Business Success Knowledge Circle: Essential Tech Tools to Boost your Marketing Efforts

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Increasingly, especially since Covid, advisors are finding success in new digital marketing techniques. New tech tools and platforms are powering these which are enabling both a better experience for clients and prospects and better results for the advisors who are implementing them. Join us for this webinar to learn about some of the tools that are allowing advisors to grow their business, elevate their brand and close prospects faster all while creating efficiency and scalability.

Suzanne Siracuse

Founder and CEO

Suzanne Siracuse Consulting, LLC

Suzanne Siracuse specializes in advising financial services firms on innovative business strategies, distinctive marketing programs and impactful advocacy initiatives around diversity, financial literacy and next gen talent.

Ms Siracuse is also the Creator and Host of The Big Reveal Podcast Series where she interviews industry thought leaders and influencers on all things wealth management, but with a twist!

Ms. Siracuse is the former CEO and Publisher of InvestmentNews where she oversaw the vision and strategic direction for all their platforms including print, digital, events and research.

Samantha Russell

Chief Evangelist

FMG Suite

Samantha is the Chief Evangelist at FMG Suite. Sam helps financial advisors create digital marketing strategies that produce explosive growth through website development, content marketing, SEO, social media and video. A prolific speaker and content contributor, she often appears on stage at financial conferences and in the pages of well-known industry publications.

A recent Investment News 40 Under 40, ThinkAdvisor "Luninary" and Wealth Management Top Ten to Watch award winner, Samantha is a trusted, go-to resource for advisors looking to grow through digital marketing strategies.

Andrew Altfest, CFP®, MBA

Founder and CEO

FP Alpha

Andrew Altfest, CFP®, MBA is the founder and CEO of FP Alpha the first AI-driven comprehensive financial planning solution that enables advisors to provide actionable and personalized recommendations to clients across 16 financial planning disciplines, and is complementary to their current retirement planning software, starting where it stops. He is also the President of Altfest Personal Wealth Management, a $1.6B RIA based in New York.