Rebecca HourihanApr 15 minWitnessing the Plan Advisor Journey of Continuity and ChangeThere's something sad, sweet, and savory about reaching significant milestones. They serve as a reflective mirror, allowing us to pause...
Rebecca HourihanMar 14 minWhat it Takes to Create an Exceptional Onboarding Experience for Your New 401(k) ClientsWhen was the last time you met with a prospect and their fiduciary files were flawless? You know, meticulously labeled file folders,...
Rebecca HourihanFeb 13 minReviving Client Appreciation GiftsRecently, I found myself in an engaging conversation with a long-standing client. They reminisced about the good old days when they used...
Rebecca HourihanJan 35 minNavigating 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 HourihanDec 1, 20232 minCharting Your 2024 SuccessAs 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 HourihanNov 1, 20233 minBuilding a Strong 401(k) PipelineYou play a crucial role in helping people secure their financial future. As the demand for retirement plan services grows, it becomes...
Rebecca HourihanOct 2, 20232 min10 Ways for Retirement Plan Advisers to Find New ClientsFun marketing ideas to grow your business effectively As a retirement plan advisor, it's important to continuously seek out new 401(k)...
Rebecca HourihanSep 5, 20233 min401(k) Business Growth: Understanding Generational ShiftsEffective communication is key for growing your 401(k) business. And if you can believe it, not everyone has the same communication...
Rebecca HourihanAug 1, 20233 minPick Your Own Business Development Adventure Are you an experienced 401(k) advisor looking for new ways to grow your business? If so, there are several strategies you can use to...