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Explore tips & resources for business development, content marketing and digital campaigns.


401k Advisors: Marketing Works in a Squiggly Line
Let’s say you post on social media, a prospect sees your post and clicks over to your website. Then they read your biography and a...
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Rebecca Hourihan
Apr 7, 20163 min read


3 Ways To Differentiate Yourself In The Fiduciary Rule Regime
ATTENTION 401(k) PLAN ADVISORS: With the finalization of the conflict of interest rule, you just lost a major competitive advantage, “I’m...
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Rebecca Hourihan
Apr 7, 20163 min read


401k Advisors: Should Marketing Come Out of My Pocket?
Some years ago, you had the bold idea to step out on your own as a retirement plan advisor: to forge your own destiny! At that point, all...
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Rebecca Hourihan
Mar 10, 20164 min read


Is your website important?
Is your website important? A TPA office once told me, “We have two store fronts. The first one is here, and we have a receptionist,...
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Rebecca Hourihan
Mar 10, 20163 min read


3 Brand Building Ideas
What Do You Need to Compete in Today’s TPA Marketplace? Below are three marketing ideas to professionalize your TPA firm. These branding...
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Rebecca Hourihan
Feb 11, 20163 min read


401(k) Speed Dating with Rebecca Hourihan
The 401(k) Study Group invited us to speak about prospecting and marketing. We decided to have some fun and turned the discussion into a...
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Rebecca Hourihan
Jan 7, 20161 min read


Is your TPA marketing ready for 2016?
Oh, the glorious holidays. Did anyone else eat too much? Drink too much? And, have a great holiday season? Well, now it’s time to...
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Rebecca Hourihan
Dec 10, 20152 min read


Your 90 Day Marketing Calendar
Click for your retirement plan specific 90 day marketing calendar. Hope you enjoy! Thanks for reading and Happy Marketing! About 401(k)...
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Rebecca Hourihan
Nov 12, 20151 min read


Is marketing an expense or an investment?
First, a special thank you to Chuck Hammond for asking this question on Koffee Talk. If you would like to listen to the mini-podcast,...
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Rebecca Hourihan
Oct 15, 20154 min read


Is Marketing an Expense or an Investment?
Check out our interview with The 401(k) Study Group where we discuss whether Marketing is an expense or an investment. Listen Now! Is...
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Rebecca Hourihan
Oct 8, 20151 min read


Breaking Up (with your retirement plan advisor) is Hard to Do
Why do we stay in bad relationships? Whether it’s your spouse, a friend, an old car, or your financial advisor, we hold on to the...
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Rebecca Hourihan
Sep 10, 20153 min read


Would You See a Podiatrist for a Heart Attack?
A hundred years ago, if you were ill, you went to the town doctor. That physician would see patients with all types of...
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Rebecca Hourihan
Aug 6, 20153 min read
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