Why 401k Marketing Gives You Something to Talk About
Two friendly 401k advisors walk into a conference room, and the conversation goes: “How’s business?” asks Bill. “Steady, what’s new with you?” Paul replies. “Glad you asked, we recently launched a new...
View Article10 Tips for a Great Animated 401k Video
More and more savvy professionals are turning to video for quick snippets of information. Whether it’s a who’s-who for a political election to a training video on Excel pivot tables to 401k fiduciary...
View Article3 Easy 401k Marketing Strategies Too Often Overlooked
Modern-day work schedules are hectic. Between emails, calendar coordination and marketing campaigns, it can be challenging to stay on top of everything. To help make life (and referrals) easier, here...
View ArticleQUIZ: 10 Questions to Self-Evaluate Your 401k Marketing
How well do you do? Are your efforts paying off? Take this 10-question quiz to reveal your retirement plan marketing score: Does your company have a logo? 5 points. 0 points. Does your company have a...
View ArticleThe ‘Point’ of 401k Financial Wellness? Connecting the Dots
Have you ever looked at a Monet painting up close? Like really close? When you do, you’ll see tiny dots, or points of color. As your eyes narrow in on the brushstrokes, they will look arbitrary. Red...
View Article5 Reasons 401k Advisors Should Use Google Alerts
Have you done something newsworthy? Are your events garnering local media? Has your blog article gone viral? By setting up a (free) Google alerts, you can learn about your digital footprint....
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401(k) Business Growth: Understanding Generational Shifts
Rebecca Hourihan Effective communication is key for growing your 401(k) business. And if you can believe it, not everyone has the same communication preferences. Each generation likes to receive and...
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Reviving Client Appreciation Gifts
Rebecca Hourihan Recently, I found myself in an engaging conversation with a long-standing client. They reminisced about the good old days when they used to distribute simple, branded white cotton...
View Article7 Super Practical Ideas to Enhance Your Retirement Business
In her latest 401(k) Client Connection column, retirement marketing expert Rebecca Hourihan shares tips that can transform your business and drive growth
View ArticleLessons Learned, Insights Gained for Staying Ahead of the Marketing Curve
In her latest 401(k) Client Connection column, Rebecca Hourihan tackles advanced marketing tactics, reflecting on what’s worked and a deeper dive into micro changes that have a major impact
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