The 401(k) Marketing Podcast

7 Practical Tips for Financial Advisors in 2024 (Ep.43)

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Rebecca Hourihan shares seven practical suggestions designed to smooth out your prospecting pipeline and drive consistent growth for your business. Rebecca discusses innovative ways to enhance communication with AI tools, emphasizes the importance of high-quality design in your marketing materials, and offers invaluable tips for maintaining meaningful connections with prospects and clients.

Rebecca touches on:

  • Transitioning from audio to video to stay current in a Zoom-forward world
  • Utilizing AI tools to craft engaging and effective follow-up emails
  • Updating marketing materials to make a strong visual impression
  • Proactively setting meetings with detailed agendas to ensure efficiency
  • And more

    • Connect With Rebecca Hourihan: 

    • [email protected] 
    • (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
      • ...more
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      The 401(k) Marketing PodcastBy Rebecca Hourihan
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