marketing
- Schedule a meeting with 401(k) Marketing
About Our Guest:
Now “retired” (whatever that means), Nevin is the former Chief Content Officer and Head of Retirement Research for the American Retirement Association. One of the retirement industry’s most prolific writers, these days he’s “retired”, which means he writes less but continues to keep his eye on developments in, and threats to, the nation’s private retirement system. In addition to helping guide the agenda development for the NAPA 401(k) Summit, he’s also the “Nevin” in the Nevin & Fred podcast (along with renowned ERISA attorney Fred Reish), offering irreverent, but relevant perspectives on the critical issues confronting plan sponsors, advisors, and retirement industry professionals.
Rebecca Hourihan reflects on a decade of retirement plan marketing. She emphasizes the challenges of change, the evolution of marketing strategies from cold calling to leveraging social media, and the necessity of maintaining a visible and professional online presence. Rebecca also touches on the importance of creating tailored content, and discusses the critical role of effective communication, highlighting the need to provide relevant and timely information without overwhelming the audience.
This episode is packed with insights and best practices for anyone looking to enhance their expertise and authority in the retirement plan community.
Key takeaways include:
- The inception of 401(k) Marketing and the significance of tailored messaging for plan sponsors and participants
- The role of clear and honest communication in building trust and avoiding surprises
- The necessity of adapting to changing marketing trends and leveraging social media for greater visibility
- Insights into the ongoing convergence of wealth management and retirement plans
- And more
Connect With Rebecca Hourihan:
- rebecca@401k-marketing.com
- (619) 230 – 5464
- 401(k) Marketing
- LinkedIn: Rebecca Hourihan
- LinkedIn: 401(k) Marketing
- Schedule a meeting with 401(k) Marketing
Did you know that approximately 10-12% of plan sponsors actively shop their plan every year?
Tune in to Rebecca Hourihan’s conversation with Eric Ryles, Vice President, of Customer Solutions at ALM Media, LLC (parent company of Judy Diamond Associates). They explore ways to improve prospecting and enhance client retention, as well as telltale signs a plan sponsor might be at risk of leaving.
Eric and Rebecca discuss:
- How advisors can utilize the Form 5500 data to gain actionable insights
- Crucial metrics that may signal a plan’s performance
- The importance of benchmarking (and the role of Judy Diamond Associates 2023 Annual 401(k) Benchmark Report)
- Eric’s guidance to advisors looking to differentiate from their competitors
- And more
Resources:
- Retirement Plan Marketing Membership
- 2023 Annual 401(k) Benchmark Report
Connect with Eric Ryles:
- Eryles@alm.com
- LinkedIn: Eric Ryles
- Judy Diamond Associates
Connect with Rebecca Hourihan:
- rebecca@401k-marketing.com
- (619) 230 – 5464
- 401(k) Marketing
- LinkedIn: Rebecca Hourihan
- LinkedIn: 401(k) Marketing
- Schedule a meeting with 401(k) Marketing
Are you tired of manual payroll processes eating up your time and resources? What if there was an efficient way to streamline payroll integration with your 401(k) recordkeeping?
Learn how Payroll Integrations connects you to leading payroll systems and automates data transfer through APIs. Rebecca Hourihan and guest Jeff Kayajanian, principal and chief revenue officer at Payroll Integrations, have an insightful conversation about the revolution of retirement plan management.
Jeff and Rebecca discuss:
- The importance of 360 integration in the retirement plan industry
- Costs and benefits of API integration for employers in a fee-sensitive world
- Payroll Integration’s partnerships with record keepers and TPAs
- The future of integrated benefits solutions and simplified participant experiences
- And more
Resources:
- Retirement Plan Marketing Membership
- ADP
- Paychex
Connect with Jeff Kayajanian:
- LinkedIn: Jeff Kayajanian
- Payroll Integrations
Connect with Rebecca Hourihan:
- rebecca@401k-marketing.com
- (619) 230 – 5464
- 401(k) Marketing
- LinkedIn: Rebecca Hourihan
- LinkedIn: 401(k) Marketing
- Schedule a meeting with 401(k) Marketing
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 speaks with Matt Halloran, co-founder of ProudMouth, about the power of podcasting to rise above the noise and establish yourself as the go-to expert. Whether it’s starting a new podcast or honing your interviewing skills as a host, they cover it all.
