57. Innovative Marketing: Empowering Financial Advisors Through The Digital Referral Shift with Samantha Russell, Chief Evangelist at FMG Suite & Twenty Over Ten

Today’s episode of In The Suite with Samantha Russell is about creating your own momentum in the ever-changing world of technology, innovation, and social media. Samantha Russell is Chief Evangelist at FMG Suite & Twenty Over Ten, a leading SaaS company in financial services providing marketing automation and creative content for financial professionals. She’s a mother of two, a voracious reader, and an articulate communicator who has delivered over 600 presentations since 2015 about how to use digital marketing to grow your business. 

Samantha is a 2020 Honoree for the InvestmentNews 40 Under 40 award and was also named to the “10 to Watch” list by WealthManagement.com that same year. She has a B.S. Cum Laude in Organization Communication from Miami University and has a decade of experience, but appreciates being a student of life. 

“I’m a lifelong learner, I read incessantly, and I love to just learn,”

Samantha says.

As she puts it, There is nothing she finds more inspiring than being able to empower advisors to market themselves effectively and who are enjoying returns on their marketing investment…In The Suite. She boldly evolves with the social media platforms, breathing life and fresh air into everything she touches. 

Listen to Samantha’s episode to learn about examining who you’re targeting with your pricing, facing the hurdles of compliance, the art of storytelling, and so much more.

Join the conversation to hear about:

  • Hello and welcome Samantha (03:45)
  • How Samantha felt as an InvestmentNews 40 Under 40 award honoree (06:15)
  • What is a Chief Evangelist? (07:25)
  • An art and a science: Samantha’s approach to presentations (10:45)
  • Examining what’s marketable and who you’re targeting with your pricing (13:30)
  • Social media and marketing toward millennials (19:20)
  • The most important thing advisors needs to be focused on right now in terms of marketing and social media (19:10)
  • The art of storytelling: selling the experience and the relationship (25:15)
  • Are videos non-negotiable (27:20)
  • Claim and optimize your Google My Business listing (30:00)
  • Facing the hurdles of compliance (35:25)
  • Accepting criticism and putting yourself out there (42:35)
  • Samantha’s tip for including reviews on your website (45:15)
  • The class that Samantha would take right now (47:25)
  • How to get in touch with Samanatha (47:20)
  • What is Samantha’s book recommendation for 2021? (48:00)

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