Samantha Russell

Evaluator
DISC Type : dcs

Chief Evangelist | Marketing Idea Generator at FMG Suite

University Park, Pennsylvania, United States

Overview

Samantha Russell is the Chief Evangelist at FMG, where she educates financial advisors on modern digital marketing. A co-founder of the successful firm Twenty Over Ten, she is a recognized thought leader and frequent industry speaker, specializing in helping advisors grow organically. She holds a B. S. from Miami University.

Outside of her professional life, Samantha is a voracious reader, an avid runner, and a hiker. Raised in Ohio, she is also a mother, described in her company bio as a "master juggler of 3 kids under 6, " balancing a demanding career with a busy family life.

Interesting fact: She is a major proponent of adapting from traditional SEO to AEO (Answer Engine Optimization) to prepare for a future where clients find advisors through AI.

Personality Overview

Quality Focused

Hard To Convince

Fast But Analytical

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service

Topics They Care About

Inbound Marketing
Her core philosophy focuses on helping advisors shift from outbound sales to an inbound approach, using digital content and SEO to attract their ideal clients.
AI Search Strategy
Frequently speaks and posts about the importance of Answer Engine Optimization (AEO), advising firms on how to remain visible as prospects turn to AI for recommendations.
FinTech Entrepreneurship
She co-founded the marketing platform Twenty Over Ten, growing it from a small team to a successful company that was ultimately acquired by FMG Suite.

Media Appearances

57. Innovative Marketing: Empowering Financial Advisors Through The Digital Referral Shift with Samantha Russell, Chief Evangelist at FMG Suite & Twenty Over Ten. Featured in In the Suite Podcast

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Episode #6 – Samantha Russell, Chief Evangelist at FMG Suite. Featured in Spotify

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Samantha Russell Named Chief Evangelist of FMG Suite. Featured in YouTube

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Work History

1-2021
Chief Evangelist | Marketing Idea Generator at FMG Suite
6-2023
Advisory Board Member at Wealth.com
10-2017
Chief Marketing & Business Development Officer at Twenty Over Ten
2-2015 - 10-2017
Director of Sales and Marketing at Twenty Over Ten
3-2013 - 2-2015
Executive Director at The Kevin Dare Foundation

Education

Bachelor of Science (B.S.) from Miami University
Education details unavailable from Penn State University

More Information

Social Presence :

Prographics :

Exp : 15 Location : University Park, Pennsylvania, United States Job Level : Leadership Designation : Chief Evangelist | Marketing Idea Generator at FMG Suite
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Insights For Selling To Samantha

During A Call Or A Meeting

DO's

  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Showcase how you can impact results but also make sure that you share detailed information too
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.

DONT's

  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid self-deprecating references or general informality, it could decrease their trust in you

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Samantha is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Samantha

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Samantha move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Samantha take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Samantha

Personality Compatibility


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