Discover why outdated marketing tactics aren’t cutting it—and what financial pros can do to connect, build trust, and grow in a digital-first world.
The way clients discover and choose financial professionals has evolved—and outdated marketing tactics just don’t cut it anymore.
In this episode of the Life Matters Podcast by Penn Mutual, Bill Bell, VP of Advanced Sales, sits down with Samantha Russell, Chief Evangelist at FMG, to discuss how modern marketing is reshaping the financial services industry. From the rise of short-form video to the importance of authenticity and consistency, Samantha shares practical strategies to help financial professionals stay relevant and build trust in today’s digital world.
In this episode, you’ll learn:
Tune in now to modernize your approach and future-proof your practice.
Have a question or comment for Bill? Drop him an email at: LifeMatters@PennMutual.com
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Presented by Penn Mutual
www.PennMutual.com
This podcast is for informational purposes. Guests’ views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state.
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