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The Fiduciary U PodcastThe Fiduciary U Podcast shares the latest information on corporate retirement plan trends, ideas, and best practices to assist decision-makers and others in this industry in being more effective at their jobs. Author: Josh Itzoe
The Fiduciary U Podcast shares the latest information on corporate retirement plan trends, ideas, and best practices to assist decision-makers and others in this industry in being more effective at their jobs. The show features industry experts across multiple disciplines who share their unique perspectives and actionable insights about how to provide a great retirement plan for employees in a rapidly changing world. Your host, Josh Itzoe, is the Founder & CEO of FiduciaryWor(k)s and the author of The Fiduciary Formula and Fixing the 401(k). The goal of Fiduciary U is to build a community that helps all of us enhance our knowledge, sharpen our skills, and stay at the forefront of industry trends so we can do our jobs better and make a positive impact in the lives of real people whose financial futures depend on us. Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Ep #49: Fueling Business Development with Strategic Marketing Investments: A Discussion with Rebecca Hourihan from 401(k) Marketing
Episode 57
Thursday, 28 March, 2024
On this episode, Rebecca Hourihan from 401(k) Marketing 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in the retirement industry.We also explore the limitations and benefits of AI in content creation, the challenges of outdated technology, and the value of investing in the right tools and resources.Additionally, we highlight the need for retirement advisors to view technology as an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.
