Samantha Russell’s Post

What marketing tactics are working the best right now for advisors to actually produce growth? I surveyed my friends on social media, and the answers were soooo good (and specific). Here's some of what I heard👇 🤝 Hosting client events Emory G. Hendrix Jr., AAMS® has found A LOT of success hosting events! In fact, 90% of his new business comes from client introductions and client events. If you haven't already - give webinars a try. Webinars are a low-cost, low-lift type of event that works so great because you can invite anyone, anywhere - and ask them to bring a friend!- yet only 24% of advisors have ever hosted a webinar. 🎥 Create video You know I ❤️ video marketing! And it’s working for Mike Zung, CFP®, founder of Java Wealth Planning, LLC, as well. He has found most of his success on YouTube (not surprising - Youtube is the second largest search engine, and people who aren't yet connected with you have a MUCH better chance of finding your video there). Video is an incredible way to provide information in an engaging way. 📱 Social media With an astounding 4.9 billion people on social media, you don't need me to tell you it's a great way to build an audience. And Dustin DeFranco, founder of DeFranco Financial, has found a lot of success on Facebook and community involvement. He sponsors local teams and then connects those community sponsorships to his social media posts - getting great engagement on his posts. It’s a great way to support your local community while also building your own brand. (click over to the article to see how he does it) 📧 Email marketing Jeremy Walter, founder of Fident Financial, LLC, uses weekly emails as a way to build trust and provide value to prospects and clients. The ROI of email is incredible, as you can reach thousands of people with a single click! And according to a recent YCharts report, it’s the preferred method of communication for most clients (If you have trouble with weekly email marketing - check out FMG 's "Do It For Me" Marketing program - Susan Theder and I write weekly emails for you to use as-is OR edit and make your own) 🎙️ Podcasts Ryan Burklo, WMCP®, RICP®, RICP® and Alex Collins, ChFC ®, CFP ®'s podcast “Beer and Money” is described on their site as a “financial fireside chat.” What I love about podcasts is the conversational manner. It’s a fun way to connect with your audience while teaching them something. Don't have a podcast of your own? Try appearing as a guest on other's podcasts. Rubin Miller, CFA of Peltoma Capital Partners appeared on 3 podcasts and got three new booked prospects from that alone in 3 months! So now I'm dying to know - where have you found the most success in your marketing? #FinancialPlanning #FinancialMarketing #InvestmentManagement https://lnkd.in/eATQbxFC

We’ve been traveling through Europe over the past week and having the very best time! So far we’ve done: 📍Colmar, France 📍Lucern, Switzerland 📍Lake Como (Tremezzo), Italy Next Up: The Swiss Alps & Germany! These kids have been the absolute best little travelers and I’m so proud of them. If you’d like to dollow along, my 8 yr old son Hudson and I created a family instagram travel account- @jollygoodtravel. You can follow us there to see all the places we go, plus tips on where to stay, eat, visit and tips for traveling Europe with kids! Three tactics working for us: 1. Find lots of playgrounds and open space. Slow down and talk to other local parents. 2. Give your kids a “good traveler budget”. For every day their behavior meets your expectations, they get a set amount of money that they can use on whatever they want. They can save it up for bigger souveniors or spend it on smaller treats- up to them! 3. Bring grandparents and Aunts/Uncles along! 😉 Travel Account: https://lnkd.in/e7DzB3Xz

In the almost 10 years I have been presenting, I have NEVER seen an audience chat like this one 😍 Last week, we hosted the FMG NEW ERA tour - and IT. WAS. INCREDIBLE. 🎉 (If you were there, I'd love to know! - leave a comment below and tell me what your favorite part was. We still have a bit more swag to give away! 😉 ) Almost 2,000 advisors joined us to see all the new features, tools and 1:1 marketing services we now offer at FMG. We had swag and prizes and 3 GRAND PRIZES of 1 hour marketing consultations/audits with me, Susan Theder and Elise L. The best part, by far though, was the audience interaction. If you host seminars, webinars or workshops - you know the #1 thing you want is audience engagement. And this group of attendees that joined us BROUGHT THE FUN 😆 You'll are the best! 🙌 I feel so lucky that this is my JOB. ❤️ If you missed the event but want to see a replay just let me know - we got you! 🛫 Now, off to the airport for 2 weeks in Europe with 3 little kids! Wish me luck haha

The Goal of your marketing is to connect with the RIGHT people. NOT a million people When a magnet 🧲 works, it will repel AND attract. So many business owners are trying so hard not to repel anyone with their messaging and marketing ...... they end up attracting no one either.

