Rebecca Hourihan
Mapping Out the Data and Outreach Stages of 401(k) Prospecting
Successful 401(k) prospecting is about recognizing opportunities and knowing how to advance each stage of the sales relationship. In this...
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Explore tips & resources for business development, content marketing and digital campaigns.
Rebecca Hourihan
- 3 min
9 Steps to Creating a Video Announcement
The first step is always the scariest. As a new mom watching my daughter explore our world, it opened my eyes to the struggle of newness....
Rebecca Hourihan
- 4 min
Exploring the Benefits and Challenges of ChatGPT and Other AI-Generated Content
AI-generated content is becoming an increasingly popular talking point among financial advisors as a means of creating engaging, targeted...
Rebecca Hourihan
- 4 min
DIY Business Plan: Make Your 401(k) Practice More Effective & Profitable
Are you looking for ways to make your business more effective and profitable? If so, you're in luck. In this article, we’ve provided...
Rebecca Hourihan
- 4 min
All About Email Marketing Strategies for 401(k) Advisors
In our ever-connected digital world, email is an essential part of conducting business. Whether you are communicating with clients,...
Rebecca Hourihan
- 1 min
Support Your 401(k) Business and Make a Real Difference
Who supports our industry? If you do, keep reading. Committees, bills, laws, legislations, rules, and regulations only move when there is...
Rebecca Hourihan
- 3 min
7 Quick Tips to Increase Your Online Visibility
If you’re not first, then you’re last. Follow these 7 quick tips to increase your search ranking and digital visibility. Help your...
Rebecca Hourihan
- 3 min
Why Does Good Marketing Require Time, Talent and/or Money?
By Rebecca Hourihan AIF, PPC Marketing is essential for any business to grow, but it can be tricky figuring out what works and what...
Rebecca Hourihan
- 4 min
7 Easy Ways to Reduce Friction in the Sales Process
Friction is anything that causes your 401(k) prospects to pause. Hesitate. Stop. Their uncertainty is triggered by doubt. By identifying...
Rebecca Hourihan
- 5 min
Are Your 401(k) Clients at Risk? 5 Client Retention Strategies
By Rebecca Hourihan AIF, PPC Nearly 1 out of 2 plan sponsors is actively looking for a new advisor.[1] It’s been said that it costs 7x...
Rebecca Hourihan
- 4 min
How Your 401(k) Business Can Go Farther and Reach New Destinations
Vroom, whoosh, whir. It takes a lot of thrust to get an airplane off the ground. But once lifted and at cruising altitude, it can...
Rebecca Hourihan
- 5 min
How 401(k) Advisors Can Level Up with Advanced Marketing
Marketing is a crucial part of any business, but it can be difficult to select the best strategies. Luckily, there are many ways that...
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