Rebecca Hourihan

Steps can help pave a clear path for bolstering client confidence and laying the groundwork for fostering a lifelong client advocate. #advisors

Can the convergence of wealth, retirement, and workplace benefits pressurize 401k plan fees to fall to zero? And are you prepared if it does? #advisors

Did you hit your targets? Were there areas for improvement? And most importantly, what should you focus on in 2024? Let's take a closer look. #growth

You never get the chance to redo a first introduction, so make sure you can control as much of it as you can! #advisors #growth #trust

Trust is paramount. Certification programs are a great way to strengthen your client’s trust and stand out to plan sponsors! #advisors

Ideal clients are, it's essential to consider which of the four main generations they belong to: baby boomers, Gen X, millennials and Gen Z. #advisors

Consistent brand that resonates with clients translates into greater influence, business opportunities, and profitability. But how do you build one? #brand

To get started and off the tarmac, there are a few ground rules: know your prospects and give them a place to find you. #advisors #marketing

The evolution of financial advice preferences across different generations and why an advisor’s digital presence matters more now than ever. #advisor

The potential benefits and drawbacks of using AI technology to create content for financial advisors. #advisors #AI #content

Now is your chance to leverage new strategies, deliver relevant topics, refresh designs and write copy that can truly differentiate you! #advisors #content

The challenges that advisors face in their business, including visualizing their value and creating efficiency and repeatability in their practice.

We cover identifying ideal prospects by collecting data to optimizing effective outreach opportunities. #advisors #business

The importance of financial wellness when helping clients. He explains that it’s more than just math. #advisors #behaviors

Chat GPT and how it can be a useful tool for financial advisors and ways to use it effectively in your practice. #AI #advisors #tools

Sphere, an asset management company that offers a climate-friendly mutual fund and index option for retirement plans. #advisors

By identifying any friction points early on and resolving them quickly, you can develop your business faster. #sales #advisors

Here, Dr. Koochel explains what financial well-being is and how it can help individuals have a positive relationship with money. #money #wellbeing

Take the next step to invest (human or monetary) capital and pick the two right for you to successfully grow your business. #marketimg

As we wrap up the end of 2022 and look forward to 2023, what do you hope to accomplish? Growth? Profitability? Building a great team?

 As you implement your 2022 business plan, consider these 5 client retention strategies. #business #growth #advisors

We can’t always meet with our clients in person. So, the next best thing to connect in an easy and authentic way is through video. #communication

Marketing should never stop. It is the jet fuel propelling your business forward, bringing it farther and faster than ever before.

To grow your advisory firm, you need initiatives and strategies that can help you reach a broader clientele. #advisors #marketing

As an advisor, you may feel limited when it comes to ways that you can market yourself to your ideal client. What if you could change that? 

For every $1 invested in email marketing, there is a $42 return on investment. #email #marketing #contentmarketing

When marketing your business, it’s important to have a diverse strategy so you can reach as many of the right plan sponsors as possible.

As the internet and digital marketing continue to gain more and more speed, isn’t it time to stop waiting and jump in? #advisors

As we return to normal, be the first to wave to your clients and important relationships to get your connections back on track. 

The ‘big three’ most important market strategies for advisors to differentiate themselves online and make 2022 their best year yet.

Email marketing is becoming a must-have in an advisor’s marketing strategy. It can help you inform and educate clients and prospects

In life and in business, all we have is our reputation. It’s the glue that can either make or break us. #reputation #marketing #success

Why financial advisors should focus on LinkedIn and how they can optimize their profile in order to increase connections and potential prospects

Retirement plan professionals want to stay top of mind for clients and prospective clients. Efficient and strategic marketing is the key.

Generating business is a struggle for many new retirement plan advisors. Where do you start? How do you prospect? How do you market?

Planning for retirement is similar to an onion. Every time you learn a little bit more about it, you peel back another layer. #socialsecurity

Why it is important for advisors to find a marketing platform that you enjoy, along with how you can cultivate a niche retirement plan advisory practice.

Discover the importance of leveraging tools and data to create the best retirement plan for your clients. #retirement #financialadvisors

These questions should help you to effectively grow your business by converting more leads into satisfied clients. #401K

How can you pave your own path and stand out in a sea of professionals? #401k #retirement #planning #financialadvisor

The importance of acknowledging and understanding the sales model that works best for you in our digital world. #digitalmedia