Matt and Rebecca discuss:
- What Matt has learned from conducting nearly 3,000 podcast interviews
- Five questions you can ask someone to earn trust and credibility almost immediately
- Sneak peek into Matt’s upcoming book, “Shut the F Up and Listen: How to Solve All of the World’s Problems”
- What separates the most successful advisors from the rest
- And more
Resources:
- Retirement Plan Marketing Membership
- Top Advisor Marketing Podcast
Connect with Matt Halloran:
- Sales@proudmouth.com
- ProudMouth
- LinkedIn: Matt Halloran
- X (Twitter): Matt Halloran
Connect with Rebecca Hourihan:
- rebecca@401k-marketing.com
- (619) 230 – 5464
- 401(k) Marketing
- LinkedIn: Rebecca Hourihan
- LinkedIn: 401(k) Marketing
- Schedule a meeting with 401(k) Marketing
About Our Guest:
Matt Halloran is a co-founder of ProudMouth, the world’s leading influence accelerator for financial advisors. An in-demand speaker, he’s appeared on over 1,000 podcasts. As well, Matt is the host of ProudMouth’s Top Advisor Marketing Podcast, where he and industry leaders empower advisors to become trusted, recognized authorities. Matt is the author of “The Social Media Handbook for Financial Advisors,” the first social media book for financial services.
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 Barstein, the founder & CEO of The Plan Sponsor University (TPSU), The Retirement Advisor University (TRAU), and 401kTV and they discuss an alternative universe where 401(k) fees no longer exist.
Fred and Rebecca discuss:
- Major factors contributing to the convergence of wealth and retirement
- Challenges and opportunities arising from such convergence
- What happens when recordkeepers work directly with participants and, possibly, compete with advisors
- The potential impact of blockchain technology in revolutionizing the industry
- How fee compression may affect new entrants
- And more
Resources:
- Retirement Plan Marketing Membership
- Can 401(k) Plan Fees Fall to Zero?
- “The Innovator’s Dilemma: When New Technologies Cause Great Firms to Fail” by Clayton M. Christensen
Connect with Fred Barstein:
- LinkedIn: Fred Barstein
- 401kTV
- The Plan Sponsor University (TPSU)
- The Retirement Advisor University (TRAU)
Connect with Rebecca Hourihan:
- rebecca@401k-marketing.com
- (619) 230 – 5464
- 401(k) Marketing
- LinkedIn: Rebecca Hourihan
- LinkedIn: 401(k) Marketing
- Schedule a meeting with 401(k) Marketing
About Our Guest:
Fred Barstein is the Founder and CEO of The Retirement Advisor University (TRAU), a collaboration with UCLA Anderson School of Management Executive Education, and The Plan Sponsor University (TPSU). Founded in 2010, TRAU has quickly become the industry’s leading training and designation program for focused Defined Contribution (DC) advisors and professionals dedicated to helping them build a sound and sustainable practice while improving plan outcomes for clients. TPSU trains and certifies employers managing their retirement plans leveraging a standardized curriculum and highly qualified local advisors to deliver on-site programs. In addition, Fred is the Founder of NAPA Net, the Daily newsletter, and NAPA Net – The Magazine, all part of the National Association of Plan Advisors (NAPA) for which he serves as an Industry Ambassador.
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 encounter with a local attorney, which highlighted the profound impact of seemingly minor details during a first meeting. The episode explores key lessons for advisors to build and maintain client trust.
Rebecca discusses:
- How micro-interactions can make or break the trust of a client or prospect
- Incremental adjustments to improve your onboarding process
- The escalating need for robust cybersecurity measures
- Her views on regaining trust after a mistake
- And more
Resources:
- Retirement Plan Marketing Membership
- OnceHub (formerly ScheduleOnce)
- Calendly
- Cybersecurity Program Best Practices by the U.S. Department of Labor (DOL)
Connect with Rebecca Hourihan:
- rebecca@401k-marketing.com
- (619) 230 – 5464
- 401(k) Marketing
- LinkedIn: Rebecca Hourihan
- LinkedIn: 401(k) Marketing
- Schedule a meeting with 401(k) Marketing
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 and suggestions for a productive year-end evaluation of your business.
