Rebecca Hourihan

Sometimes the thing you think is helping your business is actually holding it back. Learn how one small discovery in the kitchen became a lesson on marketing awareness and how a few focused changes can reignite growth.

Advisors are rarely short on ideas. The real challenge is turning those ideas into campaigns that actually launch, connect, and deliver results. In this post, we share a practical 5-step process designed for 401(k) advisors that makes it easier to organize, assign, implement, deliver, and track your marketing initiatives

When it comes to growth, many advisors default to “driving”, cold calling, manual outreach, and busywork that feels productive but rarely scales. Others have embraced “flying,” leveraging automation, digital tools, and content systems to reach more plan sponsors in less time. In this post, we explore what it really means to drive versus fly, how today’s talent shortage makes efficiency critical, and why building a funnel mindset may be the key to sustainable growth