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Rebecca Hourihan
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...
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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...
Rebecca Hourihan
- 3 min
Do Your Email Campaigns Suffer from Stranger Danger?
Have you ever received an email from an unknown sender? Did you open it? If you did, what enticed you to ignore the potential risk and...
Rebecca Hourihan
- 4 min
How TPAs, Advisors and Service Providers Can Leverage Cycle 3 to Increase Business
There are several wildly popular biennial and quadrennial events like solar eclipses, the Olympics, Leap Years and Election years when...
Rebecca Hourihan
- 5 min
Top 10 Marketing Trends for TPAs in 2022
As we turn the page on another roller coaster year, a lot has changed, yet the resiliency of people has remained strong. We have thought...
Rebecca Hourihan
- 4 min
Why Do Advisors Need Digital Marketing?
As a kid, do you remember jumping rope? Two kids would be twirling the rope and would say, “Jump in!” And if you were like most kids, a...
Rebecca Hourihan
- 3 min
Be the First to Wave
Not many people wave, but everyone waves back. As we return to normal, be the first to wave to your clients and important relationships...
Rebecca Hourihan
- 4 min
How to Create a 401(k) Prospecting List
In any successful marketing campaign, the first step is identifying your target market. By understanding your target audience, you can...
Rebecca Hourihan
- 3 min
Unspoken Benefits of a Quality Reputation
In life and in business, all we have is our reputation. It’s the glue that can either make or break us. By understanding how you can...
Rebecca Hourihan
- 3 min
The Backwards RFP
Client experience is at the core of every successful business, and retirement plan advisors have the tough job of serving both plan...
Rebecca Hourihan
- 4 min
Why Quality Follow Up Can Be More Important Than New Introductions
How many sales are won on the first meeting? Not many, right? As an advisor, you put in the work to earn new business, and that could...