Rebecca discusses:
- The first step for a comprehensive year-end review
- The importance of SMART goals (with examples for retirement plan advisors)
- Actionable ideas to improve accountability and avoid running off-track
- Why you should incorporate client feedback in your evaluation process
- And more
Resources:
- Retirement Plan Marketing Membership
Connect With Rebecca Hourihan:
- rebecca@401k-marketing.com
- (619) 230 – 5464
- 401(k) Marketing
- LinkedIn: Rebecca Hourihan
- LinkedIn: 401(k) Marketing
- Schedule a meeting with 401(k) Marketing
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 this episode of the 401(k) Marketing Podcast, Missy Schoedel speaks with Carlos Panksep, Vice President at Broadridge and General Manager at the Centre for Fiduciary Excellence (CEFEX). They highlight the benefits of CEFEX certification for retirement plan advisors.
Carlos Panksep discusses:
- The significance of getting certified
- CEFEX’s rigorous assessment process (and how it helps improve the internal processes in your practice)
- How to effectively incorporate your certification into your marketing
- CEFEX’s new DOL cybersecurity verification
- And more
Resources:
- Fi360
- U.S. Department of Labor: Cybersecurity Program Best Practices
Connect With Carlos Panksep:
- Centre for Fiduciary Excellence (CEFEX)
- Broadridge
- LinkedIn: Carlos Panksep
Connect With Missy Schoedel:
- missy@401k-marketing.com
- (619) 230 – 5464
- 401(k) Marketing
- LinkedIn: Missy Schoedel
- LinkedIn: 401(k) Marketing
- Schedule a meeting with 401(k) Marketing
About Our Guest:
Carlos Panksep is VP, CEFEX at Broadridge Financial Solutions. He is responsible for operations for CEFEX’s global assessment and certification programs, including a network of analysts. Carlos ensures the integrity of the CEFEX brand and the adherence to the principles of the international standard for performing certification assessments: ISO/IEC 17021.
Carlos is from QMI, a division of the Canadian Standards Association, where he was responsible for Corporate Operations, including registration, certification, continual improvement, information technology and international operations. Carlos brings to CEFEX the management skills required to run an independent third-party registration program, similar in design to ISO 9001. This includes the assurance of audit quality control, audit consistency, customer satisfaction monitoring and information transparency.
Carlos also has over 20 years of high-tech management experience. He held senior product management, sales and marketing positions at Bell Canada, Canada’s largest telecommunications company. He has also managed a very small high-tech start-up during the dot-com boom. Carlos has a Bachelor of Science in Engineering from the University of Waterloo in Ontario, Canada. He is active in sports, music, and photography. He lives in Toronto, is married and has 2 sons.
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, Rebecca Hourihan shares actionable strategies to build a strong brand presence in a competitive marketplace. She also talks about creating and implementing a long-term marketing strategy to scale your business.
Rebecca discusses:
- What it takes to rise above the noise (on average, we’re exposed to 10,000 ads daily!)
- How to align your personal and corporate brand with authenticity
- Key elements of an effective marketing strategy
- Two questions to kickstart marketing strategy conversations in your firm (some of 401(k) Marketing’s secret sauce!)
- Creating a 360-degree influence
- And more
Resources:
- How Fiduciary Works Helps Advisors Work Smarter with Josh Itzoe, CFP®, AIF® (Ep. 30)
Connect With Rebecca Hourihan:
- rebecca@401k-marketing.com
- (619) 230 – 5464
- 401(k) Marketing
- LinkedIn: Rebecca Hourihan
- LinkedIn: 401(k) Marketing
- Schedule a meeting with 401(k) Marketing
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 of financial advice preferences across different generations — and why an advisor’s digital presence matters more now than ever.
