Blog | 401(k) Marketing

Rebecca Hourihan

Oct 15, 20154 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,...

Rebecca Hourihan

Oct 8, 20151 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...

Rebecca Hourihan

Sep 10, 20153 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...

Rebecca Hourihan

Aug 6, 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...

Rebecca Hourihan

Jul 9, 20154 min read

How Do You Differentiate?

As a retirement plan professional, is it important to advertise? “A man wakes up in the morning after sleeping on an advertised bed, in...

Rebecca Hourihan

Jun 11, 20154 min read

What Are the Essential Tools You Need to Compete in Today’s 401(k) Marketplace?

ESSENTIAL TOOLS AND INFORMATION YOU NEED TO COMPETE IN TODAY’S 401(K) MARKETPLACE Back in the day, I was a young financial advisor. Like...

Rebecca Hourihan

May 14, 20155 min read

Is Your Retirement Plan Advisor a Professional or Just “Accommodating”?

According to Fidelity, 91% of advisors who offer retirement plans are merely “accommodating” the business as part of their other wealth...

Rebecca Hourihan

Apr 9, 20153 min read

Branding

Branding Basics Let’s take a minute to talk about the foundation of branding. There are a few key components that comprise the...