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:
Connect With Derek Notman:
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