In this webinar, Shauna Mace of SEI and Samantha Russell of FMG Suite shared the top marketing tips for developing a solid growth strategy for your business in 2022.

1. Developing a Solid
Growth Strategy for 2022
Based on the Top Marketing Trends & Business Opportunities
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2. Samantha Russell
Chief Evangelist, FMG Suite
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@SamanthaTwenty
/samanthacrussell
twentyoverten.com

3. Shauna Mace
Head of Practice Management, Independent
Advisor Solutions by SEI
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/shaunamace
seic.com

4. 🎊 Top Marketing
Opportunities in 2022
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1. Have a Spokesperson(s)
● Visibility comes from thought leadership
● Get them on camera
● People connect with people, not brands
● Modern day networking happens ONLINE
○ Twitter = speaking opps/quotes in pubs
○ LinkedIn = find talent/network with peers
○ Facebook = local community
○ Youtube = get found

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2. Great Wealth Transfer
● Cerulli Associates estimates $68 trillion will
move between generations within 25 years.
● Studies suggest that 80%+ look for a new
financial advisor after inheriting parents’
wealth.
Source:
https://www.cnbc.com/2019/10/21/what-the-68-trillion-gr
eat-wealth-transfer-means-for-advisors.html

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2. Great Wealth Transfer - Already Happening
👉In 2007/2008:
- 21% of $25MM+ folks attributed some
of their wealth to Inheritance.
- 22% of $5M -$25MM attributed some of
their wealth to Inheritance
👉By 2020:
- 66% (🤯!) of the $25 Million+ group
cited Inheritance as important to their
wealth creation
Source:
https://advisorpedia.com/research/generational-transfer
-of-assets-is-now/

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2. Great Wealth Transfer - Already Happening
👉20% of those w/ $25 Million+ want their advisor to establish relationships
with their children when they are as young as 18.
IDEAS
👉 Offer free planning to clients’ kids through age 26
👉 Create College Grad 🎓 Package (1 year subscription or
multiple appointments over a set period of time)
👉 Establishing relationships early is key
Source:
https://advisorpedia.com/research/generational-transfer
-of-assets-is-now/

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3. Alternative Com Channels
📹 Youtube
📷 Instagram
- SEO benefits
- pennies on the dollar to run ads (Youtube)
- Video makes us feel more connected

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4. Be A One-Stop Shop
➡ 92% expect tax planning advice, only 25% report actually
getting it
➡ 96% expect wealth transfer advice, only 24% get it
💡 Takeaways:
1⃣ People want 1 Provider/Point of Contact for everything.
2⃣ So much marketing opportunity for advisory firms who offer
Integrated Services in-house - ESPECIALLY taxes.
Source: https://advisorpedia.com/research/expectations-investors-and-advisors-have-differ/

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Examples

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5. Incorporate Social Proof
Testimonials & Google Reviews = Game Changers!
New SEC rule on reviews and testimonials
● Check with compliance FIRST
● NEVER respond or “like” reviews until you clear that
you are allowed to engage in this way with home office
● Google, Yelp, most popular
● Once approved, can use on Website, Social
Google My
Business listing

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Getting Google
Reviews:
● Claim your GMB listing & complete it
fully
● Run a Google Review email campaign
● Include a link in your email signature &
a CTA on your website
● Dedicated page with testimonials on
your website + link out to Google
Reviews

15. Now What? How To
Determine Which
Strategies to Implement
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16. Effective Strategy
and Tactics are
Informed by:
● Goals
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17. Gain Clarity on
Goals with a
Business Audit
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18. Gain Clarity on
Goals with a
Business Audit
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19. Effective Strategy
and Tactics are
Informed by:
● Goals
● Ideal Clients
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20. Effective Strategy
and Tactics are
Informed by:
● Goals
● Ideal Clients
● Strengths and Opportunities
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21. Tools to Develop
and Capture your
2022 Strategy and
Tactics
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@SamanthaTwenty
/samanthacrussell
samantharussell.twentyoverten.com
Questions?
/shaunamace
seic.com

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Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI).
Some information contained herein has been provided by an unaffiliated third party. SEI cannot guarantee the accuracy or completeness of the information and assumes no
responsibility or liability for its incompleteness or inaccuracy.
Some opinions and views expressed herein are those of Samantha Russell. SEI bears no responsibility for their accuracy. Samantha Russell and FMG are not affiliated with SEI or
its subsidiaries.
Please check with your Firm or Firm's Home Office before implementing any suggestions contained herein.
For financial intermediary use only. Not for Public Distribution..
Disclosures