Rebecca Hourihan

How good marketing intentions quietly fall apart and how to get back in rhythm.

Why Traditional Prospecting Isn’t Working and What to Do Instead

Many retirement plan advisory firms are facing a talent and succession challenge as Baby Boomers retire and younger professionals cycle through roles. This article outlines how firms can develop the next generation of advisors, retain top talent, and create continuity through intentional career paths, industry engagement, and proactive succession planning.