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:

• Schedule an Asset-Map Demo
• Asset-Map 
• LinkedIn: Adam Holt
• LinkedIn: Asset-Map
• Facebook: Asset-Map

Connect With Derek Notman:

• Schedule a Call with Derek
• Conneqtor
• LinkedIn: Derek Notman
• LinkedIn: Conneqtor 
• Twitter: Derek Notman

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