Rebecca HourihanFeb 10, 20223 minBe the First to WaveNot many people wave, but everyone waves back. As we return to normal, be the first to wave to your clients and important relationships...
Rebecca HourihanJan 6, 20224 minHow to Create a 401(k) Prospecting ListIn any successful marketing campaign, the first step is identifying your target market. By understanding your target audience, you can...
Rebecca HourihanNov 11, 20213 minThe Backwards RFPClient experience is at the core of every successful business, and retirement plan advisors have the tough job of serving both plan...
Rebecca HourihanOct 7, 20214 minWhy Quality Follow Up Can Be More Important Than New IntroductionsHow 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...
Rebecca HourihanAug 5, 20214 minHow to Calculate Your ROI on MarketingThere’s an old saying, “50% of marketing works. The trouble is, I don’t know which 50%.” Let’s unpack that and learn about your true...
Rebecca HourihanDec 10, 20206 minBreaking Down Your Sales ProcessTraditional schools of thought claim that the sales process begins when the prospect first gets introduced to a solution, but do you...