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

Financial Planner Life Podcast · Apr 10, 2025 · 41m · transcript

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 your first impression – every single time.

We spoke about:

The real reason clients leave their…