Bruce and Jeff have an informative conversation with marketing whiz Samantha Russell, chief evangelist at financial adviser marketing firm FMG Suite. Samantha reveals major tricks of the trade when it comes to marketing across social media. She offers a get-started plan for advisers less familiar with social media platforms, as well as examples of some advisers already making major marketing moves.
Guest Bio:
Samantha is the Chief Evangelist at Twenty Over Ten and FMG Suite, a web development company that creates tailored, mobile-responsive websites for financial advisors. Samantha has spent the last 8 years empowering advisors to market themselves effectively online using digital tools. With a background in marketing, social media and public relations, Sam focuses on helping business owners understand the value of their online presence and connecting them with the marketing tools and digital solutions they need to effectively manage their brand and engage clients.
Bruce this week chats with Brad Bueermann, CEO and founder of FP Transitions, a leading consultancy for RIAs, on valuations, compensation and the repercussions of the Altruist deal.
Sol Gindi on how Advisor Gateway is giving financial advisors more time for what matters most.
Bruce this week chats with Andrew Cohen, InvestmentNews reporter, about Vanguard’s $4 billion purchase of Altruist and Schwab’s changing client referral program. What’s it mean for advisors?
Bruce this week chats with Robb Baldwin, founder and CEO of TradePMR, which Robinhood bought in 2024. What’s the firm’s strategy to expand as a custodian for RIAs?