Rebecca discusses:
- The generational divide in financial advice preferences
- How the 401(k) industry can collectively tackle misinformation online
- Why it’s crucial to maintain an “up-to-date” online presence
- The current state of payroll integration in 401(k) plans (and where we are headed)
- And more
Resources:
- Mastering Your Money: The Importance of Financial Wellness in Today’s World with Peter Dunn aka Pete the Planner (Ep. 28)
- Your Money Line
- Enrich
- Intellicents
- SmartDollar
Connect With Rebecca Hourihan:
- rebecca@401k-marketing.com
- (619) 230 – 5464
- 401(k) Marketing
- LinkedIn: Rebecca Hourihan
- LinkedIn: 401(k) Marketing
- Schedule a meeting with 401(k) Marketing
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 PlanTools, LLC and Catapult HQ, Inc. Justin shares his insights on where the 401(k) industry is headed and how technology can help advisors stay ahead … Continue reading Simplified Reporting and RFX Solutions with Justin Witz (Ep. 31) →
We’ve 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, Rebecca Hourihan interviews Josh Itzoe, CFP®, AIF®, founder of FiduciaryWor(k)s and former co-founder of Greenspring Advisors. Josh discusses the challenges that advisors … Continue reading How Fiduciary Works Helps Advisors Work Smarter with Josh Itzoe, CFP®, AIF® (Ep. 30) →
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, Rebecca Hourihan welcomes social media guru, Bruce Johnston of Two Dogs Social, to the podcast to talk about why social media has a growing impact on lead generation. He shares how you can leverage your LinkedIn to grow your client base.
Bruce discusses:
- How advisors can use LinkedIn for prospecting
- Why you should ALWAYS check your inbox
- Who the “Power Users” of LinkedIn really are
- Social media strategies that can help grow your network
- And more
Connect With Bruce Johnston:
- Bruce@TwoDogsSocial.com
- (610) 772-3553
- Two Dogs Social
- LinkedIn: D. Bruce Johnston
Connect With Rebecca Hourihan:
- rebecca@401k-marketing.com
- (619) 230 – 5464
- 401(k) Marketing
- LinkedIn: Rebecca Hourihan
- LinkedIn: 401(k) Marketing
- Schedule a meeting with 401(k) Marketing
About Our Guest:
Recognizing the impact social media would have on Financial Advisors and RIAs, Bruce has spent the past 14 years perfecting how they can compliantly leverage LinkedIn, Facebook, Twitter, and now Instagram, to acquire and retain clients.
Traveling extensively in the field, Bruce has educated over 20,000 financial services professionals on the power of LinkedIn and other social media platforms as efficient brand-building, retention, and acquisition platforms.
Additionally, in his role as Social Media Advisor to Two Dogs Social, Bruce has witnessed first-hand how they work closely with Financial Advisors to provide the strategy, planning, management, execution, and training for LinkedIn, Facebook, and Twitter. The Two Dogs Social Team can assist Financial Advisors and businesses of all types in creating an effective social media strategy or fine-tuning and taking their current strategy to the next level. Their main focus is to help business owners develop strategies that allow them to acquire and retain clients.
Bruce’s ability for “early trend recognition” was instrumental in being recognized as Institutional Investor’s Fund Marketer of the Year.
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 the importance of financial wellness when helping clients. He explains that it’s more than just math and how sometimes, behaviors have just as much impact.
Peter discusses:
- Why he created Your Money Line and how it helped thousands of Americans
- The direct correlation between behavior and retirement outcomes
- How advisors can better serve their clients when financial wellness is taken into account
- Who is accountable for an employee’s ability to retire
- And more
Connect With Peter Dunn:
- LinkedIn: Peter Dunn
- Website: Your Money Line
- Demo: https://www.yourmoneyline.com/demo
Connect With Rebecca Hourihan:
- rebecca@401k-marketing.com
- (619) 230 – 5464
- 401(k) Marketing
- LinkedIn: Rebecca Hourihan
- LinkedIn: 401(k) Marketing
- Schedule a meeting with 401(k) Marketing
About Our Guest:
Peter Dunn a.k.a. Pete the Planner® is an award-winning comedian and an award-winning financial mind. He’s a USA TODAY columnist and the author of ten books, six of which were featured in a nationwide launch at Barnes & Noble stores in January of 2015. He is the host of the popular radio show The Pete the Planner Show on 93 WIBC FM and is a columnist for the Indy Star. Pete has appeared regularly on CNN Headline News, Fox News, Fox Business as well as numerous nationally syndicated radio programs. Pete is regularly considered one of the top four national financial broadcasters in the nation.
In recent years, you’ve probably heard about how Artificial Intelligence (AI) is taking over different industries – but it can’t fully replace human intelligence… can it?
In this episode, Rebecca Hourihan shares some of the exciting benefits and cautionary challenges of using AI-produced content. She talks about Chat GPT and how it can be a useful tool for financial advisors and ways to use it effectively in your practice.
