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/
The 401(k) Marketing Podcast
Claim This Podcastby Rebecca Hourihan
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Podcast Overview
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/
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Publishing Since
10/13/2020
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Recent Episodes
May 18, 2026
Why Your Marketing Is Quietly Costing You Clients (Ep. 58)
<p><span style="font-weight: 400;">Things can feel steady until they slowly start slipping without warning.</span></p> <p><span style="font-weight: 400;">What if the biggest risk to your growth isn’t what you’re doing, but what you’ve stopped doing?</span></p> <p><span style="font-weight: 400;">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.</span></p> <p><span style="font-weight: 400;">Key takeaways:</span></p> <ul> <li><span style="font-weight: 400;">How reducing marketing efforts slowly lowers visibility and weakens client mindshare over time</span></li> <li><span style="font-weight: 400;">Why clients don’t notice missed touchpoints, but still shift attention elsewhere</span></li> <li><span style="font-weight: 400;">How competitors capitalize when your presence fades and capture your prospects</span></li> <li><span style="font-weight: 400;">The difference between short-term ROI and long-term client value in marketing decisions</span></li> <li><span style="font-weight: 400;">Simple accountability strategies to maintain consistent marketing activity and growth</span></li> <li><span style="font-weight: 400;">And more!</span></li> </ul> <p><b>Connect With Rebecca Hourihan: </b></p> <ul> <li><a href="mailto:rebecca@401k-marketing.com"><span style="font-weight: 400;">rebecca@401k-marketing.com</span></a><span style="font-weight: 400;"> </span></li> <li><span style="font-weight: 400;">(619) 230 – 5464</span></li> <li><a href="https://www.401k-marketing.com/"><span style="font-weight: 400;">401(k) Marketing </span></a></li> <li><a href="https://www.linkedin.com/in/rebeccahourihan/"><span style="font-weight: 400;">LinkedIn: Rebecca Hourihan</span></a></li> <li><a href="https://www.linkedin.com/company/401k-marketing/"><span style="font-weight: 400;">LinkedIn: 401(k) Marketing</span></a></li> <li><a href="https://www.facebook.com/401kMarketing/"><span style="font-weight: 400;">Facebook: 401(k) Marketing</span></a></li> <li><a href="http://www.youtube.com/@401kmarketing"><span style="font-weight: 400;">YouTube: 401(k) Marketing</span></a></li> <li><a href="https://calendly.com/401kmarketing"><span style="font-weight: 400;">Schedule a meeting with 401(k) Marketing</span></a></li> </ul>
March 31, 2026
How Advisors Can Stay Relevant in a Changing World with Patrick Delaney (Ep. 58)
<p><span style="font-weight: 400;">Everything around advisors is moving fast, and Patrik Delaney has spent twenty-five years watching the industry shift under their feet. </span></p> <p><span style="font-weight: 400;">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.</span></p> <p><span style="font-weight: 400;">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.</span></p> <p><span style="font-weight: 400;">Listeners can expect insights on:</span></p> <ul> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">The rise of coaching-based communication in financial advice</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Why younger investors seek emotional connection as much as expertise</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">How AI may change advisor responsibilities</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">The Grow framework for encouraging real behavior change</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">And more!</span></li> </ul> <p><b>Resources:</b></p> <ul> <li><a href="https://www.troweprice.com/financial-intermediary/us/en/insights/programs/next-wave-of-advice.html"><span style="font-weight: 400;">The Next Wave of Advice</span></a></li> </ul> <p><b>Connect With Patrick Delaney:</b></p> <ul> <li><a href="https://www.troweprice.com/financial-intermediary/us/en/home.html"><span style="font-weight: 400;">T. Rowe Price</span></a></li> <li><a href="https://www.linkedin.com/in/patrickmdelaney/"><span style="font-weight: 400;">LinkedIn: Patrick Delaney</span></a></li> </ul> <p><b>Connect With Rebecca Hourihan: </b></p> <ul> <li style="font-weight: 400;" aria-level="1"><a href="mailto:rebecca@401k-marketing.com"><span style="font-weight: 400;">rebecca@401k-marketing.com</span></a><span style="font-weight: 400;"> </span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">(619) 230 – 5464</span></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.401k-marketing.com/"><span style="font-weight: 400;">401(k) Marketing </span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/rebeccahourihan/"><span style="font-weight: 400;">LinkedIn: Rebecca Hourihan</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/company/401k-marketing/"><span style="font-weight: 400;">LinkedIn: 401(k) Marketing</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.facebook.com/401kMarketing/"><span style="font-weight: 400;">Facebook: 401(k) Marketing</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="http://www.youtube.com/@401kmarketing"><span style="font-weight: 400;">YouTube: 401(k) Marketing</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://calendly.com/401kmarketing"><span style="font-weight: 400;">Schedule a meeting with 401(k) Marketing</span></a></li> </ul> <p><b>About Our Guest:</b></p> <p><span style="font-weight: 400;">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. </span></p> <p><span style="font-weight: 400;">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</span></p> <p><span style="font-weight: 400;">Patrick earned a B.A. in economics from Gettysburg College. He is a Series 7 and 63 registered representative and state-registered broker-dealer.</span></p> <p> </p>
