How Financial Planners Can Win with Marketing in 2025 | Samantha Russell

This week on the Financial Planner Life podcast, I sat down with Samantha Russell, one of the most respected voices in financial adviser marketing in the US. She shared insight after insight. Here’s one that really stuck with me: “Even if someone is referred to you, they’re still going to Google you. What they find next decides whether they pick up the phone – or move on.” That’s the shift. Referrals alone aren’t enough. Generic messaging doesn’t cut through. And your digital footprint? It’s...