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The #1 Marketing Mistake Financial Professionals Are Still Making in 2025
Manage episode 485374676 series 3499154
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The way clients discover and choose financial professionals has evolved—and outdated marketing tactics just don’t cut it anymore.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:
- Why old-school marketing no longer works
- How short-form content builds visibility and trust
- The power of “done over perfect”
- Tips for growing your personal brand at scale
Tune in now to modernize your approach and future-proof your practice.
Have a question or comment for Bill? Drop him an email at: [email protected]
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Presented by Penn Mutual
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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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