March 10, 2026
Winning the Visibility War with Video Marketing with Laura Garfield (Ep. 57)
<p><span style="font-weight: 400;">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?</span></p> <p><span style="font-weight: 400;">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 how AI-generated content is flooding the market, why authentic storytelling still wins, and how advisors can measure ROI beyond vanity metrics. Laura also shares her 3-2-1 Countdown framework for creating effective video and practical ways to start without becoming a full-time content creator.</span></p> <p><span style="font-weight: 400;">Laura shares key insights:</span></p> <ul> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Why AI-generated “slop” is crowding digital platforms and raising the bar for authentic content</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">How personal stories and lived experiences help advisors stand out from automated marketing</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">The 3-2-1 Countdown framework: Prepare, Record, Convert for an effective video strategy</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Hard vs soft metrics to evaluate ROI, from engagement data to client feedback</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Why starting with one strong homepage video can anchor an entire marketing plan</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">And more!</span></li> </ul> <p><b>Resources:</b></p> <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://www.amazon.com/Find-Your-Finfluence-Financial-Advisors/dp/B0FCYH9GK9"><span style="font-weight: 400;">Find Your #Finfluence: A Financial Advisor’s Guide to Stand Out & Succeed with Video by Laura Garfield</span></a></li> </ul> <p><b>Connect With Laura Garfield:</b></p> <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/lauragarfield/"><span style="font-weight: 400;">LinkedIn: Laura Garfield</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="mailto:laura@ideadecanter.com"><span style="font-weight: 400;">laura@ideadecanter.com</span></a><span style="font-weight: 400;"> </span></li> <li style="font-weight: 400;" aria-level="1"><a href="https://ideadecanter.com/"><span style="font-weight: 400;">Idea Decanter</span></a></li> </ul> <p><b>Connect With Rebecca Hourihan: </b></p> <ul> <li style="font-weight: 400;" aria-level="1"><a href="mailto:rebecca@401k-marketing.com"><span style="font-weight: 400;">rebecca@401k-marketing.com</span></a><span style="font-weight: 400;"> </span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">(619) 230 – 5464</span></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.401k-marketing.com/"><span style="font-weight: 400;">401(k) Marketing </span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/rebeccahourihan/"><span style="font-weight: 400;">LinkedIn: Rebecca Hourihan</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/company/401k-marketing/"><span style="font-weight: 400;">LinkedIn: 401(k) Marketing</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.facebook.com/401kMarketing/"><span style="font-weight: 400;">Facebook: 401(k) Marketing</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="http://www.youtube.com/@401kmarketing"><span style="font-weight: 400;">YouTube: 401(k) Marketing</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://calendly.com/401kmarketing"><span style="font-weight: 400;">Schedule a meeting with 401(k) Marketing</span></a></li> </ul> <p><b>About Our Guest:</b></p> <p><span style="font-weight: 400;">Laura Garfield spent her teenage years idolizing Jane Pauley and Katie Couric. A thirst for learning and a love of writing had her hooked on broadcast journalism – where you didn’t have to know everything except how to ask the right questions. After graduation, Laura landed her first news gig at a tiny TV station in Hastings, Nebraska. Over the span of more than a decade, she worked her way up through stations in Omaha and New Orleans to a position at CBS News in New York and then CNN in Atlanta. </span></p> <p><span style="font-weight: 400;">Along the way, she has written a book, worked as a foreign correspondent, and has lately been drawn to the emerging possibilities of digital storytelling. Instead of a company relying on a big ad spend, with the Internet, you can be a broadcaster of your own brand. Laura believes that all you need to pull it off is a talented content marketing team (like Idea Decanter!) to help you craft your message.</span><b></b></p>
59 total episodes available
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