What Should Financial Advisors Post on Social Media? Here are 10 Content Ideas Proven to get Engagement (that work for Blogs, Podcasts, Videos or Posts) 👇 1. Your take on recent news headline 2. Summarize impact of news 3. Interview an Expert 4. Answer very specific question 5. Q & A w/ team member 6. Should I do X or Y? 7. How to X 8. Listicle 9. What is the difference between X & Y 10. Top Mistakes X make 🔴 Already have a blog, podcast or video that follows the format of one of these, but need help turning it into a stand-alone, zero-click social post? Share it in the comments below and I'll help you write a post to repurpose your content as a great social post! And if you'd love to learn more about how we at FMG can help you with your content marketing - join us tomorrow at 2 PM for "FMG's New ERA: See what the Buzz is all about" I"ll be going LIVE with Susan Theder and we'll be showing you FMG’s wildly popular "Do It For Me" content marketing program + a ton of our other new tools and features that have advisors buzzing (and getting results!) Content Featured in this video from: Nick Maggiulli Taylor Schulte, CFP® The Financial Gym Benjamin Brandt CFP® Kyle Moore, CFP® Chad Chubb CFP®, CSLP® Nic Nielsen, CFP®, CLTC® Rianka Dorsainvil, CFP® Lazetta Rainey Braxton, MBA, CFP® Larry Heller, CFP®, CDFA®, CPA

My 6 year old daughter Grace wanted nothing more than tickets to Taylor Swift for her birthday. Unfortunately, I didn't make that happen -- but I DID throw her a Taylor Swift- themed birthday party instead, complete with bracelet-making, glitter makeup stations, and me leading fifteen 6 year olds in a choreographed dance routine 😂 Besides, it may have been madness to get tickets to Taylor Swift's Eras Tour.... But the real can’t-miss event this year is… 🥁 🥁 🥁 ....The NEW ERA at FMG! 😉 Over the last year, anytime I have demo'd FMG 's platform... I get comments like "Wow I didn't know you had that feature!" or "It's been a few years since I've taken a look at the platform - this is amazing!" So Susan Theder and I decided this new era at FMG deserved it's own show. 🎤 We will be taking the stage LIVE on Thursday for a completely fun and different event (and I may even let my daughter Grace pop on camera in her glitter and say "Hi" for her own Swiftie ERAs moment! ha). We will pull back the curtain on FMG’s wildly popular features that have advisors buzzing (and getting results!). We'll have SWAG and PRIZES plus live Q & A on all your burning marketing questions. Join for your all-access pass to see: 💥 AI tools you can use to create content, right on your phone 💥 Video features that make sharing videos a breeze 💥 Marketing drip campaigns getting the attention of prospects 💥 Content strategies with eye-popping ROI 💥 Website shortcuts to make your life so much easier PLUS see how we make it easy to: - Host webinars & events with pre-made slide decks, landing pages and invites - Integrate Canva images into your posts - Start making Instagram Reels - Turn on automations to never miss client milestones (like birthdays) - Always have an email or social post ready to go out to clients when news breaks Whether it's been a while since you've taken a look at FMG or you use it but need refresh on all the amazing tools and content now included -- this is for you! 🎟️Secure your virtual front-row seat now! https://lnkd.in/eUVYr7Me Karissa Hinton Scott White Dave Christensen Julie Johnson Tina Powell Matt Halloran Diana Cabrices Stephanie Heath April Rudin

