Rebecca Hourihan
3 Hidden Benefits of Holiday Greetings for Your Business
“The best way to spread Christmas cheer is singing loud for all to hear.” – Elf As the lights twinkle and the air fills with festive...
top of page
%20Marketing_Logo_2022_white.png){kind=logo}
Explore tips & resources for business development, content marketing and digital campaigns.
Rebecca Hourihan
Nov 15 min read
Top 10 Lead Producing Campaigns for 401(k) Advisors in 2025
By Rebecca Hourihan AIF, PPC With new competitors and a rapidly changing labor market, it's crucial to stay ahead of the game with...
Rebecca Hourihan
Oct 93 min read
Lessons Learning and Insights Gained for Staying Ahead of the Marketing Curve
How often do marketing trends change? Well, luckily it isn't as frequent as my toddler's mood, but it’s close! The retirement plan...
Rebecca Hourihan
Sep 24 min read
Enhancing Client Engagement and Scalability Within Your Retirement Plan Business
This article is part of a 3 part series. Read Part 1 and Part 2 . Days 61-90+ | Part 3 of 3 As a retirement plan adviser, the journey to...
Rebecca Hourihan
Aug 45 min read
7 Steps to Master Your Follow-Up Process
Mastering the art of follow-up is essential for building strong client relationships and expanding your business.
Rebecca Hourihan
Jul 16 min read
Adapting Your 401(k) Practice with AI and Digital Innovation
A blueprint for enhancing your 401(k) advisory business through strategic practice management and business development
Rebecca Hourihan
Jun 14 min read
Elevate Your 401(k) Client Experience
Transitioning into days 31-60, the journey evolves into delivering on plan services and educating employees.
Rebecca Hourihan
May 14 min read
7 Super Practical Ideas to Enhance Your Business
Advisors often talk about pipeline fluctuations—periods of booming activity, then busts. "I was so busy I didn't have time to prospect....
Rebecca Hourihan
Apr 15 min read
Witnessing the Plan Advisor Journey of Continuity and Change
There's something sad, sweet, and savory about reaching significant milestones. They serve as a reflective mirror, allowing us to pause...
Rebecca Hourihan
Mar 14 min read
What it Takes to Create an Exceptional Onboarding Experience for Your New 401(k) Clients
When was the last time you met with a prospect and their fiduciary files were flawless? You know, meticulously labeled file folders,...
Rebecca Hourihan
Feb 13 min read
Reviving Client Appreciation Gifts
Recently, I found myself in an engaging conversation with a long-standing client. They reminisced about the good old days when they used...
Rebecca Hourihan
Jan 35 min read
Navigating Digital Business Development Strategies
Understanding the digital landscape and how to leverage it for business development has become a critical skill for 401(k) advisors. This...
bottom of page