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.
Learn how independent advisors can move beyond income and build a wealth management practice worth owning
Bruce chats with veteran industry attorney Brian Rubin of Eversheds Sutherland about potential changes in the enforcement process FINRA uses to regulate broker-dealers.
Osaic President and Head of Advisor Growth and Engagement Shannon Reid discusses the AI revolution, creating client confidence, her recent move from Raymond James, and her love of soccer with InvestmentNews’ Managing Editor James Rogers.
Bruce this week chats with Jason Kephart, Morningstar analyst and former InvestmentNews reporter, about the state of the alternative investment industry, including new developments at the fund tracker.
