The 401(k) Marketing Podcast
The 401(k) Marketing Podcast with Rebecca Hourihan from 401(k) Marketing will help you become the go-to expert in your community. Rebecca and her team share their ideas and resources to help you professionalize your firm, demonstrate your authority, and
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Recent Episodes
Mastering Your Money: The Importance of Financial Wellness in Today’s World with Peter Dunn aka Pete the Planner (Ep. 28)
Financial success and failures can both boil down to one thing: financial wellness.
In this episode, Rebecca Hourihan welcomes Peter Dunn a.k.a...
Artificial Intelligence Opportunities and Challenges for 401(k) Advisors (Ep. 27)
In recent years, you’ve probably heard about how Artificial Intelligence (AI) is taking over different industries – but it can’t fully replace...
The Rise of Climate-Friendly 401(k) Investment Options with Alex Wright-Gladstein (Ep. 26)
In this episode, we speak with Alex Wright-Gladstein, the founder of Sphere, an asset management company that offers a climate-friendly mutual fund...
Color Coding Financial Planning to Create an Understandable Client Experience With Rob Cook (Ep. 25)
Have you ever spent time with a prospective client only to find out after you’ve sunken who knows how much time with, that they’re not a good...
How Advisors Can Use Technology to Improve Financial Knowledge in the Workplace with Emily Koochel, Ph.D., AFC®, CFT-I™ (Ep. 24)
Creating financial peace of mind is a lifelong goal. As a result, finding innovative ways to talk about money in the workplace is crucial because there...
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