There’s an old saying: “50% of marketing works. The trouble is, I don’t know which 50%.” Let’s unpack that and learn about your true return on investment.
To begin your calculations, you need to... Read More
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Sales & Marketing
BY Rebecca Hourihan | 5/5/2021
Thanks to COVID, most of our routines have changed. Those moments when we could stop, think and evaluate have been modified. As a personal example, I do my best thinking in the car and my best... Read More
BY Rebecca Hourihan | 4/29/2021
In a recent conversation, we asked an advisor client, “What’s your marketing plan?” They replied, “We don’t have one.”
If that sounds like your business today, no worries—you’re not alone. It was... Read More
BY Rebecca Hourihan | 1/14/2021
Now that we’ve closed the books on 2020, we get to welcome a new beginning. To help you on your marketing journey, let’s do some business planning, so that your business is ready for success in 2021... Read More
BY Rebecca Hourihan | 11/18/2020
Throughout our great nation, we have more than 30 million small businesses that employ over 34% of the American workforce. Those businesses equate to more than 44% of... Read More
BY Rebecca Hourihan | 10/21/2020
COVID-19 was either a period of intense business planning, strategy, focus and tenacity—or it was a Sleeping Beauty time warp. As the doors open once again and we emerge from this global pandemic,... Read More
BY Rebecca Hourihan | 10/15/2020
When I first got to college, I couldn’t cook. I knew a little bit about boiling water and making a sandwich, but that’s about all. As the semesters went on, my stomach started to growl from food... Read More
BY Rebecca Hourihan | 10/8/2020
A feedback loop is a process in which the outputs of a system are circled back and used as inputs. It is a classic chicken-and-egg scenario. It doesn’t matter which came first, as they are on a... Read More
BY Rebecca Hourihan | 10/1/2020
The new work-from-home economy may have been spawned by the Coronavirus pandemic, but get used to it because WFH is not going away. Now more than ever, your online presence needs to reflect your... Read More
BY Rebecca Hourihan | 8/20/2020
This year has been quite the whirlwind. With each passing month, we continue to see new measures, challenges and enhancements that consistently push us farther into a new world. It is inspiring to... Read More
BY Rebecca Hourihan | 7/9/2020
In the blink of an eye, we went from lighthearted face-to-face chats to six feet of separation, from boardroom meetings to strictly video-only conversations. For most of us, this is a new... Read More
BY Rebecca Hourihan | 6/18/2020
Remember the days when you would hail a taxi? Hoping desperately that their yellow light would be on and you would be their chosen passenger? Then once in the cab, you shared your address. With a nod... Read More
BY Rebecca Hourihan | 5/21/2020
If you’ve been waiting for a sign, this is it. Let’s trade social distancing for social media. Flatten the curve of employee education meetings to on-demand financial training. Use professional... Read More
BY Rebecca Hourihan | 4/16/2020
At some point every successful business has felt pain, whether it's not enough sales, internal team conflict, file disorganization, calendar overload or emotional fatigue—the list goes on and on.... Read More
BY Rebecca Hourihan | 4/2/2020
Have you ever accidentally ignored your clients? As your retirement plan business grows, we may become guilty of focusing more attention on new client activities rather than current client needs.... Read More
BY Rebecca Hourihan | 3/26/2020
Unexpected, high-energy intrusions cause panic, fear and anxiety. They command attention and can bottleneck an entire company. The chaos is expensive and kills profit margins—because fire drills... Read More
BY Rebecca Hourihan | 3/12/2020
Fee compression continues to plague our industry. It has cheapened years of experience, thousands of research hours, and millions of face-to-face participant stories, making advisory services a... Read More
BY Rebecca Hourihan | 3/4/2020
Each year, over 625,000 new business open their doors, according to SBA estimates. From coffee shops to fintechs, it starts with a motivated entrepreneur and a big dream.
In 2018, venture capital-... Read More
BY Rebecca Hourihan | 2/13/2020
Whether your state has a mandated retirement savings program or not, don’t be fooled—they’re coming.
In California, Connecticut, Illinois, Maryland, Massachusetts, New Jersey, New York,... Read More
BY Rebecca Hourihan | 11/14/2019
When your clients ask you for an introduction to an auditor, trust company, ERISA attorney or TPA, who do you recommend? Who are the specific people and companies? While you may have a great... Read More
BY Rebecca Hourihan | 8/15/2019
Ever have a great idea and just run with it? Whether it’s a new blog article, a lead generation email campaign, or a new prospect presentation deck, the creative lightbulb is burning at 3,000... Read More
BY NAPA Net Staff | 8/6/2019
Matt Foster has joined Franklin Templeton in a newly created role.
According to the firm, Foster will be joining as a National Retirement Consultant reporting to Yaqub Ahmed, Head of... Read More
BY Rebecca Hourihan | 8/1/2019
For many retirement plan advisors, the summer months are generally slow. But that doesn’t mean your marketing campaigns should take a vacation. Instead, automate them! Use this downtime to strengthen... Read More
BY Rebecca Hourihan | 6/27/2019
Is the Internet Your Friend or Foe?
Editor’s Note: This is the last of a three-part series focusing on ways to enhance your digital presence and be seen by more plan sponsor prospects.... Read More
BY Rebecca Hourihan | 6/20/2019
Editor’s Note: This is the second of a three-part series focusing on ways to enhance your digital presence and be seen by more plan sponsor prospects. Part 1, providing tips on using LinkedIn, can be... Read More
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