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The Digital Debrief with Samantha Allen, Episode #167

Jan 10, 2024

Samantha Allen—the Senior Vice President of Digital Marketing at Carson Group—is a rockstar when it comes to digital marketing. She was recently recognized by WealthManagement.com as a rising star. She is part of our team at Carson Group and leads the integrated channel team. 

That means she is responsible for events, digital marketing, and public relations. She sets and supports strategy and execution for brand growth, consumer lead generation, advisor recruitment, M&A, and industry thought leadership. 

Samantha is a self-proclaimed nerd and expert in all things digital marketing. Listen in for some great takeaways about the latest marketing trends, the AI landscape, and the tech platform she helped build to measure analytics and data—something all businesses need to do. 

You will want to hear this episode if you are interested in...

  • Learn more about Samantha Allen [2:23]
  • What is the “The Digital Debrief?” [6:38]
  • The Marketing Monitor: Why analytics is essential [8:50] 
  • How AI is changing the digital landscape [14:08] 
  • Samantha’s advice for young professionals as new parents [18:02] 
  • Check out Financial Planning Made Easy [19:44] 
  • There’s no place for sexism in marketing [20:33]
  • The 2023 women in wealth management report [23:32]
  • How Excell Represent is making an impact [28:38]
  • The best way to be an ally for women [32:21] 
  • What Samantha did today that brought her joy [35:43]

Resources & People Mentioned

Connect with Samantha Allen

Connect With Mitlin Financial

Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.


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