The 401(k) Marketing Podcast
by Rebecca Hourihan
The 401(k) Marketing Podcast with Rebecca Hourihan from 401(k) Marketing will help you become the go-to expert in your community. Rebecca and her team share their ideas and resources to help you professionalize your firm, demonstrate your authority, and rise above your competition! Heller Wealth Management is now part of Savant Wealth Management. Savant is a Registered Investment Advisor. This content is provided for informational and educational purposes only and should not be construed as personalized investment advice. Effective March 31, 2026, Heller Wealth Management joined Savant Wealth Management (“Savant”). A copy of Savant’s current written disclosure Brochure discussing our advisory services and fees is available at www.savantwealth.com/disclosure-brochures/
Episodes
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Can Plan Sponsors Find You in AI Search? The Future of Retirement Plan Marketing (Ep. 60)
Retirement plan marketing keeps changing, and AI is adding another layer for advisors already trying to keep up with search, social media, email, and video. How can you embrace what’s next without losing the human relationships that build trust? In this final official episode of The 401(k)…
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Why Your Marketing Is Quietly Costing You Clients (Ep. 59)
Things can feel steady until they slowly start slipping without warning. What if the biggest risk to your growth isn’t what you’re doing, but what you’ve stopped doing? In this episode, Rebecca Hourihan breaks down how marketing momentum works using a powerful airplane analogy. She explains why...
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How Advisors Can Stay Relevant in a Changing World with Patrick Delaney (Ep. 58)
Everything around advisors is moving fast, and Patrik Delaney has spent twenty-five years watching the industry shift under their feet. In this conversation, he and Rebecca dig into what is driving those changes, why traditional education is no longer enough, and how the most successful advisors...
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Winning the Visibility War with Video Marketing with Laura Garfield (Ep. 57)
Standing out online has never been harder. With endless content competing for attention, how do you make sure your voice is the one people remember? In this episode, Rebecca Hourihan welcomes back Laura Garfield, Founder of Idea Decanter, to talk about the growing “visibility war” and why video…
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Why Awareness Beats Confidence in Conversations (Ep. 56)
Confidence alone won’t make you a better communicator. What if the key to connecting with others lies in understanding them first? How do you shift from speaking at people to truly engaging with them? What role does listening play in building trust and deepening relationships? In this episode,...
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How to Engage Boomers to Gen Z (Ep. 55)
Some conversations hit closer to home, especially when your guest is your mom. In this refreshingly candid episode, Rebecca Hourihan sits down with her mother for a conversation that moves from garden centers and white minivans to the heart of what it means to lead with confidence in uncertain...
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How Advisors Can Win More, Retain More, and Work Smarter with Randy Fuss (Ep. 54)
Most retirement plan advisors spend their days working in their practice, reacting to client emails, putting out fires, and chasing deadlines. But what if you carved out just 2 hours a month to work on your practice instead? In this high-energy episode, Randy Fuss of Fuss Success Builders joins...
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How to Become a Micro-Influencer in the Retirement Space (Ep. 53)
Becoming the go-to expert in your niche isn’t just for influencers; it’s for retirement plan advisors, too. In this episode of the 401(k) Marketing Podcast, Rebecca Hourihan shares how advisors can become micro-influencers through education, storytelling, and strategic content. From quick videos…
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The Silent Goldmine: How Tech, Tax Credits & Mandates Are Disrupting Small Business Retirement Plans (Ep. 52)
What makes startup 401(k) plans the new frontier for retirement savings? Join Rebecca Hourihan as she sits down with Kevin Spaeth from PenChecks to explore the modern twists redefining 401(k) plans. They delve into the impact of auto-enrollment and escalation, the role of safe-harbor rules,...
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Unlocking Retirement Policy Insights with Will Hansen (Ep. 51)
As the retirement landscape continues to evolve, understanding how new legislation and emerging technologies impact employers and employees is more important than ever. In this episode, Rebecca chats with Will Hansen, Executive Director of the Plan Sponsor Council of America, to discuss the…
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Transforming Retirement Savings with Auto Portability (Ep. 50)
What if your 401(k) followed you from job to job as effortlessly as your favorite playlist? Join host Rebecca Hourihan as she sits down with industry experts Spencer Williams and Neal Ringquist from the Retirement Clearinghouse to explore this game-changing innovation. Discover how the…
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5 Powerful Techniques to Stand Out on Social Media (Ep. 49)
Join Rebecca Hourihan in this engaging episode of the 401(k) Marketing Podcast as she shares insightful strategies to elevate your 401(k) advisory practice from good to great. Explore Rebecca’s five dynamic techniques to stand out on social media, boost your engagement, and solidify your presence...
