Ignore Marketing Data at Your Own Peril Featuring Samantha Russell (Ep 44)

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 LinkedInConnect With Adam Holt:Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapConnect With Derek Notman:Schedule a Call with DerekConneqtorLinkedIn: Derek NotmanLinkedIn: Conneqtor Twitter: Derek Notman Hosted on Acast. See acast.com/privacy for more information.