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 rise above your competition! Heller Wealth Management is now part of Savant Wealth Management. Savant is a Registered Investment Advisor. This content is provided for informational and educational purposes only and should not be construed as personalized investment advice. Effective March 31, 2026, Heller Wealth Management joined Savant Wealth Management (“Savant”). A copy of Savant’s current written disclosure Brochure discussing our advisory services and fees is available at www.savantwealth.com/disclosure-brochures/
Episodes
Everything around advisors is moving fast, and Patrik Delaney has spent twenty-five years watching the industry shift under their feet.
In this conversation, he and Rebecca dig into what is driving those changes, why traditional education is no longer enough, and how the most successful advisors are learning to inspire behavior rather than just explain it.
Standing out online has never been harder. With endless content competing for attention, how do you make sure your voice is the one people remember?
In this episode, Rebecca Hourihan welcomes back Laura Garfield, Founder of Idea Decanter, to talk about the growing “visibility war” and why video has become increasingly important for many advisors. They explore ho...
Confidence alone won’t make you a better communicator. What if the key to connecting with others lies in understanding them first?
How do you shift from speaking at people to truly engaging with them? What role does listening play in building trust and deepening relationships?
In this episode, Rebecca Hourihan intervi...
Some conversations hit closer to home, especially when your guest is your mom.
In this refreshingly candid episode, Rebecca Hourihan sits down with her mother for a conversation that moves from garden centers and white minivans to the heart of what it means to lead with confidence in uncertain times.
From generational shift...
Most retirement plan advisors spend their days working in their practice, reacting to client emails, putting out fires, and chasing deadlines. But what if you carved out just 2 hours a month to work on your practice instead?
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Becoming the go-to expert in your niche isn’t just for influencers; it’s for retirement plan advisors, too.
In this episode of the 401(k) Marketing Podcast, Rebecca Hourihan shares how advisors can become micro-influencers through education, storytelling, and strategic content. From qu...
What makes startup 401(k) plans the new frontier for retirement savings?
Join Rebecca Hourihan as she sits down with Kevin Spaeth from PenChecks to explore the modern twists redefining 401(k) plans. They delve into the impact of auto-enrollment and escalation, the role of safe-harbor rules, state-mandated IRA programs, and the introduction of strategic tax incen...
As the retirement landscape continues to evolve, understanding how new legislation and emerging technologies impact employers and employees is more important than ever.
In this episode, Rebecca chats with Will Hansen, Executive Director of the Plan Sponsor Council of America, to discuss the latest shifts in retirement planning and policy, and what they mean for ...
What if your 401(k) followed you from job to job as effortlessly as your favorite playlist?
Join host Rebecca Hourihan as she sits down with industry experts Spencer Williams and Neal Ringquist from the Retirement Clearinghouse to explore this game-changing innovation. Discover how the Portability Services Network is tackling the challenge of maintaining retirem...
Join Rebecca Hourihan in this engaging episode of the 401(k) Marketing Podcast as she shares insightful strategies to elevate your 401(k) advisory practice from good to great. Explore Rebecca’s five dynamic techniques to stand out on social media, boost your engagement, and solidify your presence in the retirement plan community.
Rebecca discusses:
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Are you keeping up with the AI wave in the financial services industry?
Rebecca Hourihan chats with Spencer X. Smith from AmpliPhi Digital about the transformative power of AI in the retirement plan industry. Get ready to explore how AI has quickly evolved from a niche technology to an...
Rebecca Hourihan sits down with Mike DiCenso, a renowned expert in institutional retirement plans, wealth management, and fintech innovation. Discover Mike’s profound insights on tackling modern challenges in the retirement plan advisory space and how to leverage them for success.
Mike discusses:
In this episode, we talk with Brandon Helms, MarshBerry Vice President on the five key strategies for financial advisors to build more value in their businesses. The conversation covers the importance of organic growth, differentiation strategies, succession planning, M&A opportunities, and understanding client demograp...
Rebecca Hourihan speaks with Blake Allison, founder and CEO of LifeCents, on the evolving concept of financial wellness, its challenges, and how it impacts both employers and employees. He emphasizes the need for personalized financial wellness programs and critiques overly complex, one-size-fits-all programs, advocating instead for tailored approaches that consider each employee’s unique financial s...
Rebecca Hourihan is joined by Laura Garfield, co-founder of Idea Decanter, to discuss the evolution and significance of short-form content and video marketing, particularly for financial advisors. Laura emphasizes the importance of adapting to your audience’s evolving preferences, leveraging video for effective communication, and utilizing AI tools to enhance video production.
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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.
In this episode, Rebecca is honored to welcome Nevin Adams, a legendary figure in the retirement planning industry. With a career spanning nearly five decades, Nevin has played a pivotal role in shaping the landscape of retirement plans. His wealth of experience and knowledge is undeniable as he shares his insights and future projections.
Dive into the transform...
Rebecca Hourihan reflects on a decade of retirement plan marketing. She emphasizes the challenges of change, the evolution of marketing strategies from cold calling to leveraging social media, and the necessity of maintaining a visible and professional online presence. Rebecca also touches on the importance of creating tailored content, and discusses the critical role of effective communication, high...
Did you know that approximately 10-12% of plan sponsors actively shop their plan every year?
Tune in to Rebecca Hourihan’s conversation with Eric Ryles, Vice President, of Customer Solutions at ALM Media, LLC (parent company of Judy Diamond Associates). They explore ways to improve prospecting and enhance client retention, as well as telltale signs a plan sponso...
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 Integrations connects you to leading payroll systems and automates data transfer through APIs. Rebecca Hourihan and guest Jeff Kayajanian, principal and chief revenue o...
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