Market in Motion Podcast for Financial Advisors by FMG Suite

Choosing the Right Niche for Your Advisory

Tue, 05 Oct 2021 12:15:38 -0700

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.

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

Thu, 23 Sep 2021 10:49:30 -0700

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.

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

Mon, 30 Aug 2021 16:39:11 -0700

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.

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Goal Achievement and Business Growth for Financial Advisors

Wed, 18 Aug 2021 08:17:27 -0700

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.

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How Large Firms Can Address Common Marketing Challenges

Tue, 03 Aug 2021 03:00:00 -0700

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.

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The Benefits and Challenges of Developing a Compliance Culture

Tue, 20 Jul 2021 08:36:36 -0700

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.

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Resolving Common Challenges in Advisor Marketing

Tue, 06 Jul 2021 08:31:07 -0700

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.

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New Products from FMG Suite

Tue, 08 Jun 2021 10:08:54 -0700

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.

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Adjusting to ESG Investing Trends

Tue, 25 May 2021 15:20:14 -0700

Bill McManus is the Managing Director of Applied Insights at Hartford Funds.

With nearly 20 years of experience in financial services, Bill has worked with countless financial professionals and their clients. He’s got a knack for simplifying complex financial planning and investing strategies to engage and educate clients and prospects. He’s also passionate about helping them look toward the future to anticipate and prepare for lifestyle changes that lay ahead.

In this episode, Bill discusses Hartford Fund’s research on ESG investing and how financial professionals can adjust to the trends in ESG investments. Tune in as Bill and host Mike Woods explores why financial professionals should offer ESG investments and how they help inform values to improve personalization.

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Tech Trends on the Rise

Tue, 11 May 2021 14:05:17 -0700

This week, host Mike Woods is joined by Jomin Bishop, VP of Sales at Wealthbox. Jomin and Mike discuss how advisors can stay compliant when using a CRM and top reports to run for more personalized marketing campaigns. Jomin also covers the tech trends he’s seen on the rise and on the decline this year – including how the pandemic revealed a need for better tech processes at firms.

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What Advisors Need to Be Successful

Tue, 27 Apr 2021 07:57:21 -0700

Guest host (and FMG Suite Chief Evangelist) Samantha Russell is joined by Penny Phillips, President and Co-Founder of Journey Strategic Wealth and Founder of Thrivos Consulting.

Samantha and Penny discuss the number one thing advisors need coaching on, how to make video and social media work for you, and what practice management and marketing tactics the most successful advisors use. These two industry thought leaders cover all the tips financial advisors need to hear right now.

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Working with Millennial Investors & Advisors

Tue, 13 Apr 2021 07:04:07 -0700

Mary Beth Storjohann, CFP®, is Founder of Workable Wealth, a platform providing financial education and empowerment to those in their 20s to 40s, as well as Partner and Chief Marketing Officer at Abacus Wealth Partners.

In this episode, she brings her expertise in marketing and younger investors to provide actionable tips to tap into, as she calls it “the most underutilized opportunity in this industry,” the next generation. Tune in for her insights on the value of getting in with clients while they’re young and how to attract and best work with younger clients. Plus, she and host Mike Woods discuss why she (and her clients) prefer virtual meetings and which marketing tactics are coming back and which are gone for good.

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Updates on the Industry

Tue, 30 Mar 2021 14:47:03 -0700

This week host Mike Woods is joined by Mark Schoeff Jr., senior reporter for InvestmentNews. Mark brings his unique perspective on the latest in the industry, including potential regulations, new taxes, and what's likely to pass by the Biden administration. Stick around the end for a rapid-fire discussion on the latest disruptors of the industry, including Robinhood, reddit’s wallstreetbets, and cryptocurrency.

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Achieving Your Dream Career

Tue, 16 Mar 2021 15:02:33 -0700

With over 20 years of coaching experience, 500 podcast episodes, and hundreds of advisors trained, Steve Sanduski knows his way around success. In this episode, Steve and Mike discuss the most common roadblocks for financial advisors on their path to success and what advisors can start doing today to reach their goals. Plus, Steve offers his advice to create a podcast that helps you stand out (hint: you’ve got to accentuate your eccentricities!). For valuable insight from an industry veteran, don’t miss this episode.

