The 401(k) Marketing Podcast

Rebecca Hourihan
  • 5.0 (4)
  • Marketing
  • Updated Bimonthly

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/

  1. May 18

    WWhy 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 slowing down your efforts doesn’t cause an immediate drop, but instead leads to a gradual decline in visibility and client mindshare. Rebecca also highlights how competitors step in when your presence fades, how to properly evaluate marketing ROI, and why consistency and accountability are critical for long-term growth. Key takeaways: How reducing marketing efforts slowly lowers visibility and weakens client mindshare over time Why clients don’t notice missed touchpoints, but still shift attention elsewhere How competitors capitalize when your presence fades and capture your prospects The difference between short-term ROI and long-term client value in marketing decisions Simple accountability strategies to maintain consistent marketing activity and growth And more! Connect With Rebecca Hourihan:  rebecca@401k-marketing.com  (619) 230 – 5464 401(k) Marketing  LinkedIn: Rebecca Hourihan LinkedIn: 401(k) Marketing Facebook: 401(k) Marketing YouTube: 401(k) Marketing Schedule a meeting with 401(k) Marketing

    19 min

  2. Mar 31

    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 are learning to inspire behavior rather than just explain it. Pat breaks down how demographic pressure, AI, and participant expectations are reshaping advisory work. More importantly, he explains why the qualities of great coaches, like curiosity, courage, and compassion, may matter more for advisors going forward than technical skill alone. Listeners can expect insights on: The rise of coaching-based communication in financial advice Why younger investors seek emotional connection as much as expertise How AI may change advisor responsibilities The Grow framework for encouraging real behavior change And more! Resources: The Next Wave of Advice Connect With Patrick Delaney: T. Rowe Price LinkedIn: Patrick Delaney Connect With Rebecca Hourihan:  rebecca@401k-marketing.com  (619) 230 – 5464 401(k) Marketing  LinkedIn: Rebecca Hourihan LinkedIn: 401(k) Marketing Facebook: 401(k) Marketing YouTube: 401(k) Marketing Schedule a meeting with 401(k) Marketing About Our Guest: Patrick Delaney is an insights director within U.S. Intermediaries – Advisor Engagement, the group focused on helping financial professionals understand and adapt to the changing face of wealth in the United States.  Patrick has been with T. Rowe Price since 2000, beginning in Retirement Plan Services. Prior to his current role, Patrick developed and delivered practice management content for financial professionals designed to help them learn, sell, and better serve their corporate retirement plan clients Patrick earned a B.A. in economics from Gettysburg College. He is a Series 7 and 63 registered representative and state-registered broker-dealer.

    26 min

  3. Mar 10

    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 has become increasingly important for many advisors. They explore how AI-generated content is flooding the market, why authentic storytelling still wins, and how advisors can measure ROI beyond vanity metrics. Laura also shares her 3-2-1 Countdown framework for creating effective video and practical ways to start without becoming a full-time content creator. Laura shares key insights: Why AI-generated “slop” is crowding digital platforms and raising the bar for authentic content How personal stories and lived experiences help advisors stand out from automated marketing The 3-2-1 Countdown framework: Prepare, Record, Convert for an effective video strategy Hard vs soft metrics to evaluate ROI, from engagement data to client feedback Why starting with one strong homepage video can anchor an entire marketing plan And more! Resources: Find Your #Finfluence: A Financial Advisor’s Guide to Stand Out & Succeed with Video by Laura Garfield Connect With Laura Garfield: LinkedIn: Laura Garfield laura@ideadecanter.com  Idea Decanter Connect With Rebecca Hourihan:  rebecca@401k-marketing.com  (619) 230 – 5464 401(k) Marketing  LinkedIn: Rebecca Hourihan LinkedIn: 401(k) Marketing Facebook: 401(k) Marketing YouTube: 401(k) Marketing Schedule a meeting with 401(k) Marketing About Our Guest: Laura Garfield spent her teenage years idolizing Jane Pauley and Katie Couric. A thirst for learning and a love of writing had her hooked on broadcast journalism – where you didn’t have to know everything except how to ask the right questions. After graduation, Laura landed her first news gig at a tiny TV station in Hastings, Nebraska. Over the span of more than a decade, she worked her way up through stations in Omaha and New Orleans to a position at CBS News in New York and then CNN in Atlanta.  Along the way, she has written a book, worked as a foreign correspondent, and has lately been drawn to the emerging possibilities of digital storytelling. Instead of a company relying on a big ad spend, with the Internet, you can be a broadcaster of your own brand. Laura believes that all you need to pull it off is a talented content marketing team (like Idea Decanter!) to help you craft your message.