Rebecca discusses:
- The ways AI has been revolutionizing business
- How large language models work
- A story about why large language models are never the most reliable source
- Why certain professions are uncertain about this new development in technology
- How Chat GPT and other AI models could be used to improve communication between 401(k) advisors and their clients
- And more
Resources:
- Chat GPT
Connect With Rebecca Hourihan:
- rebecca@401k-marketing.com
- (619) 230 – 5464
- 401(k) Marketing
- LinkedIn: Rebecca Hourihan
- LinkedIn: 401(k) Marketing
- Schedule a meeting with 401(k) Marketing
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 her journey of discovering the lack of sustainable investment options in 2017 and her mission to provide a low-fee, planet-voting alternative to the traditional S&P 500.
Alex discusses:
- The holistic approach to corporate governance and retirement plans
- Where the $1.5 trillion invested in the fossil fuel industry from 401(k)s are going
- The risk of climate change is not just an advisor opportunity but a global mission
- How young people are driving progress through initiatives like the Green New Deal
- What her company Sphere is doing as a climate-friendly alternative to the S&P 500
- And more
Resources:
- Sphere
Connect With Alex Wright-Gladstein :
- hello@oursphere.org
- LinkedIn: Alex Wright-Gladstein
Connect With Rebecca Hourihan:
- rebecca@401k-marketing.com
- (619) 230 – 5464
- 401(k) Marketing
- LinkedIn: Rebecca Hourihan
- LinkedIn: 401(k) Marketing
- Schedule a meeting with 401(k) Marketing
About Alex Wright-Gladstein:
Alex Wright-Gladstein is the founder and CEO of Sphere. Over 80% of Americans are worried about climate change, but 99% of Americans with retirement savings don’t have the option to make climate-friendly investments. Sphere makes climate-friendly investing available to those who would not otherwise have that option, by making it easy to offer climate-friendly options in 401(k) retirement plans. Prior to founding Sphere, Alex was founding CEO of Ayar Labs, an MIT technology spinout company that has raised over $200M in venture funding and makes data centers and supercomputers faster and more energy efficient by using light to move data between chips. She has also been the energy entrepreneurship practice leader at MIT and an energy efficiency program manager and energy markets specialist at smart grid company EnerNOC (now Enel X). She received an MBA from MIT and a BA in Political Science and Economics from Tufts University.
Have you ever spent time with a prospective client only to find out after you’ve sunken who knows how much time with, that they’re not a good fit?
In this episode, Rebecca Hourihan invites Rob Cook of The Elements Financial Monitoring System to share how their technology can help solve this very common problem faced by financial advisors by implementing a system and a process in place that would enable them to provide planning at scale.
Rob discusses:
- How the Elements® software solution came to be created
- The problems commonly faced by financial advisors and how their product remedies these issues
- Why enegagement and adaptation is so important for financial advisors to implement
- Why Elements® chose to do mobile first user experience
- And more
Connect With Rob:
- LinkedIn: Rob Cook
- GetElements.com
- Email: rob.cook@getelements.com
- Book a Demo
Connect With Rebecca Hourihan:
- rebecca@401k-marketing.com
- (619) 230 – 5464
- 401(k) Marketing
- LinkedIn: Rebecca Hourihan
- LinkedIn: 401(k) Marketing
- Schedule a meeting with 401(k) Marketing
About Rob Cook:
Podcasting, personal finance, college sports, and family are Rob’s passions.
Rob is a CPA, CFP®, and former finanical advisor. By night he runs and operates his personal business, Contenders Wanted, and by day he is an account executive and shareholder of a FinTech company (Elements®) that’s trying to change the way advisors serve their clients so they can provide advice anyone, and so more people can get access to high quality financial advice and create wealth. Then by night I am the host of the Contenders Wanted podcast and use Elements® to serve our audience.
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 many industries due to financial stress.
In this episode, Rebecca Hourihan sits down with Dr. Emily Koochel, Senior Financial Planning Education Consultant at eMoney Advisor. Dr. Koochel is an experienced financial professional, academic and researcher. Prior to FinTech, she served as an assistant professor where she taught courses in personal financial planning and working in the financial planning field.
Here, Dr. Koochel explains what financial well-being is and how it can help individuals have a positive relationship with money.
