In this episode of The WealthTech Insider, host Danni Le Grande is joined by Nicole Smith, founder of Socialisd, to unpack what modern marketing really looks like for financial advice firms.

Nicole shares why digital marketing isn’t just about getting more clients. It’s about storytelling, retention, team engagement, and building brand trust (before you need it). The conversation dives into real-world insights from Finura’s Tech Benchmarking Data, the often-overlooked power of email marketing, how AI can be your marketing wingman, and why social media is more than a “nice to have.”

Whether you’re reluctant to post, still sharing blogs without context, or ready to empower your team to step into the spotlight, this episode is packed with practical advice to help advice firms own their digital presence with purpose and personality.