Achieving an Effective Marketing Strategy for Your Firm with Susan Theder and Samantha Russell

Welcome to our 100th Episode!

At FMG Suite, Susan Theder acts as the Chief Marketing and Experience Officer and Samantha Russell acts as the Chief Evangelist. FMG Suite currently provides over 40,000 financial advisors and insurance agents with award-winning content and digital marketing tools to help them build their businesses, expand their influence, and strengthen relationships with customers.

Doug, Susan and Samantha addressed a grab bag of questions and scenarios Susan & Samantha are seeing in the marketplace today, and how they would recommend developing different marketing strategies for each. They provided their expert advice to three firms that hold widely common concerns.

Advice was aimed at:

  • A small advisory firm that wants to create content but lacks strategic digital marketing 
  • A firm focused on gaining creativity in their newsletters and articles
  • A solo advisor looking to capitalize on their video skills and thrive on social media channels

They also discussed:

  • Statistics on organic growth through digital marketing
  • The likelihood that wealthy individuals will share their advisor’s newsletters with others
  • The optimal length of videos to gain the most traction
  • Emergences in social media channels used by advisors

Resources: FMG Suite

Related: Lead Generation for Financial Advisors: 10 Tested Tips to Generate Leads