32 episodes

How are successful financial advisors getting ahead? What are the major trends and challenges affecting financial advisors today? Which strategies and tactics you need to grow faster? Find out here in the Market in Motion Podcast for Financial Advisors, where we discuss the most important issues affecting financial advisors with the industry’s leading figures.

Market in Motion Podcast for Financial Advisors by FMG Suite fmgsuite

    • Marketing
    • 2.7, 6 Ratings

How are successful financial advisors getting ahead? What are the major trends and challenges affecting financial advisors today? Which strategies and tactics you need to grow faster? Find out here in the Market in Motion Podcast for Financial Advisors, where we discuss the most important issues affecting financial advisors with the industry’s leading figures.

    Combining Passion & Finance for a Successful Brand

    Combining Passion & Finance for a Successful Brand

    Tune into an engaging conversation with Chau Haner, FMG Suite’s VP of Marketing, and Zaneilia Harris, CFP®, author, and founder of H & H Wealth Management.In this episode, Zaneilia helps other planners understand how original content, a unique brand, and a commitment to authenticity can help attract and educate clients.Chau and Zaneilia also discuss ways that the finance industry can help encourage the success of minority planners.Learn more about FMG Suite: https://fmgsuite.com/Subscribe to our podcast alert emails: https://fmgsuite.com/newsletter-signup/ Questions? Contact us at marketing@fmgsuite.com

    • 44 min
    Serving & Supporting LGBTQ Investors

    Serving & Supporting LGBTQ Investors

    This week’s episode features a conversation with Chau Haner, FMG Suite’s VP of Marketing, and Laura LaTourette, CFP® and Founder of Family Wealth Management Group which serves women in transition and LGBTQ investors, among other members of her community.Tune in for insights including intergenerational differences in LGBTQ investors, how Laura uses her website and marketing materials to serve different audiences, and how she emphasizes trust and authenticity with her clients. Plus, they discuss how mentorship, education, and visibility can help to bring more diversity to the financial services industry.Learn more about FMG Suite: https://fmgsuite.com/Subscribe to our podcast alert emails: https://fmgsuite.com/newsletter-signup/ Questions? Contact us at marketing@fmgsuite.com

    • 36 min
    Communicating Your Value With Branding

    Communicating Your Value With Branding

    This week features a conversation with Solange Jacobs Randolph, FMG Suite’s Senior Director of Marketing, and Steve Morris, Founder and President of Matter Consulting. In 25 years, Steve has worked with more than 3,000 business leaders at 250+ global and regional companies to create organizational integrity, conscious leaders, connected cultures, and evolved brands.Solange and Steve discuss how advisors can define their brand identity, core values and promises that propel their businesses forward. Discover how a clearly articulated brand helps you attract clients, differentiate yourself in a crowded marketplace, and communicate your unique value.As a bonus for listeners, Steve created a complimentary Brand Essentials toolkit for small business leaders, entrepreneurs and solopreneurs. Download it here: matterco.co/brand-essentials/Learn more about FMG Suite: https://fmgsuite.com/Subscribe to our podcast alert emails: https://fmgsuite.com/newsletter-signup/ Questions? Contact us at marketing@fmgsuite.com

    • 47 min
    How to Become a Thought Leader

    How to Become a Thought Leader

    This week’s episode features a fast-paced conversation with John Lincoln, Co-founder and CEO of Ignite Visibility, an SEO and Digital Marketing Agency located in San Diego.John and host Mike Woods discuss the steps advisors can take to become powerful thought leaders and grow their network through great content, social media, and a consistent customer communication strategy.Don’t miss this episode if you’re looking for digital marketing tips from an established expert!Learn more about FMG Suite: https://fmgsuite.com/Subscribe to our podcast alert emails: https://fmgsuite.com/newsletter-signup/ Questions? Contact us at marketing@fmgsuite.com

    • 38 min
    Authentic Connection in a COVID-World

    Authentic Connection in a COVID-World

    Are you unsure about how or whether to keep marketing your business in a COVID-world?Host Mike Woods speaks with FMG Suite Lead Marketing Specialist William Gunn who has coached more than 500 advisors on growing their businesses. He offers tips for how advisors can engage clients during this time and bring the human element of traditional, in-person marketing to the digital world.Learn more about FMG Suite: https://fmgsuite.com/Subscribe to our podcast alert emails: https://fmgsuite.com/newsletter-signup/ Questions? Contact us at marketing@fmgsuite.com

    • 34 min
    What the CARES Act Means for Your Small Business

    What the CARES Act Means for Your Small Business

    Whether your clients are small business owners or independent contractors, or you’re looking for CARES Act advice for your own firm, this episode has you covered.FMG Suite podcast host Mike Woods talks with Luis F. Rosa, CFP® and owner of Build a Better Financial Future, about key components of the CARES Act for small businesses. Get advice on student loan deferment, loan options, and a little-known program that might be a good fit for you. If you have questions about the variety of stimulus programs available to small businesses under CARES, listen to this episode.Learn more about FMG Suite: https://fmgsuite.com/Subscribe to our podcast alert emails: https://fmgsuite.com/newsletter-signup/ Questions? Contact us at marketing@fmgsuite.com

    • 32 min

Customer Reviews

2.7 out of 5
6 Ratings

6 Ratings

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