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The Power of AI for Retirement Planning Professionals with Spencer X. Smith (Ep. 48)
Are you keeping up with the AI wave in the financial services industry? Rebecca Hourihan chats with Spencer X. Smith from AmpliPhi Digital about the transformative power of AI in the retirement plan industry. Get ready to explore how AI has quickly evolved from a niche technology to an everyday...
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Unlocking the Potential of Your 401k Business with Mike DiCenso (Ep. 47)
Rebecca Hourihan sits down with Mike DiCenso, a renowned expert in institutional retirement plans, wealth management, and fintech innovation. Discover Mike’s profound insights on tackling modern challenges in the retirement plan advisory space and how to leverage them for success. Mike discusses:...
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5 Strategies to Boost Your Business Value with Brandon Helms (Ep.46)
In this episode, we talk with Brandon Helms, MarshBerry Vice President on the five key strategies for financial advisors to build more value in their businesses. The conversation covers the importance of organic growth, differentiation strategies, succession planning, M&A opportunities, and...
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Why Financial Wellness Programs Often Miss the Mark (Ep.45)
Rebecca Hourihan speaks with Blake Allison, founder and CEO of LifeCents, on the evolving concept of financial wellness, its challenges, and how it impacts both employers and employees. He emphasizes the need for personalized financial wellness programs and critiques overly complex,...
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Creating Compelling Video Content with Laura Garfield (Ep. 44)
Rebecca Hourihan is joined by Laura Garfield, co-founder of Idea Decanter, to discuss the evolution and significance of short-form content and video marketing, particularly for financial advisors. Laura emphasizes the importance of adapting to your audience’s evolving preferences, leveraging…
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7 Practical Tips for Financial Advisors in 2024 (Ep.43)
Rebecca Hourihan shares seven practical suggestions designed to smooth out your prospecting pipeline and drive consistent growth for your business. Rebecca discusses innovative ways to enhance communication with AI tools, emphasizes the importance of high-quality design in your marketing…
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Retirement Income Solutions with Nevin Adams (Ep.42)
In this episode, Rebecca is honored to welcome Nevin Adams, a legendary figure in the retirement planning industry. With a career spanning nearly five decades, Nevin has played a pivotal role in shaping the landscape of retirement plans. His wealth of experience and knowledge is undeniable as he...
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10 Years of Insights: Advisor Retirement Plan Marketing (Ep. 41)
Rebecca Hourihan reflects on a decade of retirement plan marketing. She emphasizes the challenges of change, the evolution of marketing strategies from cold calling to leveraging social media, and the necessity of maintaining a visible and professional online presence. Rebecca also touches on the...
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How to Elevate Your Prospecting and Client Retention with Eric Ryles (Ep. 40)
Did you know that approximately 10-12% of plan sponsors actively shop their plan every year? Tune in to Rebecca Hourihan’s conversation with Eric Ryles, Vice President, of Customer Solutions at ALM Media, LLC (parent company of Judy Diamond Associates). They explore ways to improve prospecting…
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Revolutionizing Payroll Integration with Automation and APIs with Jeff Kayajanian (Ep. 39)
Are you tired of manual payroll processes eating up your time and resources? What if there was an efficient way to streamline payroll integration with your 401(k) recordkeeping? Learn how Payroll Integrations connects you to leading payroll systems and automates data transfer through APIs.…
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What I Learned From 3,000 Podcast Interviews with Matt Halloran of ProudMouth (Ep. 38)
As advisors continue to seek innovative ways to connect with their audience and establish trust, the challenge of standing out in a crowded market is ever-present. In this episode, Rebecca Hourihan speaks with Matt Halloran, co-founder of ProudMouth, about the power of podcasting to rise above…
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Fred Barstein Explores What If Plan Fees Go to Zero? (Ep. 37)
Can the convergence of wealth, retirement, and workplace benefits pressurize 401(k) plan fees to fall to zero? And are you prepared if it does? In this episode, Rebecca Hourihan speaks with Fred Barstein, the founder & CEO of The Plan Sponsor University (TPSU), The Retirement Advisor University...