Dr. Koochel discusses:
- Why she transitioned from academia to the eMoney team
- The concept of financial wellness and how it benefits employees, businesses, and retirement plan advisors
- The high importance of financial education
- What does eMoney do to help financial advisors
- And more!
Resources:
- Heart of Advice – Blog
Connect With Dr. Emily Koochel:
- LinkedIn: Dr. Emily Koochel
- eMoney Advisor – Website
- LinkedIn: eMoney Advisor
Connect With Rebecca Hourihan:
- rebecca@401k-marketing.com
- (619) 230 – 5464
- 401(k) Marketing
- LinkedIn: Rebecca Hourihan
- LinkedIn: 401(k) Marketing
- Schedule a meeting with 401(k) Marketing
About Our Guest:
Dr. Emily Koochel is an experienced financial professional, academic, and researcher. She currently serves as a leader for eMoney Advisor’s Financial Education and Wellness initiatives in her role as the Senior Financial Planning Education Consultant.
Dr. Koochel’s PhD in Applied Family Science and Master’s in Financial Planning provide a multidisciplinary lens to inform her work where she focuses on understanding the effect of financial behaviors and financial decision-making on personal and financial wellness. She serves as a subject matter expert in the field, reviewing and authoring peer-reviewed journal articles, book chapters, and contributing to public scholarship.
Most notably she served as a co-author for the CFP Board’s book The Psychology of Financial Planning and was awarded 2020 Outstanding Research Journal Article of the Year by the Association for Financial Counseling and Planning Education. She holds the Certified Financial Therapist I designation and is an Accredited Financial Counselor.
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 many retirement plan advisors share and then she provides helpful tips and strategies to bring each one to fruition. Rebecca … Continue reading 3 Goal Setting Strategies of 401(k) Advisors and How to Achieve Them (Ep. 23) →
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, it’s that we can’t always meet with our clients in person. So, the next best thing to connect in an easy and authentic way is … Continue reading How Leveraging Video Can Help Grow Your 401(k) Practice With Katie Braden (Ep. 22) →
How do you define success? In our industry, some consider themselves successful if they’ve made a difference in people’s lives and served their communities. In this episode, Rebecca Hourihan is joined by Brian Adcock, President of Adcock Financial Group, to share his keys to success and making customers happy. We talk about how he got … Continue reading Secrets of a Successful 401(k) Business with Brian Adcock (Ep. 21) →
What makes a conference stand out to you? Is it the agenda? The keynote speakers? Making meaningful connections? Or maybe the refreshments and food? Attendees often feel like they have to abandon one for the other. In this episode, Rebecca Hourihan has Ross Marino, CFP®, CeFT®, Financial Planner, Social Entrepreneur, Author, CEO, and Founder of … Continue reading How Conferences Are Evolving for a Better Experience with Ross Marino, CFP®, CeFT® (Ep. 20) →
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 activities to expand your firm. She covers topics like client acquisition, retention, reputation, brand awareness and why having niche retirement plan content enhances … Continue reading Business Development Strategies for 401(k) Advisors with Sasha Cibrian (Ep. 19) →
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 top three newest trends she sees in the ways financial advisors are marketing themselves. While she discusses what is … Continue reading Three Marketing Trends Every Financial Advisor Should Follow (Ep. 18) →
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 you’re on (or off) track. In this podcast, we’re going to show you how to do a company assessment with your team. So you can write and formalize a … Continue reading How to Write a Successful Marketing Strategy with Rebecca Hourihan and Sasha Cibrian (Ep. 17) →
Have you ever tried to search for a business or a person but can’t find anything about them? More importantly, are you and your company easily discoverable on Google and search engines? When plan sponsors look you up, it’s critical that you come up on the first page of google every time, or you run … Continue reading How To Improve Your Search Engine Optimization (Ep. 16) →
When marketing your business, it’s 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 advisor legend, Mike Kane of Plan Sponsor Consultants. Mike discusses the importance of advisors using a variety of marketing tactics in their … Continue reading Diversifying Your Marketing Strategy With Mike Kane (Ep. 15) →
Good design is more than meets the eye. It impacts the way people feel about your company and its potential long-term success. So, it’s crucial for modern advisors to invest in thoughtful branding that tells your authentic story. Branding, website design and content lay the foundation for your client experience and should come together to … Continue reading Creating Quality Design for Your 401(k) Business With Missy Schoedel (Ep 14) →
