Kathleen Booth

As a CMO, founder, and brand evangelist, I’ve built my career at the intersection of storytelling, community, and go-to-market strategy—driving growth for B2B tech companies in cybersecurity, e-commerce, adtech, and SaaS. Whether leading marketing, sales, or customer success, I bring a whole-business mindset and a modern, AI-informed approach to growth that’s as human as it is data-driven.

Today, I lead marketing at Sequel.io, the webinar solution for data-driven marketers. Sequel lets marketers host webinars and virtual experiences directly on their own domain, giving them full control of their brand and customer experience — and complete ownership of their data. That’s more than a technical detail. It’s a paradigm shift. Because when marketers own their event data — every question answered, poll response submitted, moment of engagement captured — they can orchestrate richer, more contextual journeys. That means stronger pipelines, shorter sales cycles, and better retention. In other words, better unit economics.

I’m known for building high-performing teams, fostering thriving communities (like Pavilion’s 10,000+ GTM leaders and IMPACT’s 5,000+ marketers), and launching content engines that turn brands into media powerhouses. My leadership style? Radical candor, relentless curiosity, and servant leadership—paired with a healthy dose of competitive fire. I don't just want to win; I want my team to win with me.

Recognition includes LinkedIn's inaugural Marketing Influencer cohort, USA Today's "6 Global Marketing Advisors Who Are Rising Stars," and GTM Partners' "Go-to-Market Guru" award. I've hosted top-performing podcasts, led multiple rebrands, and scaled companies to acquisition or high-growth exits—all while working remotely since 2015 and building fun, productive remote cultures.

Let’s connect if you believe great marketing is part art, part science—and always rooted in community.

Senior Vice President, Marketing & Growth

Following a year in which I served the Marketing and Member Success teams at Pavilion, I'm fortunate to now serve the Marketing and Growth teams, whose focus is on growing topline revenue. The departments within this team include marketing (brand, content, product marketing, demand gen, partnerships, events, and community) and sales (both B2B and B2C).

In 10 years, I’ve helped 5,000+ financial advisors ditch outdated marketing tactics and build digital strategies that actually drive growth.

Today, I work with advisory firms across the US and UK through speaking engagements, workshops, and strategy sessions—along with my role as Chief Evangelist at FMG, where I get to scale what works across the industry.

My approach? It starts with a mindset shift: stop chasing, start attracting. From there, we overhaul messaging, modernize your digital presence, and create content and campaigns tailored to your specific audience. That might mean refining your website for SEO and AEO (yes, AI optimization is a thing now), producing binge-worthy video content, or making your social presence actually, well... present.

Over 10,000 financial professionals have heard me speak at industry conferences, and I’ve been lucky to contribute to some of the most respected publications in wealth management. In 2020, I was named one of InvestmentNews' 40 Under 40 and listed on WealthManagement.com’s “10 to Watch.”

Before FMG, I was part of the founding team at Twenty Over Ten. Now, I get to spend every day helping advisors grow their firms, connect with the right clients, and feel really good about their marketing.

If you’re ready to move beyond referrals and cold outreach, let’s talk.

Samantha Russell

People don’t “scroll” social media anymore....
They use it the same way they once used Google.

🙋‍♀️Raise your hand if you have recently looked up a business or product on Instagram, YouTube, TikTok or LinkedIn. 

 - Bonus Points if you can remember WHAT you looked up! I just looked up "card tricks" on instagram - entertaining my kids in winter is toughhh 🤣 ) --

We now research, compare, and decide who to trust right on these social platforms.

And How and Where people search really matters: 
➡️ AI search is predicted to overtake traditional search by 2028
➡️ 15% of advisors already report receiving leads from AI search today

Prospects are asking AI tools for recommendations right now.

So the real question is:
When they ask, will your firm show up — or your competitor?

FMG just released The 2026 Marketing Guide for Financial Advisors - its everything you need to design your marketing for this new reality. 

👇 Comment “2026” and I’ll send you the guide.

No fluff.
Just checklists, real advisor examples and templates you can copy/paste and use right away. 

⭐ Get found in AI search and convert prospects before the first meeting
⭐ Stay active and visible on social media without posting nonstop
⭐ Turn automated emails into genuine engagement and loyalty
⭐ Build trust through video and events that AI can’t replace

If you’re relying on the same marketing playbook from a few years ago....
2026 will feel very different.

Better to be early than invisible.

Image Source: Neil Patel Digital

Helping financial advisors grow & enterprises scale through marketing strategies that actually work| Speaker | Consultant | Chief Evangelist @ FMG | Follow for daily marketing tips

AI isn’t going to be the reason most advisors struggle in 2026.
Misunderstanding human behavior will be.

Here’s what I’m seeing 👇

Many advisors are overwhelmed trying to decipher what to actually DO differently amid the constant “AI will change everything” noise.

👉 But the advisors who will see the biggest ROI in 2026 will focus on:
 • What actually changes client and prospect behavior
 • Where AI truly helps (and where it doesn’t)
 • Marketing strategies that build trust and convert highest
 • Designing a firm that works  for you; not the other way around

So… what does that look like in practice? And how do you start implementing it?

That’s exactly what we’re breaking down here 👇
🔴 What’s Ahead for Advisors: 5 Trends to Watch in 2026

📅 When: Happening Thursday, January 15 at 2pm ET, 
🧑‍💼 Who:  I'm joining two other members of the Shaping Wealth advisory board, Jason M. Pereira and Hal Hershfield (and Brian Portnoy, CFA will moderate!) 
📍Where: Virtually. Link to register below. 

👉 If you’re an advisor who wants clarity and focused action items for 2026, 

🔗Register here: https://lnkd.in/e7qDUvSr

If you can't make the live time, sign up anyway and I'll send you the replay after!

❓What's ONE change you are making in how you market & run your business or communicate with clients and prospects in 2026? Share below and I'll send you a free resource to help!

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The Battle

Kathleen Booth

Samantha Russell

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taplio

The Battle

Kathleen Booth

Samantha Russell

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Samantha Russell's LinkedIn Performance

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Performance ScoreSamantha Russell's LinkedIn Performance