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It’s All In the Details: Can Micro-Interactions Make or Break Trust? (Ep. 36)
You never get the chance to redo a first introduction, so make sure you can control as much of it as you can! In this episode of the 401(k) Marketing Podcast, Rebecca Hourihan shares her recent encounter with a local attorney, which highlighted the profound impact of seemingly minor details…
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SMART Strategies for a Year-End Review and 2024 Kickoff (Ep. 35)
Advisors, are you ready to wrap up 2023 with an insightful year-end review and kick off 2024 with a SMART action plan? In this episode of the 401(k) Marketing Podcast, Rebecca Hourihan shares ideas and suggestions for a productive year-end evaluation of your business. Rebecca discusses: The first...
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Elevating Advisor Standards Through CEFEX Certification with Carlos Panksep (Ep. 34)
In financial services, trust is paramount. Certification programs are a great way to strengthen your client’s trust and stand out to plan sponsors! In this episode of the 401(k) Marketing Podcast, Missy Schoedel speaks with Carlos Panksep, Vice President at Broadridge and General Manager at the...
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Powerful Branding Strategies for 401(k) Advisors (Ep. 33)
A consistent brand that resonates with clients translates into greater influence, business opportunities, and profitability. But how do you build one? In this episode of the 401(k) Marketing Podcast, Rebecca Hourihan shares actionable strategies to build a strong brand presence in a competitive...
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How Financial Advice Preferences Have Changed Across Generations (Ep. 32)
The way people seek financial advice and consume information has changed tremendously. Are you keeping up? In this episode of the 401(k) Marketing Podcast, Rebecca Hourihan talks about the evolution of financial advice preferences across different generations — and why an advisor’s digital…
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Simplified Reporting and RFX Solutions with Justin Witz (Ep. 31)
Are you struggling to keep up with the ever-changing landscape of the retirement plan industry? In this episode of the 401(k) Marketing Podcast, Rebecca Hourihan interviews Justin Witz, co-founder of PlanTools, LLC and Catapult HQ, Inc. Justin shares his insights on where the 401(k) industry is...
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How Fiduciary Works Helps Advisors Work Smarter with Josh Itzoe, CFP®, AIF® (Ep. 30)
We’ve all heard it a thousand times: Work smarter, not harder. Discover how to work smarter and become a hero to your clients with FiduciaryWor(k)s. In this episode of the 401k Marketing Podcast, Rebecca Hourihan interviews Josh Itzoe, CFP®, AIF®, founder of FiduciaryWor(k)s and former co-founder...
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Leveraging Social Media With Bruce Johnston (Ep. 29)
Engagement, Updates and Education! Three really compelling tips for success on LinkedIn!! How often are you active on LinkedIn? When was the last time you posted to your network? In this episode, Rebecca Hourihan welcomes social media guru, Bruce Johnston of Two Dogs Social, to the podcast to…
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Mastering Your Money: The Importance of Financial Wellness in Today’s World with Peter Dunn aka Pete the Planner (Ep. 28)
Financial success and failures can both boil down to one thing: financial wellness. In this episode, Rebecca Hourihan welcomes Peter Dunn a.k.a Pete the Planner® on the podcast to share with listeners the importance of financial wellness when helping clients. He explains that it’s more than just...
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Artificial Intelligence Opportunities and Challenges for 401(k) Advisors (Ep. 27)
In recent years, you’ve probably heard about how Artificial Intelligence (AI) is taking over different industries – but it can’t fully replace human intelligence… can it? In this episode, Rebecca Hourihan shares some of the exciting benefits and cautionary challenges of using AI-produced content....
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The Rise of Climate-Friendly 401(k) Investment Options with Alex Wright-Gladstein (Ep. 26)
In this episode, we speak with Alex Wright-Gladstein, the founder of Sphere, an asset management company that offers a climate-friendly mutual fund and index option for retirement plans. She shares her journey of discovering the lack of sustainable investment options in 2017 and her mission to...
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Color Coding Financial Planning to Create an Understandable Client Experience With Rob Cook (Ep. 25)
Have you ever spent time with a prospective client only to find out after you’ve sunken who knows how much time with, that they’re not a good fit? In this episode, Rebecca Hourihan invites Rob Cook of The Elements Financial Monitoring System to share how their technology can help solve this very...
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How Advisors Can Use Technology to Improve Financial Knowledge in the Workplace with Emily Koochel, Ph.D., AFC®, CFT-I™ (Ep. 24)
Creating financial peace of mind is a lifelong goal. As a result, finding innovative ways to talk about money in the workplace is crucial because there has been a wave of employee resignations across many industries due to financial stress. In this episode, Rebecca Hourihan sits down with Dr.…
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3 Goal Setting Strategies of 401(k) Advisors and How to Achieve Them (Ep. 23)
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? In this episode, Rebecca Hourihan breaks down three goals that many retirement plan advisors share and then she provides helpful tips and strategies to bring each...