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Improving Visibility for Advisors of Color

Tue, 02 Mar 2021 03:00:00 -0800

After a long career with established financial institutions such as Merrill Lynch, State Farm, and SunTrust Bank, SunTrust Investment Services, Dana L. Wilson saw first hand how the lack of diversity in the industry was impacting her career and those around her. She decided to take matters into her own hands to improve visibility and access, and founded CHIP Professionals, a database for investors to find advisors of color.

Dana sits down with our VP of Marketing, Solange Jacobs Randolph, to discuss how CHIP is helping to bridge the gap between consumers and advisors of color and increase conversations around wealth building. They explore why an investor may seek an advisor of color, how advisors can set the right expectations for client relationships, and why the mission of CHIP is so important for the industry today.

Grow By Promoting Your Authentic Self

Tue, 16 Feb 2021 11:12:15 -0800

Want to attract more of your ideal clients? Kate Holmes, CFP® and founder of Innovating Advice joins the podcast this week to provide her insight on how being your authentic self in your marketing can help you grow your firm. Kate and Mike also discuss how to get started with video and podcasts, tips to create a website that stands out, and why it’s not too late to make necessary changes to modernize your brand and firm.

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Marketing Insights from Former Twenty Over Ten CMO

Fri, 05 Feb 2021 15:11:14 -0800

This week host Mike Woods is joined by Samantha Russell, former CMO of Twenty Over Ten and FMG Suite’s new Chief Evangelist. They start by addressing what drove FMG Suite’s acquisition of Twenty Over Ten and Samantha’s new role. Then, fresh off a record-breaking webinar, Samantha discusses the new SEC advertising rules and how they apply to RIAs and advisors. To finish off their conversation, Samantha presents her top marketing trends for 2021, including video, retargeting ads, and hyper-personalization.

COMPLIANCE INSIGHT ON THE SEC TESTIMONIALS RULE

Tue, 19 Jan 2021 12:05:58 -0800

As you may have heard, in December the SEC modernized their rules around testimonials for investment advisors. So, what does that mean for you? This week, our host Mike Woods is joined by Kyle Happe, Compliance Specialist and Founder of BackStop Compliance. They discuss why small RIAs are likely to get started first, and how RIAs can start using testimonials compliantly.

Past, Present, & Future of FMG Suite

Tue, 22 Dec 2020 02:00:00 -0800

To close out the year, Mike is joined by FMG Suite CEO Scott White. Scott and Mike take inspiration from A Christmas Carol to discuss the Past, Present, & Future of FMG Suite. Scott provides insight on his leadership advice to advisors, what led to the Twenty Over Ten acquisition, and what marketing practices will stick next year.

Tune in for business advice from someone who’s taken a company from industry player to powerhouse.

Learn about FMG Suite: https://go.fmgsuite.com/podcast

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Achieve Work-Life Balance

Tue, 08 Dec 2020 12:56:51 -0800

As a former financial advisor, Dr. Travis Parry has unique insight into why advisors are three times more likely to be workaholics than other small business owners. To encourage better work/life balance and stress management, he founded the Make Time Institute, where he coaches small business owners on gaining back time on their schedule.

In this episode, Dr. Parry and Mike discuss how to determine which tasks to handle yourself and which to delegate, and how to make a succession plan that aligns with your firm’s culture.

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Building a Purpose-Driven Practice

Tue, 24 Nov 2020 02:00:00 -0800

Lawrence Ford, CEO & Founder of Conscious Capital Wealth Management, created his firm with an eye for purpose-driven investing and company building.

Lawrence explains why he starts every meeting with a new client discovering their dreams and reason for being here. He and his entire team are dedicated to aligning investment plans toward not only building wealth, but also building a rewarding life. If you’re curious about ESG, recruiting advisors and clients with a purpose-driven practice, and how Lawrence has been able to build a firm with these concepts, check out this episode.

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How Advisors Can Use Social Media for Prospecting & Retention

Tue, 10 Nov 2020 02:00:00 -0800

Robert Knop, CEO of Assist You Today joins us this week for a crash-course in how to make financial advisor social media efforts more effective. Robert is an expert at helping financial professionals embrace digital marketing, and he currently gains 100% of his leads from social media and events.

In this episode, we discuss how financial advisors can successfully prospect on LinkedIn by adding value – not launching right into a pitch. Tune in to learn the biggest mistakes small business owners make on social media, why you should spend as much time on retention as acquisition, and what will help set your LinkedIn page apart from other financial advisors.

