Podcast: Rethink. Financial Advice (LS 31 · TOP 5% what is this?)
Episode: Ignore Marketing Data at Your Own Peril Featuring Samantha Russell (Ep 44)
Pub date: 2023-04-05

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Financial advisors rely on data to help their clients, but what happens when they ignore marketing data when it comes to growing their business? The advice & investment management industry & profession is at a pivotal point since they are fungible and hard for consumers to differentiate one advisor from another. There’s no longer an easy button for advisors to say they're a fiduciary, etc. to differentiate themselves. Join us as we discuss this and more with special guest and marketing expert Samantha Russell.

Samantha, Adam & Derek discuss:

• The pivotal moment for our industry
• How there are lots of gaps on what clients are getting versus what they are looking for and expecting
• What about your business is marketable?
• Why Health & Wealth content is so much more interesting and consumable content for people than market updates
• Bringing a more sensory experience to your clients with their money
• Being the Canyon Ranch of financial wellness for your clients
• And lots more!

Resources:

• Fidelity Investments 2022 Investor Insights Study 
• Edelman Financial Engines Study
• How to include your fees on your website -best practices blog post
• Connect with Samantha Russell on LinkedIn
• Follow Samantha Russell on Twitter
• Learn more about FMG for Advisors
• Follow RethinkFA on LinkedIn

Connect With Adam Holt:

• Schedule an Asset-Map Demo
• Asset-Map 
• LinkedIn: Adam Holt
• LinkedIn: Asset-Map
• Facebook: Asset-Map

Connect With Derek Notman:

• Schedule a Call with Derek
• Conneqtor
• LinkedIn: Derek Notman
• LinkedIn: Conneqtor 
• Twitter: Derek Notman

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The podcast and artwork embedded on this page are from H. Adam Holt, CFP and Derek N.H. Notman, CFP, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.