Top Advisor Marketing Podcast Turning Education Into Trust: How Advisors Can Win Clients With Carrie Roso (Ep. 498)
Let’s face it — nobody wants to be sold to.
But you know what people love? Learning something that changes their perspective and adds real value to their lives. That’s how relationships are built.
In this episode of the Top Advisor Marketing Podcast, Matt Halloran talks to Carrie Roso—Director of Marketing at FMT Solutions—about how financial advisors can turn education into their most powerful client acquisition tool. This is about delivering real value through authentic, long-form workshops that leave attendees saying, “Wow, I trust this person.”
Tune in, and discover how to reach more clients and ignite strong relationships by positioning yourself as a credible source in your community.
Matt and Carrie discuss:
- Why giving away value is the smartest way to grow your business
- Tips for becoming a confident, engaging presenter — even if public speaking isn’t your thing
- Why FMT’s model boasts an impressive 80% conversion rate from attendees to one-on-one appointments
- The role of predictive targeting
- Why you should be charging for your workshops
- And more
“Just trust the process, be authentic, give it away.” ~Carrie Roso
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About Our Guest:
Carrie Roso is the Director of Marketing at FMT Solutions, where she leverages over 20 years of experience in financial services and technology to connect fiduciary advisors with clients through education-driven strategies.
Previously, she led transformative initiatives at Umpqua Bank, including launching a top-performing mobile app and modernizing the brand with a popular podcast.
Carrie holds a master’s in strategic communications from the University of Oregon and excels in crafting impactful marketing campaigns that drive engagement and growth.