How can financial advisors best leverage AI to revolutionize their digital marketing efforts?

In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, welcomes Samantha Allen, Senior Vice President of Digital Marketing at Carson Group, to explore the intersection of digital marketing and the financial services industry. Samantha shares her unique journey from advertising agencies to financial services, emphasizing the importance of social media, compliance, and AI in marketing strategies. Samantha shares her journey from agency life to a key role at Carson Group and valuable insights into effectively using AI tools like ChatGPT while also emphasizing the importance of human connection in a digital world and offers practical tips on balancing professionalism with authenticity.

Samantha discusses: 

• Her journey from agency work to leading digital marketing at Carson Group
• The importance of human connection and authenticity in digital marketing
• How she uses AI tools like ChatGPT to streamline content creation, allowing more time for strategic tasks
• How advisors can utilize AI to their benefit and what pitfalls to avoid
• How a good compliance team can actually help you innovate in a regulated industry
• Why advisors should focus on actionable metrics like website analytics and source reports to drive digital strategy
• What resources Carson makes available to our partners and those within our ecosystem
• Why advisors need to reframe their thinking when it comes to digital marketing
• And more

Tune in to learn how you can enhance your digital marketing efforts and create meaningful connections in the financial services industry.

Resources:

• Excell 2024: The Advisor Growth Conference
• Carson Group: Marketing Monitor
• The Mitlin Money Mindset Podcast: The Digital Debrief with Samantha Allen, Episode #167 

Connect with Ana Trujillo Limón: 

• Carson Group LLC
• LinkedIn: Ana Trujillo Limón

Connect with Samantha Allen:

• The Digital Debrief
• LinkedIn: Samantha Allen

About Our Guest: 

Samantha Allen is a digital marketing expert with ten years of experience in integrated advertising. Sam is never short on ambition to tackle new and challenging projects and always has fresh ideas to contribute. She is an experienced leader who has a strategic understanding of the digital marketing landscape and a passion for innovation.

In Samantha’s free time, she loves running, reading, hanging out with her golden retriever, and cheering for the Nebraska Cornhuskers!

Send us your questions, we’d love to hear from you! Email us at [email protected].