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.
As alternative investment products flood the market, Bruce discusses the state of play with Neil Menard, president of distribution at StepStone Private Wealth, a man with deep experience in this field.
Bruce is joined by a gaggle of InvestmentNews journalists, Emile Hallez, Gregg Greenberg and James Burton, to help him pick the bones out of an eventful year.
Bruce talks to esteemed guest and former InvestmentNews writer Mary Beth Franklin about the new wave of anxiety gripping clients regarding the state of their Social Security benefits.
Bruce sits down with Rich Hill, SVP and head of Real Estate Strategy & Research at Cohen & Steers for a chat about all things real estate and, in particular, a look at REITs, which have rebounded in spectacular fashion this year.