Strategic Marketing Techniques for Financial Advisors with Samantha Russell

Episode 068: Marketing is about providing value, building relationships, and earning trust. Financial advisors who want to stand out focus less on selling and more on serving. One of the most effective ways to do this is by creating content people want to engage with, whether blog posts, newsletters, social posts, podcasts, or videos.

In this episode, Kyle Van Pelt talks with Samantha Russell, Chief Evangelist at FMG Suite. Samantha teaches financial advisors how to utilize digital marketing strategies to produce exponential growth through website development, content marketing, SEO, social media, and video. Her cutting-edge thought leadership is recognized throughout the financial services industry and led to her being named to Investment News 40 Under 40, ThinkAdvisor "Luminary" and Wealth Management Top Ten to Watch.

Kyle and Samantha talk about strategic marketing techniques for financial advisors. They discuss the power of content marketing, the importance of consistency in the marketing process, and the impact of providing value beyond financial advice.

In this episode:

• [03:10] - Samantha's money moment
• [05:47] - Samantha's transition from sales to marketing
• [08:24] - How marketing tactics have changed over time
• [11:34] - How new RIAs can stand out
• [16:02] - How to scale marketing efforts
• [20:07] - Choosing the right CRM
• [22:22] - Effective marketing strategies
• [25:25] - The power of in-person events
• [28:02] - Samantha's outlook on the future of the industry
• [35:21] - Milemarker Minute

Key Takeaways

• An effective marketing strategy offers value first before asking for anything in return.
• Marketing takes time and consistent effort, but when done right, it can lead to a steady stream of qualified leads.
• Content marketing is a powerful tool for attracting and nurturing prospects.
• Hosting in-person events that offer value creates meaningful connections on a personal level.

Quotes

[06:39] - "One of the biggest ways any firm can become a trusted source, where someone will take the phone call or the sales meeting first, is to give something of value away before you ask. I always say give, give, give, then ask." ~ Samantha Russell

[09:45] - "AI has completely changed the game of how people get information. SEO is probably the thing that's Wild West the most, more than anything else." ~ Samantha Russell

[28:33] - "Content is going to become even crazier, and the tools that we use to service clients are going to become so hyper-productive. We are going to go back to thinking about experiences because so many other things are going to become commodities, and the experiences are going to become crucial." ~ Samantha Russell

Links 

• Samantha Russell on LinkedIn
• FMG Suite
• Salesforce
• Wealthbox 
• Redtail Technology
• Rubin Miller
• Peltoma Capital Partners
• How to Talk So Kids Will Listen & Listen So Kids Will Talk

Connect with our hosts

• Milemarker.co
• Kyle on LinkedIn