How can financial advisors best leverage AI to revolutionize their digital marketing efforts?
In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, welcomes Samantha Allen, Senior Vice President of Digital Marketing at Carson Group, to explore the intersection of digital marketing and the financial services industry. Samantha shares her unique journey from advertising agencies to financial services, emphasizing the importance of social media, compliance, and AI in marketing strategies. Samantha shares her journey from agency life to a key role at Carson Group and valuable insights into effectively using AI tools like ChatGPT while also emphasizing the importance of human connection in a digital world and offers practical tips on balancing professionalism with authenticity.
Samantha discusses:
Tune in to learn how you can enhance your digital marketing efforts and create meaningful connections in the financial services industry.
Resources:
Connect with Ana Trujillo Limón:
Connect with Samantha Allen:
About Our Guest:
Samantha Allen is a digital marketing expert with ten years of experience in integrated advertising. Sam is never short on ambition to tackle new and challenging projects and always has fresh ideas to contribute. She is an experienced leader who has a strategic understanding of the digital marketing landscape and a passion for innovation.
In Samantha’s free time, she loves running, reading, hanging out with her golden retriever, and cheering for the Nebraska Cornhuskers!
Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com.
How can financial advisors best leverage AI to revolutionize their digital marketing efforts?
In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, welcomes Samantha Allen, Senior Vice President of Digital Marketing at Carson Group, to explore the intersection of digital marketing and the financial services industry. Samantha shares her unique journey from advertising agencies to financial services, emphasizing the importance of social media, compliance, and AI in marketing strategies. Samantha shares her journey from agency life to a key role at Carson Group and valuable insights into effectively using AI tools like ChatGPT while also emphasizing the importance of human connection in a digital world and offers practical tips on balancing professionalism with authenticity.
Samantha discusses:
Tune in to learn how you can enhance your digital marketing efforts and create meaningful connections in the financial services industry.
Resources:
Connect with Ana Trujillo Limón:
Connect with Samantha Allen:
About Our Guest:
Samantha Allen is a digital marketing expert with ten years of experience in integrated advertising. Sam is never short on ambition to tackle new and challenging projects and always has fresh ideas to contribute. She is an experienced leader who has a strategic understanding of the digital marketing landscape and a passion for innovation.
In Samantha’s free time, she loves running, reading, hanging out with her golden retriever, and cheering for the Nebraska Cornhuskers!
Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com.