Go offline with the Player FM app!
The 2025 Marketing Guide for Financial Advisors with Samantha Russell
Manage episode 463592926 series 3039185
In this episode, host Pierre Daillie dives into the essentials of marketing success with Samantha Russell, Chief Evangelist at FMG Suite. Samantha shares her expert insights on how financial advisors can thrive in a digital-first world, where competition is nationwide, and the rules of client acquisition are constantly evolving.
🔥 Key Topics Discussed:
The Changing Face of Marketing for Advisors
- Why a digital presence is non-negotiable in the era of $30 trillion in millennial-controlled assets.
- The importance of niche marketing and standing out in a crowded marketplace.
Strategies to Build a High-Converting Website
- The 5-second rule: how to grab visitor attention and convert leads fast.
- Creating engaging, hyper-targeted content that speaks directly to your ideal client.
The Role of AI and Social Search in Advisor Marketing
- How tools like ChatGPT and TikTok are transforming how clients find advisors.
- Practical tips for staying ahead in the AI-driven search era.
Leveraging LinkedIn for Business Growth
- Proven techniques for building meaningful professional relationships.
- Why comments are the secret sauce to LinkedIn success.
Events That Drive Engagement
- Memorable online and in-person event ideas that keep prospects talking.
- Tips to host impactful webinars and fun client gatherings.
The Power of Video Marketing
- How short, authentic videos can build trust and expand your reach.
- Creative ideas for content that resonates with clients and prospects.
📘 Resource Spotlight:
👉 FMG 2025 Marketing Guide for Financial Advisors
Discover 31 pages of actionable marketing strategies tailored for advisors.
📥 Download it here: 2025 Marketing Guide for Financial Advisors
✨ Key Takeaways:
🎙️ About Samantha Russell:
Samantha Russell is a marketing trailblazer with a passion for empowering advisors to excel in a competitive digital landscape. As Chief Evangelist at FMG Suite, Samantha has transformed how advisors approach growth through modern tools, strategies, and expertise.
📍 Connect with Samantha:
LinkedIn: Samantha Russell
FMG Suite: fmgsuite.com
219 episodes
Manage episode 463592926 series 3039185
In this episode, host Pierre Daillie dives into the essentials of marketing success with Samantha Russell, Chief Evangelist at FMG Suite. Samantha shares her expert insights on how financial advisors can thrive in a digital-first world, where competition is nationwide, and the rules of client acquisition are constantly evolving.
🔥 Key Topics Discussed:
The Changing Face of Marketing for Advisors
- Why a digital presence is non-negotiable in the era of $30 trillion in millennial-controlled assets.
- The importance of niche marketing and standing out in a crowded marketplace.
Strategies to Build a High-Converting Website
- The 5-second rule: how to grab visitor attention and convert leads fast.
- Creating engaging, hyper-targeted content that speaks directly to your ideal client.
The Role of AI and Social Search in Advisor Marketing
- How tools like ChatGPT and TikTok are transforming how clients find advisors.
- Practical tips for staying ahead in the AI-driven search era.
Leveraging LinkedIn for Business Growth
- Proven techniques for building meaningful professional relationships.
- Why comments are the secret sauce to LinkedIn success.
Events That Drive Engagement
- Memorable online and in-person event ideas that keep prospects talking.
- Tips to host impactful webinars and fun client gatherings.
The Power of Video Marketing
- How short, authentic videos can build trust and expand your reach.
- Creative ideas for content that resonates with clients and prospects.
📘 Resource Spotlight:
👉 FMG 2025 Marketing Guide for Financial Advisors
Discover 31 pages of actionable marketing strategies tailored for advisors.
📥 Download it here: 2025 Marketing Guide for Financial Advisors
✨ Key Takeaways:
🎙️ About Samantha Russell:
Samantha Russell is a marketing trailblazer with a passion for empowering advisors to excel in a competitive digital landscape. As Chief Evangelist at FMG Suite, Samantha has transformed how advisors approach growth through modern tools, strategies, and expertise.
📍 Connect with Samantha:
LinkedIn: Samantha Russell
FMG Suite: fmgsuite.com
219 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.