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Explore tips & resources for business development, content marketing and digital campaigns.


From Lead to Client: Mastering the 401(k) Advisor Sales Funnel
Let’s break down the key components of a high-performing sales funnel to help you gain—and retain—more 401(k) plan sponsors.
Rebecca Hourihan
Mar 44 min read


Breaking Through the Noise: Creative Strategies for 401(k) Advisors
Getting noticed online can feel like trying to have a conversation at a concert. Breaking through the noise doesn’t have to be complicated.
Rebecca Hourihan
Feb 13 min read


Finding Your Marketing Zen: The Alignment Reboot
A small misalignment can have a big impact — not just in yoga but in business as well.
Rebecca Hourihan
Jan 163 min read


3 Hidden Benefits of Holiday Greetings for Your Business
Let’s unwrap three hidden benefits of sending holiday greetings that can set your business up for success.
Rebecca Hourihan
Dec 3, 20243 min read


Top 10 Lead Producing Campaigns for 401(k) Advisors in 2025
By Rebecca Hourihan AIF, PPC With new competitors and a rapidly changing labor market, it's crucial to stay ahead of the game with...
Rebecca Hourihan
Nov 1, 20245 min read


Lessons Learning and Insights Gained for Staying Ahead of the Marketing Curve
How often do marketing trends change? Well, luckily it isn't as frequent as my toddler's mood, but it’s close! The retirement plan...
Rebecca Hourihan
Oct 9, 20243 min read


Enhancing Client Engagement and Scalability Within Your Retirement Plan Business
This article is part of a 3 part series. Read Part 1 and Part 2 . Days 61-90+ | Part 3 of 3 As a retirement plan adviser, the journey to...
Rebecca Hourihan
Sep 2, 20244 min read


7 Steps to Master Your Follow-Up Process
Mastering the art of follow-up is essential for building strong client relationships and expanding your business.
Rebecca Hourihan
Aug 4, 20245 min read


Adapting Your 401(k) Practice with AI and Digital Innovation
A blueprint for enhancing your 401(k) advisory business through strategic practice management and business development
Rebecca Hourihan
Jul 1, 20246 min read


Elevate Your 401(k) Client Experience
Transitioning into days 31-60, the journey evolves into delivering on plan services and educating employees.
Rebecca Hourihan
Jun 1, 20244 min read


7 Super Practical Ideas to Enhance Your Business
Advisors often talk about pipeline fluctuations—periods of booming activity, then busts. "I was so busy I didn't have time to prospect....
Rebecca Hourihan
May 1, 20244 min read


Witnessing the Plan Advisor Journey of Continuity and Change
There's something sad, sweet, and savory about reaching significant milestones. They serve as a reflective mirror, allowing us to pause...
Rebecca Hourihan
Apr 1, 20245 min read
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