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How Leveraging Video Can Help Grow Your 401(k) Practice With Katie Braden (Ep. 22)
In the aftermath of the pandemic, we are seeing a rise in video content – from Zoom calls to social media. If the last five years have taught us anything, it’s that 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.…
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Secrets of a Successful 401(k) Business with Brian Adcock (Ep. 21)
How do you define success? In our industry, some consider themselves successful if they’ve made a difference in people’s lives and served their communities. In this episode, Rebecca Hourihan is joined by Brian Adcock, President of Adcock Financial Group, to share his keys to success and making...
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How Conferences Are Evolving for a Better Experience with Ross Marino, CFP®, CeFT® (Ep. 20)
What makes a conference stand out to you? Is it the agenda? The keynote speakers? Making meaningful connections? Or maybe the refreshments and food? Attendees often feel like they have to abandon one for the other. In this episode, Rebecca Hourihan has Ross Marino, CFP®, CeFT®, Financial Planner,...
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Business Development Strategies for 401(k) Advisors with Sasha Cibrian (Ep. 19)
To grow your advisory firm, you need initiatives and strategies that can help you reach a broader clientele. In this episode, Sasha Cibrian shares her knowledge on how to design the necessary activities to expand your firm. She covers topics like client acquisition, retention, reputation, brand...
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Three Marketing Trends Every Financial Advisor Should Follow (Ep. 18)
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? In this episode, Rebecca Hourihan shares with listeners the top three newest trends she sees in the ways financial advisors are marketing themselves. While…
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How to Write a Successful Marketing Strategy with Rebecca Hourihan and Sasha Cibrian (Ep. 17)
When was the last time you took a step back to assess your business? Reviewing your brand, mission, goals and marketing initiatives will help know if you’re on (or off) track. In this podcast, we’re going to show you how to do a company assessment with your team. So you can write and formalize a...
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How To Improve Your Search Engine Optimization (Ep. 16)
Have you ever tried to search for a business or a person but can’t find anything about them? More importantly, are you and your company easily discoverable on Google and search engines? When plan sponsors look you up, it’s critical that you come up on the first page of google every time, or you…
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Diversifying Your Marketing Strategy With Mike Kane (Ep. 15)
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. In this episode, Rebecca Hourihan speaks with retirement plan advisor legend, Mike Kane of Plan Sponsor Consultants. Mike discusses the importance of advisors...
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Creating Quality Design for Your 401(k) Business With Missy Schoedel (Ep 14)
Good design is more than meets the eye. It impacts the way people feel about your company and its potential long-term success. So, it’s crucial for modern advisors to invest in thoughtful branding that tells your authentic story. Branding, website design and content lay the foundation for your...
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6 Marketing Strategies to Be Successful in 2022 Rebecca Hourihan and Sasha Cibrian (Ep 13)
In this episode, Sasha Cibrian welcomes back Rebecca Hourihan , the two dive into a discussion on important updates in the advisory industry as well as marketing trends for 2022. They share their ‘big three’ most important market strategies for advisors to differentiate themselves online and make...
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12. Creating Your Email Marketing Strategy
Email marketing is becoming a ‘must-have’ in an advisor’s marketing strategy. It can help you inform and educate clients and prospects… plus stay top of mind, all in a timely manner. Whether or not you have an email marketing strategy today, you’ll need one in 2022. In this episode, Sasha Cibrian...
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11. The Art Of Social Media with Sasha Cibrian & Emi Weiss
Facebook, Instagram and Tiktok have become a platform for personal and professional use, but LinkedIn has become the primary platform for networking and career development In this episode, Sasha Cibrian is joined by her colleague, Emi Weiss, to discuss the primary social media being used by...
About this show
The 401(k) Marketing Podcast with Rebecca Hourihan from 401(k) Marketing will help you become the go-to expert in your community. Rebecca and her team share their ideas and resources to help you professionalize your firm, demonstrate your authority, and rise above your competition! Heller Wealth Management is now part of Savant Wealth Management. Savant is a Registered Investment Advisor. This content is provided for informational and educational purposes only and should not be construed as personalized investment advice. Effective March 31, 2026, Heller Wealth Management joined Savant Wealth Management (“Savant”). A copy of Savant’s current written disclosure Brochure discussing our advisory services and fees is available at www.savantwealth.com/disclosure-brochures/
Hosted by
Rebecca Hourihan