SPEAKING & WORKSHOPS

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 understanding client demographics. Brandon emphasizes the need for advisors to think like stewards of their business, focusing on long-term success, and client relationships. Brandon discusses: - What is organic growth, why is it important, and how to propel it - Key differentiators for retirement plan advisors - Distinguishing the finer details of market appreciation versus actual growth - Strategies for effective succession planning - Services that firms are adding to evolve in the marketplace - Transforming from students to stewards of your business - And more Connect with Rebecca Hourihan: rebecca@401k-marketing.com (619) 230 - 5464 https://www.401k-marketing.com/ LinkedIn: Rebecca Hourihan: https://www.linkedin.com/in/rebeccahourihan/ LinkedIn: 401(k) Marketing Schedule a meeting with 401(k) Marketing: https://www.linkedin.com/company/401k-marketing/ Connect With Brandon Helms: LinkedIn: Brandon Helms: https://www.linkedin.com/in/helmsbrandon/ https://www.marshberry.com/ Brandon.Helms@marshberry.com About Our Guest: As a Vice President on MarshBerry’s Financial Advisory team, Brandon’s background in building fast-growing financial advisor teams gives him a unique perspective on consulting with advisors on growth strategy and succession planning. His commitment to using clarity to make more informed decisions when working with clients helps drive retirement and wealth advisors to steward their businesses. Brandon’s core focus is providing financial advisors with ideas & insights specific to their business today that align with their vision for the future. Many times, this includes anticipating any potential challenges advisors face as they grow and ways to overcome them.

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, one-size-fits-all programs, advocating instead for tailored approaches that consider each employee’s unique financial situation, stressors, and goals. Blake highlights the importance of measuring success through behavioral changes rather than just numerical outcomes, advocating for a more holistic approach to financial health. Gain insight from today’s conversation as Rebecca and Blake highlight: - People are more than numbers–what truly defines financial wellness - Serving diverse employee needs–the significance of financial access and inclusion - Beyond the bottom line–why every employer should invest in financial wellness - How LifeCents is Redefining Financial Wellness Programs - The pitfalls of current financial wellness programs and how LifeCents innovates - And more Connect with Rebecca Hourihan: rebecca@401k-marketing.com (619) 230 - 5464 https://www.401k-marketing.com/ LinkedIn: Rebecca Hourihan: https://www.linkedin.com/in/rebeccahourihan/ LinkedIn: 401(k) Marketing Schedule a meeting with 401(k) Marketing: https://www.linkedin.com/company/401k-marketing/ Connect With Blake Allison: LinkedIn: Blake Allison: https://www.linkedin.com/in/blakeallison/ LifeCents: https://www.lifecents.com/ About Our Guest: Blake founded LifeCents with a mission to empower individuals by making financial health accessible, personalized, and behaviorally driven. Since 2005, Blake has championed a holistic approach to financial wellness, pioneering LifeCents as an adaptive platform that responds to each user’s unique needs, values, and goals. Under his leadership, LifeCents has set a new standard in the industry by combining technology, behavioral insights, and inclusivity to transform the way people engage with their financial health—changing lives and redefining what it means to be financially well.

Don't miss Rebecca Hourihan's session titled: What It Takes to Stand Out and Beat Algorithms | Creation to Personalization. fi360.com/conference

Financial advisors, don't miss out on this valuable 401k opportunity with Rebecca Hourihan! Learn how to optimize your client's retirement savings with expert tips from the best in the business. Rebecca talks about how advisors benefit from content marketing and reveals specific themes throughout the year that align with the trends and needs of the retirement planning industry. Rebecca also shares why she encourages advisors to “really stop and think about” creating "like, know, and trust" with potential clients through consistent, valuable content. 🎙️About our guest: Rebecca is the founder and CMO of 401(k) Marketing, LLC in San Diego, CA. The firm specializes in empowering retirement plan advisors to showcase their expertise and establish a strong brand presence. The company was founded on the idea that retirement plan advisors are specialists and should promote their unique skill set. With nearly 20 years of retirement plan experience and an addiction to marketing, Rebecca is skilled at developing clear paths that are simple for plan sponsors, advisors and participants to understand. She is committed to company growth, advisor development and collaborative improvement. Her personality is naturally enthusiastic and she attracts fun, hard-working and ethical professionals. Rebecca is a keynote speaker and author. She has spoken at Fi360, Advisor2X, NAPA Summit, ASPPA, PANC, TRAU Master Class, Retirement Symposiums and many additional retirement plan conferences. She is a guest columnist for 401(k) Specialist, NAPA.net and PLANADVISER. She has been featured on Retireholics, 401(k) Specialist, InvestmentNews, NIPA, Employee Benefit News, PLANADVISER, Plan Consultant Magazine, The Advisor’s Newsletter and the Journal of Financial Planning. She lives in San Diego with her family and corgi, Lola. Her hobbies include cooking, eating, drinking wine, traveling, and yoga. Discover: - The big changes coming to the industry over the next ten years or so - How to take your first baby steps into the 401(k) world - The increasingly popular Pooled Employer Plans (PEPs) - Why content marketing is queen in a relationship-based business - The guiding principles of “like, know, and trust” - Emerging trends within retirement planning - Why now is the perfect time to specialize in this niche - And more #BeYourOwnLoud #FinancialservicesProfessional #AdvisorMarketing ------- Are you a financial advisor who wants to become a recognized and trusted authority? ProudMouth helps you build an audience of raving fans who do the marketing for you – so you can spend less time selling and more time advising. Learn more at: https://proudmouth.com/ ------- We’re Matt and Kirk, the co-founders of ProudMouth 👋 Since launching our Influence Accelerator System, we’ve turned hundreds of advisors into sought-after trusted authorities. We provide the talent, tools and training to empower, enable and equip you for competitive advantage in the expertise economy. Our clients include Christine Luken, Larry Heller, and other recognized authorities who now rely on the “pull" of influence instead of the “push” of advertising to fuel their business growth.

Welcome to episode #49 of the Fiduciary U™ Podcast. My guest today is Rebecca Hourihan from 401(k) Marketing. The firm helps retirement plan advisors market their expertise and build long-lasting brand awareness. The company was founded on the idea that retirement plan advisors are specialists and should promote their unique skill set. On this episode, Rebecca and I discuss the changes in marketing strategies over the past decade and the importance of differentiation in the industry. She emphasizes the visual identity of advisors' websites and the need to showcase their office and team to create familiarity and connection with potential clients. She also highlights the significance of brand guidelines and professional photography in conveying a unique client experience. She suggests focusing on email marketing campaigns, LinkedIn engagement, and maintaining an active blog to attract and retain clients. We discuss the importance of building a rewarding culture, designing an effective content strategy, and leveraging technology in the retirement industry. We also explore the limitations and benefits of AI in content creation, the challenges of outdated technology, and the value of investing in the right tools and resources. Additionally, we highlight the need for retirement advisors to view technology as an investment rather than an expense and the importance of storytelling and messaging in delivering high-value content. Overall, the conversation emphasizes the importance of leveraging technology and expertise to enhance the advisor's business and client experience.

What is ‘Influence to inbound’ and why does it matter? 401(k) Marketing CMO Rebecca Hourihan clues us in. John Sullivan interviews Rebecca Hourihan from the floor of the annual Fi360 Conference. For more 401(k) Advisor news be sure to visit: https://401kspecialistmag.com. Follow us on Social Media: https://www.facebook.com/401kSpecialist https://twitter.com/401kspecmag https://www.linkedin.com/company/401-k-specialist-magazine/

Rebecca Hourihan - 401k Marketing https://401kspecialistmag.com