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/
Can Plan Sponsors Find You in AI Search? The Future of Retirement Plan Marketing (Ep. 60)
Retirement plan marketing keeps changing, and AI is adding another layer for advisors already trying to keep up with search, social media, email, and video. How can you embrace what’s next without losing the human relationships that build trust?
In this final official episode of The 401(k) Podcast, Rebecca Hourihan reflects on 12 years of change in retirement plan marketing and looks at what may come next. She explores how AI can support more tailored content, why search is expanding beyond Google, and how video helps prospective clients become familiar with an advisor. Rebecca and Patrice Sikora also examine the connection between marketing and sales, along with the consistent communication required to build trust over time.
Rebecca Hourihan discusses:
Why advisors should begin learning how to use AI before adoption and audience expectations accelerate
How tailored content can address specific industries, generations, plan sponsors, and buyer needs
How SEO, answer engine optimization, mobile behavior, and voice-to-text are changing online discovery
Why consistent articles, emails, social posts, and videos can build trust before the first meeting
And more!
Connect With Rebecca Hourihan:
rebecca@401k-marketing.com (mailto:rebecca@401k-marketing.com)
(619) 230 – 5464
401(k) Marketing (https://www.401k-marketing.com/)
LinkedIn: Rebecca Hourihan (https://www.linkedin.com/in/rebeccahourihan/)
LinkedIn: 401(k) Marketing (https://www.linkedin.com/company/401k-marketing/)
Facebook: 401(k) Marketing (https://www.facebook.com/401kMarketing/)
YouTube: 401(k) Marketing (http://www.youtube.com/@401kmarketing)
Schedule a meeting with 401(k) Marketing (https://calendly.com/401kmarketing)
18 May 2026
Why Your Marketing Is Quietly Costing You Clients (Ep. 58)
Things can feel steady until they slowly start slipping without warning.
What if the biggest risk to your growth isn’t what you’re doing, but what you’ve stopped doing?
In this episode, Rebecca Hourihan breaks down how marketing momentum works using a powerful airplane analogy. She explains why slowing down your efforts doesn’t cause an immediate drop, but instead leads to a gradual decline in visibility and client mindshare. Rebecca also highlights how competitors step in when your presence fades, how to properly evaluate marketing ROI, and why consistency and accountability are critical for long-term growth.
Key takeaways:
How reducing marketing efforts slowly lowers visibility and weakens client mindshare over time
Why clients don’t notice missed touchpoints, but still shift attention elsewhere
How competitors capitalize when your presence fades and capture your prospects
The difference between short-term ROI and long-term client value in marketing decisions
Simple accountability strategies to maintain consistent marketing activity and growth
And more!
Connect With Rebecca Hourihan:
rebecca@401k-marketing.com (mailto:rebecca@401k-marketing.com)
(619) 230 – 5464
401(k) Marketing (https://www.401k-marketing.com/)
LinkedIn: Rebecca Hourihan (https://www.linkedin.com/in/rebeccahourihan/)
LinkedIn: 401(k) Marketing (https://www.linkedin.com/company/401k-marketing/)
Facebook: 401(k) Marketing (https://www.facebook.com/401kMarketing/)
YouTube: 401(k) Marketing (http://www.youtube.com/@401kmarketing)
Schedule a meeting with 401(k) Marketing (https://calendly.com/401kmarketing)
31 Mar 2026
How Advisors Can Stay Relevant in a Changing World with Patrick Delaney (Ep. 58)
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.
Pat breaks down how demographic pressure, AI, and participant expectations are reshaping advisory work. More importantly, he explains why the qualities of great coaches, like curiosity, courage, and compassion, may matter more for advisors going forward than technical skill alone.
Listeners can expect insights on:
The rise of coaching-based communication in financial advice
Why younger investors seek emotional connection as much as expertise
How AI may change advisor responsibilities
The Grow framework for encouraging real behavior change
And more!
Resources:
The Next Wave of Advice (https://www.troweprice.com/financial-intermediary/us/en/insights/programs/next-wave-of-advice.html)
Connect With Patrick Delaney:
T. Rowe Price (https://www.troweprice.com/financial-intermediary/us/en/home.html)
LinkedIn: Patrick Delaney (https://www.linkedin.com/in/patrickmdelaney/)
Connect With Rebecca Hourihan:
rebecca@401k-marketing.com (mailto:rebecca@401k-marketing.com)
(619) 230 – 5464
401(k) Marketing (https://www.401k-marketing.com/)
LinkedIn: Rebecca Hourihan (https://www.linkedin.com/in/rebeccahourihan/)
LinkedIn: 401(k) Marketing (https://www.linkedin.com/company/401k-marketing/)
Facebook: 401(k) Marketing (https://www.facebook.com/401kMarketing/)
YouTube: 401(k) Marketing (http://www.youtube.com/@401kmarketing)
Schedule a meeting with 401(k) Marketing (https://calendly.com/401kmarketing)
About Our Guest:
Patrick Delaney is an insights director within U.S. Intermediaries – Advisor Engagement, the group focused on helping financial professionals understand and adapt to the changing face of wealth in the United States.
Patrick has been with T. Rowe Price since 2000, beginning in Retirement Plan Services. Prior to his current role, Patrick developed and delivered practice management content for financial professionals designed to help them learn, sell, and better serve their corporate retirement plan clients
Patrick earned a B.A. in economics from Gettysburg College. He is a Series 7 and 63 registered representative and state-registered broker-dealer.
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YouTube views
25,000
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Apple Podcasts (US)
5.0 / 5
4 ratings
Spotify
5.0 / 5
2 ratings
Podcast Authority Score: 52 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
46
Social presence
0
YouTube
76
Engagement
68
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