    31 min

  4. Jan 21

    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, Rebecca Hourihan interviews Matt Mosich, a communications expert who has helped hundreds of professionals speak with enhanced clarity and confidence. He shares why the best communicators prioritize awareness over confidence, how to become a better listener, and the framework for asking questions that reveal what kind of communicator someone is.  Matt also explores how communication shapes company culture and offers practical strategies to stop losing your train of thought during important conversations. Rebeca and Matt discuss: Why awareness matters more than confidence when it comes to effective communication and connection with others How listening serves as a form of love and why great communicators ask questions rooted in genuine curiosity The three Ps framework: prepare, prompt, and pivot to understand who you’re speaking to and adapt in real time How company culture is shaped by collective communication and why leaders must model vulnerability and accountability Building a personal FAQ to practice responses and never lose your train of thought, using the point-reason-point method And more! Connect With Matt Mosich: The Mosich Group LinkedIn: Matt Mosich Connect With Rebecca Hourihan:  rebecca@401k-marketing.com  (619) 230 – 5464 401(k) Marketing  LinkedIn: Rebecca Hourihan LinkedIn: 401(k) Marketing Facebook: 401(k) Marketing YouTube: 401(k) Marketing Schedule a meeting with 401(k) Marketing About Our Guest: Matt Mosich is the President and Owner of The Mosich Group and a communications coach who helps professionals strengthen how they speak, listen, and connect. His approach is shaped by years in wealth management, leadership development, and deep study of communication frameworks. Matt works with individuals and executive teams to refine message clarity, build awareness, and create more collaborative cultures. He is known for his practical tools, such as the Three Ps framework and the Personal FAQ process, which help clients communicate with intention in any setting.

    27 min

  5. 10/27/2025

    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 times. From generational shifts to TikTok finance rabbit holes, and what really happens when advisors go quiet (spoiler: your clients start listening to Reddit, this episode delivers insight with humor, honesty, and just the right amount of sass. Rebecca reminds us that communication isn’t just part of your strategy; it is your strategy—helping advisors stand tall like a lighthouse when the market gets foggy. What to expect from this release: How Gen Z, Millennials, Gen X, and Boomers want to be reached Why silence breeds bad advice and how to stay visible The “Every Day is Saturday” retirement moment Line dancing, confession, and what casinos have to do with client trust And more! Connect With Rebecca Hourihan:  rebecca@401k-marketing.com  (619) 230 – 5464 401(k) Marketing  LinkedIn: Rebecca Hourihan LinkedIn: 401(k) Marketing Facebook: 401(k) Marketing YouTube: 401(k) Marketing Schedule a meeting with 401(k) Marketing

