Ignore Marketing Data at Your Own Peril Featuring Samantha Russell (Ep 44‪)‬ Rethink. Financial Advice

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 industryHow there are lots of gaps on what clients are getting versus what they are looking for and expectingWhat about your business is marketable?Why Health & Wealth content is so much more interesting and consumable content for people than market updatesBringing a more sensory experience to your clients with their moneyBeing the Canyon Ranch of financial wellness for your clientsAnd lots more!
Resources:
Fidelity Investments 2022 Investor Insights Study Edelman Financial Engines StudyHow to include your fees on your website -best practices blog postConnect with Samantha Russell on LinkedInFollow Samantha Russell on TwitterLearn more about FMG for AdvisorsFollow RethinkFA on LinkedIn
Connect With Adam Holt:
Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-Map
Connect With Derek Notman:
Schedule a Call with DerekConneqtorLinkedIn: Derek NotmanLinkedIn: Conneqtor Twitter: Derek Notman
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