Market in Motion Podcast for Financial Advisors by FMG Suite

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  • 3.3 (8)
  • MARKETING

Discover the latest practice management and marketing advice for financial advisors in the Market in Motion Podcast for Financial Advisors by FMG Suite.

  1. 10/05/2021

    Choosing the Right Niche for Your Advisory

    In this week’s episode, Mike Woods sits down with Reese Harper, founder of Dentist Advisors, an independent IRA focused on dental professionals, and Elements, a financial planning software company dedicated to improving user experience for advisors and clients alike. With experience building two companies in the financial services industry, Reese offers a wealth of marketing and business insights to other advisors. In this episode, Reese shares the method Dentist Advisors used to discover its niche audience. Listen in to discover how finding your niche can help you create better marketing and grow your business.    Learn about FMG Suite: https://go.fmgsuite.com/podcast Questions? Contact us at marketing@fmgsuite.com  Thanks for listening! Don’t forget to subscribe and leave us a review.

    35 min

  2. 09/23/2021

    Susan Theder: Finding New Ways to Surprise and Delight Clients as FMG’s Chief Marketing and Experience Officer

    Join host Mike Woods on this week’s episode of the Market in Motion podcast as he sits down with FMG Suite’s new Chief Marketing and Experience Officer, Susan Theder. From working as an advisor at the start of her career to transitioning from Advisor Group, Susan offers a wealth of industry experience and a passion for advisor marketing. Together, Mike and Susan discuss the evolution of Fintech – including how FMG Suite helps advisors stay up to date through its all-in-one marketing platform. Listen in to learn why technology is the biggest differentiator in successful advisor marketing and how your firm can leverage it to grow.    Learn about FMG Suite: https://go.fmgsuite.com/podcast Questions? Contact us at marketing@fmgsuite.com  Thanks for listening! Don’t forget to subscribe and leave us a review.

    31 min

  3. 08/30/2021

    How To Grow Your Business Using a Fee-For-Service Model

    On this week’s episode of the Market in Motion podcast, host Mike Woods is joined by Lucy Robeson, Managing Director of AdvicePay. As a certified financial planner with a passion for business operations, Lucy helps advisors scale and grow their businesses through AdvicePay’s technology solutions and the fee-for-service model. Together, Mike and Lucy explore the conversation around fee changes, the growing demand for subscription-based financial services, and how and why advisors should implement a fee-for-service model into their billing structure. Listen in to learn how to implement the fee-for-service model, how to fit it into your current tech stack, and avoid common mistakes.   Learn about FMG Suite: https://go.fmgsuite.com/podcast Questions? Contact us at marketing@fmgsuite.com  Thanks for listening! Don’t forget to subscribe and leave us a review.

    33 min

  4. 08/18/2021

    Goal Achievement and Business Growth for Financial Advisors

    On this week’s episode of the Market in Motion podcast, host Mike Woods is joined by goal achievement coach and business owner, Kristin Burke. As a goal achievement coach with over a decade of financial services experience, Kristin brings financial professionals a wealth of actionable tips for growing your business. From reverse engineering your long-term goals, to strategizing for the short term, this episode contains the information you’ll need to help clarify your current and future objectives. Providing examples from last year, Kristin also discusses specific ways advisors have leveraged goal coaching to create a more diverse workplace, and adjust to the challenges of COVID-19. Listen in to discover what it takes to clarify your intentions and facilitate personal and professional achievement.   Learn about FMG Suite: https://go.fmgsuite.com/podcast Questions? Contact us at marketing@fmgsuite.com  Thanks for listening! Don’t forget to subscribe and leave us a review.

    34 min

  5. 08/03/2021

    How Large Firms Can Address Common Marketing Challenges

    This week, host Mike Woods is joined by Kelley Biondi, Director of Marketing at Strategies for Wealth. With over 20 years of experience, Kelley works to create both internal and external marketing for Strategies for Wealth. In this episode, Kelley dives into Strategies for Wealth’s solution to the most common marketing challenges advisors face – time, technology, and training. Mike and Kelley also discuss how Strategies for Wealth approaches marketing for different generations of financial advisors and the merits of traditional marketing. Listen in to learn how larger firms can overcome common challenges and adopt new technology to enable marketing for their advisors.    Learn about FMG Suite: https://go.fmgsuite.com/podcast Questions? Contact us at marketing@fmgsuite.com  Thanks for listening! Don’t forget to subscribe and leave us a review.

    31 min

  6. 07/20/2021

    The Benefits and Challenges of Developing a Compliance Culture

    On this week’s podcast, host Mike Woods is joined by Andrea McGrew, Chief Legal Officer and Chief Compliance Officer of USA Financial. Since 2004, Andrea has emphasized the compliance-advisor relationship. In doing so, Andrea has helped develop efficient and approachable compliance regulations for USA Financial’s advisors while breaking down industry stereotypes. In this episode, Andrea discusses the benefits and challenges of compliance and the impact of perspective on business growth, particularly why culture and compliance must be intertwined. Tune in to learn how compliance can be not just a requirement, but an asset to your firm.    Learn about FMG Suite: https://go.fmgsuite.com/podcast Questions? Contact us at marketing@fmgsuite.com  Thanks for listening! Don’t forget to subscribe and leave us a review.

    40 min

  7. 07/06/2021

    Resolving Common Challenges in Advisor Marketing

    This week, host Mike Woods is joined by Ryan George, CMO of Docupace. With over 15 years of experience and a nomination for CMO of the year from Wealth Management while working with First Global, Ryan brings advisors a wealth of marketing and financial services knowledge.   In this episode, Ryan spotlights some of the macro and micro marketing and technology features advisors should adopt. Tune in as Mike and Ryan discuss the technology being used to close the gap between clients and advisors, how to provide a truly personalized client experience, and what advisors are missing in their marketing. Ryan also provides some advice to advisors that don’t feel confident in their marketing and highlights some of his favorite industry thought leaders. If you’re looking for solutions to create efficient marketing and truly answer your client’s needs, then you can’t miss this episode.    Learn about FMG Suite: https://go.fmgsuite.com/podcast Questions? Contact us at marketing@fmgsuite.com  Thanks for listening! Don’t forget to subscribe and leave us a review.

    32 min

  8. 06/08/2021

    New Products from FMG Suite

    This week, host Mike Woods is joined by FMG Suite’s Chief Product and Technology Officer, Dave Christensen. Together, Mike and Dave discuss the exciting new products FMG Suite users can look forward to using. From lead generation products for Attract customers to SEC ad rule resources and a brand new mobile app, advisors can look forward to new and improved tools to enhance their marketing. Listen in to learn more about these exciting products and how they can help grow your business.    Learn about FMG Suite: https://go.fmgsuite.com/podcast Questions? Contact us at marketing@fmgsuite.com  Thanks for listening! Don’t forget to subscribe and leave us a review.

    44 min
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Ratings & Reviews

3.3
out of 5
8 Ratings

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Discover the latest practice management and marketing advice for financial advisors in the Market in Motion Podcast for Financial Advisors by FMG Suite.

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