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 three’ most important market strategies for advisors to differentiate themselves online and make 2022 their best year yet. Sasha and Rebecca … Continue reading 6 Marketing Strategies to Be Successful in 2022 Rebecca Hourihan and Sasha Cibrian (Ep 13) →
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 you have an email marketing strategy today, you’ll need one in 2022. In this episode, Sasha Cibrian shares 401(k) Marketing’s best strategies … Continue reading 12. Creating Your Email Marketing Strategy →
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 Cibrian is joined by her colleague, Emi Weiss, to discuss the primary social media being used by advisors, LinkedIn. They discuss why financial advisors should focus … Continue reading 11. The Art Of Social Media with Sasha Cibrian & Emi Weiss →
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 marketing manager, Sasha Cibrian, discusses how to market yourself and your company efficiently and effectively. She shares tips for marketing automation and tools you … Continue reading 10. Marketing Secret Weapons →
Generating business is a struggle for many new retirement plan advisors. Where do you start? How do you prospect? How do you market? In this episode, Rebecca Hourihan shares tips and tricks for creating a prospecting list and reveals how to use that list to generate business opportunities. She discusses hidden strategies and how turning … Continue reading Episode 9: How to Develop and Nurture a 401(k) Prospecting List →
Planning for retirement is similar to an onion. Every time you learn a little bit more about it, you peel back another layer. In this episode, Rebecca Hourihan talks with Marcia Mantell, an author and blogger, and the owner of Mantell Retirement Consulting. Marcia has nearly 30 years of experience working with retirement planning strategies, … Continue reading Episode 8: Peeling Back the Onion of Social Security and Retirement Income Planning With Special Guest Marcia Mantell →
What happens when two enthusiastic marketers get together? They geek out about marketing! This episode dives into why it is important for advisors to find a marketing platform that you enjoy, along with how you can cultivate a niche retirement plan advisory practice. Join us to learn about how Jake Rushton got his start, grew … Continue reading Episode 7: Taking the Road Less Travelled With the 401(k)lub – with Jake Rushton →
Tune in to learn why NOW is the time for guaranteed income within 401(k) plans. The April 401(k) Marketing Podcast is a lively discussion on how financial advisors can reimagine – using a new and simple solution to help plan participants access income for life. This edition features a very special guest and fiduciary expert … Continue reading Episode 6: Creating Income for Life with Income America™ 5ForLife — with Matthew Wolniewicz →
Having the right tool can turn a good retirement plan into a great one. In this episode, Sasha Cibrian is joined by Micheal Magnan and Joseph Caprara from PlanPro. Micheal and Joe share their story of PlanPro, from the “aha moment” to how it has evolved today. Discover the importance of leveraging tools and data … Continue reading Episode 5: Prospecting for Retirement Plans – with Micheal Magnan and Joseph Caprara →
How can you pave your own path and stand out in a sea of professionals? Find out in this episode, as Rebecca Hourihan is joined by The Wagner Law Group’s Thomas Clark. Tom shares the critical marketing lessons he’s learned throughout his career and shares advice for creating impactful marketing strategies that will help you … Continue reading Episode 4: Make Your Own Luck as a Retirement Plan Professional — With Thomas Clark, JD, LLM →
Is it time to reevaluate your sales process? In this episode, Rebecca Hourihan talks about the importance of acknowledging and understanding the sales model that works best for you in our digital world. She shares the pros and cons of the traditional sales model, and discusses the opportunities of growth and success when embracing a … Continue reading Episode 3: How Has Your Digital Sales Model Evolved for Success →
Have you considered how marketing can help boost your company? In this episode, Rebecca shares tips and tricks to how you can use various marketing strategies to help boost interactions with your customers and prospects. In this episode, join us as we discuss: How You Can Generate a List of Prospects Key Tips to Using … Continue reading Episode 2: Marketing – The Key to Your Success →
Welcome to The 401(k) Marketing Podcast! In this inaugural episode, meet your host, Rebecca Hourihan. Rebecca shares how she began her career in financial services and breaks down the unique service 401(k) Marketing provides to help financial professionals stand out from the crowd. In this episode, you will learn: How 401(k) Marketing helps advisors earn … Continue reading Episode 1: Meet Your Host, Rebecca Hourihan of 401(k) Marketing →