The 401(k) Marketing Podcast

The 401(k) Marketing Podcast


Latest Episodes

Revolutionizing Payroll Integration with Automation and APIs with Jeff Kayajanian (Ep. 39)
April 16, 2024

Are you tired of manual payroll processes eating up your time and resources? What if there was an efficient way to streamline payroll integration with your 401(k) recordkeeping? Learn how Payroll Inte

What I Learned From 3,000 Podcast Interviews with Matt Halloran of ProudMouth (Ep. 38)
March 15, 2024

As advisors continue to seek innovative ways to connect with their audience and establish trust, the challenge of standing out in a crowded market is ever-present. In this episode, Rebecca Hourihan sp

Fred Barstein Explores What If Plan Fees Go to Zero? (Ep. 37)
February 15, 2024

Can the convergence of wealth, retirement, and workplace benefits pressurize 401(k) plan fees to fall to zero? And are you prepared if it does? In this episode, Rebecca Hourihan speaks with Fred Barst

It’s All In the Details: Can Micro-Interactions Make or Break Trust? (Ep. 36)
December 13, 2023

You never get the chance to redo a first introduction, so make sure you can control as much of it as you can! In this episode of the 401(k) Marketing Podcast, Rebecca Hourihan shares her recent encoun

SMART Strategies for a Year-End Review and 2024 Kickoff (Ep. 35)
November 16, 2023

Advisors, are you ready to wrap up 2023 with an insightful year-end review and kick off 2024 with a SMART action plan? In this episode of the 401(k) Marketing Podcast, Rebecca Hourihan shares ideas an

Elevating Advisor Standards Through CEFEX Certification with Carlos Panksep (Ep. 34)
October 16, 2023

In financial services, trust is paramount. Certification programs are a great way to strengthen your clients trust and stand out to plan sponsors! In this episode of the 401(k) Marketing Podcast, Mis

Powerful Branding Strategies for 401(k) Advisors (Ep. 33)
September 15, 2023

A consistent brand that resonates with clients translates into greater influence, business opportunities, and profitability. But how do you build one? In this episode of the 401(k) Marketing Podcast,

How Financial Advice Preferences Have Changed Across Generations (Ep. 32)
August 15, 2023

The way people seek financial advice and consume information has changed tremendously. Are you keeping up? In this episode of the 401(k) Marketing Podcast, Rebecca Hourihan talks about the evolution o

Simplified Reporting and RFX Solutions with Justin Witz (Ep. 31)
July 19, 2023

Are you struggling to keep up with the ever-changing landscape of the retirement plan industry? In this episode of the 401(k) Marketing Podcast, Rebecca Hourihan interviews Justin Witz, co-founder of

How Fiduciary Works Helps Advisors Work Smarter with Josh Itzoe, CFP®, AIF® (Ep. 30)
June 15, 2023

Weve all heard it a thousand times: Work smarter, not harder. Discover how to work smarter and become a hero to your clients with FiduciaryWor(k)s. In this episode of the 401k Marketing Podcast, Rebe