🛑 Stop asking for visitors to provide their phone number on your website when downloading an ebook, guide, one-pager, etc. This is one of the quickest ways to DECREASE ↘ conversions. WHY? These are all SECONDARY CTAs 👉 What is a "secondary CTA"? Its a way to capture website visitors who are NOT YET READY to book a time to meet with you or talk to you by phone - its why we add: - ebooks - downloads - guides - quizzes to our websites - a way to capture emails so that we can start "dripping" great information on these folks over time. ✅ For these type of lead-generation tools, Ask for: 1. name and 2. email That's it. Asking for a phone number is the fastest way to reduce conversions (or, to get a whole bunch of fake phone numbers). If someone wanted to talk to you - they would schedule a time on your calendar, fill out your "connect with us" form, or..... pick up the phone and call you themselves. You can tell from the 1 minute clip below 👇 that I'm just a TAD bit passionate about this. If you are looking for more practical tips on how to move away from hard selling and instead use inbound marketing to drive qualified leads to seek YOU out - then add this episode from the ProudMouth Advisor Marketing podcast to your queue. ✏ Susan Theder and Matt Halloran shared so many great tactics - you will definitely have to get your pencils out and take notes on this one. Kirk Lowe FMG ProudMouth #wealthmanagement #websitedesign #copywritingtips

For the first time since 2020, the number of Americans with an estate plan has DECLINED. Today, just 32% of Americans have an estate plan, down from 38% a year ago Why? The Top reasons for NOT having an estate plan: 🔸 Procrastination (43%) 🔸 Believing they didn’t have enough assets (40%) ^ And this misconception of "not having enough assets" has RISEN from 33% in 2022 to 35% in 2023. At the same time, estate planning is highly desired by families of all income levels. The Spectrem Group found: 🔸 While Almost ALL clients (93%) expect to receive estate planning assistance from their advisor, 🔸 Less than 1/4 report receiving it (22%) *Data comes from Caring.com’s 2024 Wills and Estate Planning Study. 👉Record numbers of baby boomers and business owners are retiring. 👉An estimated $30 trillion in wealth will transfer between generations. 👉The Gift and Estate Exemption Clock Is Ticking for 2 Million Families as the generous exemption limits from the 2017 Tax Cuts & Jobs Act will sunset at the end of 2025. 🚨Right now is the perfect time to create messaging and actively market your estate planning services to clients. Tomorrow at 2 PM Eastern, I'm hosting a workshop with FMG and Tim White and Danny Lohrfink of Wealth.com on "The Biggest Marketing Opportunity for Advisors: How to Capitalize on the Growing Demand for Estate Planning" You'll learn: 1. How new technology like Wealth.com is enabling advisors to incorporate much more robust estate planning into their practices - in a way that is memorable and marketable 2. How to market your estate planning services in a way that helps differentiate your firm and attracts the types of clients you most want to serve All who register will also get a 4 part estate planning email drip campaign that you can use (with any email system) to send to both prospects and clients: Register: https://lnkd.in/e2y8c9d4 #estateplanning #wealthmanagement #financialplanning

Write like people talk. Skip the fluff Most Americans tend to read at an 8th or 9th grade level. And when we are scanning messaging online, we read even faster, scan more often, and focus on only that which we understand. ❌Our robust process integrates all elements of your holistic, comprehensive financial plan into one place ✅ Investments, tax planning, budgeting, insurance; clients tell us the thing they find most helpful about working with us is that that we play point on it all. Most people will read the first example and walk away unable to explain what your value is. Not the same case with the second. The second is WAY better. Remember, you know your clients. You know how they speak. Use THEIR words. Write so that a 6th grader could read it and “get it”. If you want an easy way to see what "grade level" your writing is, you can check the Flesch Kincaid level of your writing. (The Flesch–Kincaid readability tests are standard tests designed to indicate how difficult text in English is to understand) Here's how: --> Copy and paste the text into Word. --> Select the Home tab. --> Choose Editor, and then go to Document stats. --> A dialog box will appear letting you know Word is calculating your document stats. Choose OK. #copywriting #websitedesign #contentmarketing