In this episode, Jack Sharry talks with Samantha Russell, Chief Evangelist at FMG Suite, and Matt Nollman, VP of Marketing at LifeYield. The two share their expertise on all things digital communication. 

Six years ago, Samantha’s husband stumbled upon a problem with seemingly no solution. Every advisor at a firm had an identical web presence. So he created Twenty Over Ten, an easy-to-use website platform for financial advisors. Sam hopped on board to lead sales and marketing and when Twenty Over Ten sold to FMG Suite, Sam shifted to Chief Evangelist, or, as she likes to think of it, Chief Educator.

Matt began his career in tech startups before joining LifeYield and working to expand the company’s digital reach and online presence. Matt also aligned LifeYield’s marketing and sales with its strongest revenue stream and spearheaded LifeYield’s shift into enterprise. Both Samantha and Matt understand the importance of reaching people through effective communication and taking digital risks. 

Samantha, Matt, and Jack discuss why advisors should become educators, why marketing can no longer be an afterthought, and the most impactful (and surprising) marketing strategy for firms, advisors, and beyond.

"Digital marketing no longer should be a line item that kind of gets whatever is leftover in your budget. If you want to grow and grow intentionally and find the clients that will be the best fit for your business, you need to put your money where your mouth is. We see a lot of financial advisory firms, the average is spending 1 to 2 percent of revenue per year on their marketing budget. But the growth firms, the firms that are actually adding new clients more than they’re losing them, they’re spending about 5 to 10 percent.” ~ Samantha Russell 

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