What makes a conference stand out to you? Is it the agenda? The keynote speakers? Making meaningful connections? Or maybe the refreshments and food? Attendees often feel like they have to abandon one for the other. In this episode, Rebecca Hourihan has Ross Marino, CFP®, CeFT®, Financial Planner, Social Entrepreneur, Author, CEO, and Founder of …

Read More Read More

To grow your advisory firm, you need initiatives and strategies that can help you reach a broader clientele. In this episode, Sasha Cibrian shares her knowledge on how to design the necessary activities to expand your firm. She covers topics like client acquisition, retention, reputation, brand awareness and why having niche retirement plan content enhances …

Read More Read More

As an advisor, you may feel limited when it comes to ways that you can market yourself to your ideal client. What if you could change that?  In this episode, Rebecca Hourihan shares with listeners the top three newest trends she sees in the ways financial advisors are marketing themselves. While she discusses what is …

Read More Read More

When was the last time you took a step back to assess your business? Reviewing your brand, mission, goals and marketing initiatives will help know if you’re on (or off) track.  In this podcast, we’re going to show you how to do a company assessment with your team. So you can write and formalize a …

Read More Read More

Have you ever tried to search for a business or a person but can’t find anything about them? More importantly, are you and your company easily discoverable on Google and search engines? When plan sponsors look you up, it’s critical that you come up on the first page of google every time, or  you run …

Read More Read More

When marketing your business, it’s important to have a diverse strategy so you can reach as many of the right plan sponsors as possible. In this episode, Rebecca Hourihan speaks with retirement plan advisor legend, Mike Kane of Plan Sponsor Consultants. Mike discusses the importance of advisors using a variety of marketing tactics in their …

Read More Read More

Good design is more than meets the eye. It impacts the way people feel about your company and its potential long-term success. So, it’s crucial for modern advisors to invest in thoughtful branding that tells your authentic story. Branding, website design and content lay the foundation for your client experience and should come together to …

Read More Read More

In this episode, Sasha Cibrian welcomes back Rebecca Hourihan , the two dive into a discussion on important updates in the advisory industry as well as marketing trends for 2022. They share their ‘big three’ most important market strategies for advisors to differentiate themselves online and make 2022 their best year yet. Sasha and Rebecca …

Read More Read More

Email marketing is becoming a ‘must-have’ in an advisor’s marketing strategy. It can help you inform and educate clients and prospects… plus stay top of mind, all in a timely manner.  Whether or not you have an email marketing strategy today, you’ll need one in 2022. In this episode, Sasha Cibrian shares 401(k) Marketing’s best strategies …

Read More Read More

Facebook, Instagram and Tiktok have become a platform for personal and professional use, but LinkedIn has become the primary platform for networking and career development In this episode, Sasha Cibrian is joined by her colleague, Emi Weiss, to discuss the primary social media being used by advisors, LinkedIn. They discuss why financial advisors should focus …

Read More Read More