The #1 Marketing Mistake Financial Professionals Are Still Making in 2025

The way clients discover and choose financial professionals has evolved—and outdated marketing tactics just don’t cut it anymore.In this episode of the Life Matters Podcast by Penn Mutual, Bill Bell, VP of Advanced Sales, sits down with Samantha Russell, Chief Evangelist at FMG, to discuss how modern marketing is reshaping the financial services industry. From the rise of short-form video to the importance of authenticity and consistency, Samantha shares practical strategies to help financial professionals stay relevant and build trust in today’s digital world.In this episode, you’ll learn:Why old-school marketing no longer worksHow short-form content builds visibility and trustThe power of “done over perfect”Tips for growing your personal brand at scaleTune in now to modernize your approach and future-proof your practice.Have a question or comment for Bill?  Drop him an email at: [email protected] Follow UsTwitter @pennmutualFacebook @PennMutualInstagram @pennmutualLinkedIn @Penn MutualPresented by Penn Mutualwww.PennMutual.comThis podcast is for informational purposes. Guests’ views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state.7969832NS_MAY27  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.