Tag Archives: #SocialMedia

Episode 189 – Financial Literacy Amongst an Information Overload with Grace Salvino

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , ,

In this episode, we are joined by Grace Salvino, a Wealth Manager at the multi-generational independent RIA firm, Performance Wealth. Grace brings her insights into the misinformation the next generation of clients receives daily, working to promote accurate financial literacy and informed investment decisions.

They also discussed:

  • The misconception of becoming experts in finance through social media exposure.
  • Performance Wealth and its emphasis on transparency and hands-on involvement in investment decisions.
  • Compounding interest and the significance of starting investments early.
  • Grace’s personal motivation to see clients reach their financial goals at a younger age.
  • The importance of proactive financial planning, living within one’s means, and investing early.
  • Communication with next-gen and the need for open dialogues, face-to-face interactions, and personal contact over technology.

 

Resources: 

Performance Wealth

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Episode 100 – Achieving an Effective Marketing Strategy for Your Firm – With Susan Theder and Samantha Russell

Advisorpedia, Finance, Industry Innovators, IRIS Media Works, Power Your Advice, Uncategorized, , , , , , , , ,

At FMG Suite, Susan Theder acts as the Chief Marketing and Experience Officer and Samantha Russell acts as the Chief Evangelist. FMG Suite currently provides over 40,000 financial advisors and insurance agents with award-winning content and digital marketing tools to help them build their businesses, expand their influence, and strengthen relationships with customers.

Doug, Susan and Samantha addressed a grab bag of questions and scenarios Susan & Samantha are seeing in the marketplace today, and how they would recommend developing different marketing strategies for each. They provided their expert advice to three firms that hold widely common concerns.

Advice was aimed at:

  • A small advisory firm that wants to create content but lacks strategic digital marketing 
  • A firm focused on gaining creativity in their newsletters and articles
  • A solo advisor looking to capitalize on their video skills and thrive on social media channels

They also discussed:

  • Statistics on organic growth through digital marketing
  • The likelihood that wealthy individuals will share their advisor’s newsletters with others
  • The optimal length of videos to gain the most traction
  • Emergences in social media channels used by advisors

Resources: FMG Suite



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