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 are a fiduciary, etc. to differentiate themselves. Join us as we discuss the importance of marketing data 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!
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