How Financial Planners Can Win with Marketing in 2025 | Samantha Russell

This week on the Financial Planner Life podcast, I sat down with Samantha Russell, one of the most respected voices in financial adviser marketing in the US.She shared insight after insight.Here’s one that really stuck with me:“Even if someone is referred to you, they’re still going to Google you. What they find next decides whether they pick up the phone – or move on.”That’s the shift.Referrals alone aren’t enough.Generic messaging doesn’t cut through.And your digital footprint? It’s your first impression – every single time.We spoke about:The real reason clients leave their advisers (hint: it’s not performance)Why financial planners must lean into video – even if it feels uncomfortableHow AI is changing the way people find their adviser (and what you can do about it)Practical ways to grow your presence on LinkedIn – without being salesySamantha’s coming to the UK this summer to run in-person marketing workshops for financial planners – and I’ll definitely be there.This isn’t theory. It’s what’s working right now.If you’re serious about growing your firm, building trust, and attracting the clients you really want to work with – this one’s worth your time.Download Samatha's free gift here.Financial Planner Life is sponsored by Redmill AdvanceWhether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.✅ Trusted by top UK firms👉 www.redmilladvance.com/fplBe sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning. Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? Drop Sam a message.