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Samantha's Areas of Expertise

Sam offers in-person and remote keynote speeches as well as best practice presentations, workshops and webinars customized to your audience.

Digital Marketing

Digital Marketing

The strategies that work and the tools to make them happen.



Defining your niche and brand awareness strategies for accelerated growth.

Inbound Lead Generation

Inbound Lead Generation

Content marketing strategies that convert visitors into leads.

Social Media Marketing

Social Media Marketing

Drive engagement and promote your business while creating meaningful connections.

Video Marketing

Video Marketing

Raise awareness and promote your thought leadership in creative, engaging ways.

SEO Strategies

SEO Strategies

Techniques to generate more organic website traffic and rank higher on Google.

Recent Topics Include:

  • From Zero to 100: Marketing Lessons for Starting a Financial Planning Business
  • How SEO is revolutionizing the way consumers find advisors and advisors get new clients
  • How one Advisor Used Digital Marketing to get 90% of his Clients
  • The 5 Second Test: does your brand and website pass?
  • Video Marketing 101: Harnessing the Power of Video in Your Digital Marketing Strategy
  • How to Hire and Utilize a Marketing Intern to Grow Your Business
  • LinkedIn could be a game-changer for your business. Here's how advisors' are successfully doing it
  • Make your website a workhorse – the tools you need and how to set everything up
  • Biggest email marketing mistakes advisors make, and how to avoid them
  • What to Share on Social Media: 10 Creative Ways Advisors ARE Nailing It on Social Media
  • How to Turn Your Advisor Website into a Revenue Machine

Samantha, I heard you on the Becoming Referrable Podcast and it was one of the best ones I've listened to. You provided some very useful tips! We will look you up next time we're ready to re-do our website. :-)

Rose Sarkor

Director of Sales & Marketing at Keystone Financial Group - Ohio

Just got done watching today's 20/10 webinar. Wow. Thank you, so much. There was a ton of good stuff in there. I'm planning on rewatching tomorrow so I can make sure I got all of it.

Phillip Greene

Founder and President, Legacy Wealth

Just attended your webinar - it was fantastic! Best I've ever attended... seriously. Thanks for all of the great tidbits!!

Susan Renard

Alpen Wealth

Hi Samantha, I love your webinars for financial advisors. Your work inspires me! Your webinar topics are always relevant. I feel like you're one step ahead of me, anticipating my needs!

Beth Agnello

Fair Winds Financial Advice

Just watched your video marketing webinar and I can't wait to implement some of the tips! Great job!

Stacey Belser

Sawston wealth management, llc

I really enjoyed your webinar: A Month's Worth of Marketing: How the Most Successful Financial Advisors Spend Their Time. Thanks for spending the time to create.

David Tuzzolino

Financial Advisor for People Who Love to Travel

Where You May Have Seen Samantha


CNBC FA Summit Strategy Session

Investment News

Women Advisor Summit - Using Technology to enhance the Client Experience


Fearless Investing Summit 2020, Marketing Panel Discussion

Dimensional Funds

Business Strategy Workshop Keynote, 2020

eMoney Summit 2018 & 2019

SEO Strategies for Financial Advisors

Voya Insight, Women's Forum, & Advisor Academy

How to generate and convert more leads from your website

FPA Journal in the Round

Marketing with the Pros