Rebecca Hourihan
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...
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Explore tips & resources for business development, content marketing and digital campaigns.
Rebecca Hourihan
Sep 24 min
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
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
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
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
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
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
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
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
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...
Rebecca Hourihan
Dec 1, 20232 min
Charting Your 2024 Success
As 2023 ends, it's a great time to evaluate your current business goals and assess your progress. Did you hit your targets? Were there...
Rebecca Hourihan
Nov 1, 20233 min
Building a Strong 401(k) Pipeline
You play a crucial role in helping people secure their financial future. As the demand for retirement plan services grows, it becomes...
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