The 401(k) Marketing Podcast Rebecca Hourihan

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 talk about why social media has a … Continue reading Leveraging Social Media With Bruce Johnston (Ep. 29) →

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 math and how sometimes, behaviors have just as … Continue reading Mastering Your Money: The Importance of Financial Wellness in Today’s World with Peter Dunn aka Pete the Planner (Ep. 28) →

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. She talks about Chat GPT and how it can be a … Continue reading Artificial Intelligence Opportunities and Challenges for 401(k) Advisors (Ep. 27) →

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 provide a low-fee, planet-voting alternative to the traditional S&P … Continue reading The Rise of Climate-Friendly 401(k) Investment Options with Alex Wright-Gladstein (Ep. 26) →

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 common problem faced … Continue reading Color Coding Financial Planning to Create an Understandable Client Experience With Rob Cook (Ep. 25) →

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. Emily Koochel, Senior Financial Planning Education … Continue reading How Advisors Can Use Technology to Improve Financial Knowledge in the Workplace with Emily Koochel, Ph.D., AFC®, CFT-I™ (Ep. 24) →