Rethink. Financial Advice Podcast: Ignore Marketing Data at Your Own Peril Featuring Samantha Russell

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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 are 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!