Rebecca HourihanNov 15 min readTop 10 Lead Producing Campaigns for 401(k) Advisors in 2025By Rebecca Hourihan AIF, PPC With new competitors and a rapidly changing labor market, it's crucial to stay ahead of the game with...
Rebecca HourihanOct 93 min readLessons Learning and Insights Gained for Staying Ahead of the Marketing CurveHow 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 HourihanSep 24 min readEnhancing Client Engagement and Scalability Within Your Retirement Plan BusinessThis 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 HourihanAug 45 min read7 Steps to Master Your Follow-Up ProcessMastering the art of follow-up is essential for building strong client relationships and expanding your business.
Rebecca HourihanJul 16 min readAdapting Your 401(k) Practice with AI and Digital InnovationA blueprint for enhancing your 401(k) advisory business through strategic practice management and business development
Rebecca HourihanJun 14 min readElevate Your 401(k) Client ExperienceTransitioning into days 31-60, the journey evolves into delivering on plan services and educating employees.
Rebecca HourihanMay 14 min read7 Super Practical Ideas to Enhance Your BusinessAdvisors often talk about pipeline fluctuations—periods of booming activity, then busts. "I was so busy I didn't have time to prospect....
Rebecca HourihanApr 15 min readWitnessing the Plan Advisor Journey of Continuity and ChangeThere's something sad, sweet, and savory about reaching significant milestones. They serve as a reflective mirror, allowing us to pause...
Rebecca HourihanMar 14 min readWhat it Takes to Create an Exceptional Onboarding Experience for Your New 401(k) ClientsWhen was the last time you met with a prospect and their fiduciary files were flawless? You know, meticulously labeled file folders,...