Navigating Marketing Channels for Advisory Firms

To kick off February, Steven is joined by one of the top voices in marketing in the industry: Samantha Russell. Samantha shares from years of experience as a marketer how advisors can lean into tax planning to attract new clients without having to become a tax expert or get in trouble with compliance. Steven and Samantha both share stories of the impact that content creation can have and some of the best practices they've learned along the way. Samantha generously shares some tips that listeners can take action on right away and turn this interesting conversation into real value.