    17 min

  6. 09/10/2025

    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 Rebecca Hourihan to unpack the real meaning of practice management. From clarifying the “Big Three” (wins, retention, and efficiency) to using DISC personality profiles and AI tools like Crystal, Randy shares strategies that can transform your client conversations, team dynamics, and sales outcomes. Whether you’re walking into a boardroom full of decision-makers or trying to earn trust across generations, this episode will help you speak your clients’ language, literally. What to expect: The 2-hour rule for practice growth Why DISC and adaptive selling still work in 2025 How AI tools like Crystal can predict buying behavior The power of sales personalization in multi-generational wealth transitions And more! Resources: Kolbe Index CrystalKnows.com Connect With Rebecca Hourihan:  rebecca@401k-marketing.com  (619) 230 – 5464 401(k) Marketing  LinkedIn: Rebecca Hourihan LinkedIn: 401(k) Marketing Facebook: 401(k) Marketing YouTube: 401(k) Marketing Schedule a meeting with 401(k) Marketing Connect With Randy Fuss: LinkedIn: Randy Fuss Fuss Success Builders randy@FussSuccessBuilders.com (707) 480-8932 About Our Guest: Randy Fuss is passionate about presenting, coaching, and consulting with the many professionals who work in the group retirement plan industry, who are seeking ways to take their performance to the next level! After a very productive and lengthy stint at Cuna Mutual Group, he is now excited to bring his skill set and experience in helping others through his own firm, Fuss Success Builders!. As a Registered Corporate Coach and Certified DiSC® Trainer, Randy is most in his element in front of a group conducting trainings, workshops & webinars, sharing actionable ideas that lead to improvement. He’s been a frequent presenter at various industry meetings & conferences, and looks forward to bringing his practice management experience through coaching and speaking engagements to help individuals and companies like yours achieve greater success!

    21 min

  7. 07/17/2025

    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 to compliance-friendly guides, she explains how to build trust and credibility before you walk in the door. Rebecca also dives into the shift with AI, the power of planning, and how consistent visibility drives results. No matter your work style, she shows how to harness your team’s strengths for scalable, effective marketing. What to expect from tuning in: Why education, not selling, is the most powerful growth strategy How to use video and content to create “lunch-at-scale” interactions Planning frameworks to avoid overwhelm and ensure follow-through Ideas to stand out: Kolbe Index, financial wellness, SECURE Act 2.0 And more! Resources: Kolbe Index Connect With Rebecca Hourihan:  rebecca@401k-marketing.com  (619) 230 – 5464 401(k) Marketing  LinkedIn: Rebecca Hourihan LinkedIn: 401(k) Marketing Facebook: 401(k) Marketing YouTube: 401(k) Marketing Schedule a meeting with 401(k) Marketing

    19 min

  8. 06/11/2025

    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, state-mandated IRA programs, and the introduction of strategic tax incentives designed to engage more businesses.  Rebecca and Kevin discuss: How auto enrollment and escalation are enhancing plan participation and savings (00:05:24) The misconceptions business owners have about retirement plans (00:07:15) The influence of state mandates on advisor involvement in micro plans (00:10:53) The significance of government tax credits for startup plans (00:13:17) The potential for auto portability to improve participant outcomes (00:19:23) And more Connect With Kevin Spaeth: LinkedIn: Kevin Spaeth PenChecks kspaeth@penchecks.com  949-306-4367 Connect With Rebecca Hourihan:  rebecca@401k-marketing.com  (619) 230 – 5464 401(k) Marketing  LinkedIn: Rebecca Hourihan LinkedIn: 401(k) Marketing Facebook: 401(k) Marketing YouTube: 401(k) Marketing Schedule a meeting with 401(k) Marketing About Our Guest: As part of the Clean Up Crew, Kevin Spaeth helps TPAs support their clients in keeping retirement plans clean, compliant, and running smoothly. The goal: to help clients increase average account balances while reducing fiduciary risk. Since 1997, Kevin has dedicated his professional career to working with ERISA plans, with a focus on helping small businesses empower their employees to prepare for retirement. His background spans recordkeeping, investment management, and the administration of qualified retirement plans. Today, at PenChecks Trust, Kevin is passionate about reuniting Americans with their hard-earned retirement savings, ensuring no one leaves behind what they’ve worked so hard to earn.

    25 min
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Ratings & Reviews

5
out of 5
4 Ratings

About

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/

Information

  • Creator
    Rebecca Hourihan
  • Years Active
    2020 - 2026
  • Episodes
    59
  • Rating
    Clean
  • Copyright
    © The 401(k) marketing Podcast All Rights Reserved
  • Show Website
    The 401(k) Marketing Podcast

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