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Your Clients and the 2020 Election

Tue, 27 Oct 2020 03:00:00 -0700

This week Mike Woods sits down with John Diehl, CFP® and Senior Vice President of Applied Insights to discuss the Hartford Funds 2020 Presidential Election Survey. John and his team have conducted this survey for the last 5 presidential elections to try to understand how election cycles are getting into investors’ psyche and impacting their emotions.

If you’re curious how your clients are feeling about their financial planners during the election, how to discuss politics with your clients (including why it’s a recommended conversation), and planning opportunities around the election, don’t miss this episode.

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STANDING OUT IN A CROWDED INDUSTRY

Tue, 13 Oct 2020 09:58:27 -0700

Seth Greene, CEO of Market Domination, is an expert at helping financial advisors stand out with creative marketing strategies.

In this episode, Seth and Mike discuss how you can use podcasts, direct mail, LinkedIn, and even authoring your own book to connect with your clients, reach new leads, and rise above the competition.

Learn about FMG Suite: https://go.fmgsuite.com/podcast

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Adapting to a New Marketing World

Mon, 28 Sep 2020 16:35:39 -0700

Get the inside scoop on advisor marketing, FMG Suite, and the industry with this week’s guest, FMG Suite Chief Product & Technology Officer, Dave Christensen.

Dave and Mike discuss how marketing has changed since March and why now is the time for advisors to catch up with technology.

Plus, Dave reveals what’s coming next from FMG Suite, including a mobile app, ongoing SEO, and new lead generation tool.

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SEO Essentials from an Expert

Tue, 15 Sep 2020 13:40:32 -0700

In this episode, host Mike Woods and guest SEO expert Jordan Leavitt discuss everything advisors need to know about SEO. Jordan is the Digital Marketing Team Lead at FMG Suite and previously worked for renowned marketing thought leader Neil Patel.

Tune in to understand how SEO works and walk away with actionable ideas to improve your site’s search engine rankings and drive the right traffic to your site.

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Connection & Communication: Advice from Financial Planning Winners

Tue, 01 Sep 2020 10:22:55 -0700

This week’s episode features host Mike Woods and leadership from Private Ocean, a wealth management group that won Financial Planning’s Visionary Leader Award earlier this year. Greg Friedman, CFP®, Founder & Chief Executive Officer, and Cynthia Greenfield, Chief Experience Officer, break down how they were able to care for clients and employees when the pandemic hit.

Don’t miss this conversation for ideas for virtual events, tips to keep your team connected, and why Greg thinks remote work is here to stay.

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Social Media Secrets from LPL Expert

Tue, 18 Aug 2020 09:41:51 -0700

If you need actionable tips to get started with social media or improve your current efforts, tune in to this episode with Sarah LeBlanc, Assistant VP of Marketing at LPL Financial.

Sarah and FMG Suite’s VP of Marketing Chau Haner dig into top social media questions from advisors: how to select the strategy that works best for you, why being consistent should be your first goal, and how to best use social media during the stay-at-home orders.

Sarah is a 20-year veteran in marketing for financial services, and she offers invaluable wisdom on the secrets of social media.

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Leadership as the Secret to Exponential Growth

Mon, 03 Aug 2020 15:49:20 -0700

This week’s episode features a conversation with host Mike Woods and Peter Montoya, leadership strategist, keynote speaker, and best-selling author.

Peter and Mike discuss how leadership—not just management—is key to exponential growth for your business. Tune in for expert insight on how to create a purpose-driven organization, tips for making the right decisions, and how even a solo-practitioner can expand their business.

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PLAYING TO YOUR MARKETING STRENGTHS

Mon, 20 Jul 2020 10:21:45 -0700

In this week’s episode, hear from Kristina Kuprina, Wealth Advisor and founder of Sequoia Wealth Advisors, and how she plays to her strengths to create marketing strategies that work for her.

Kristina and host Mike Woods discuss how she used her gift of public speaking to pivot to webinars during the pandemic, which brought in new clients and additional speaking opportunities. Plus, she explains why hiring a ghostwriter was the best choice for her business, and how she grows her firm via her affiliated charitable foundation.

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Combining Passion & Finance for a Successful Brand

Mon, 06 Jul 2020 08:21:10 -0700

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.

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Serving & Supporting LGBTQ Investors

Tue, 23 Jun 2020 08:48:04 -0700

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.

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Communicating Your Value With Branding

Mon, 08 Jun 2020 16:07:57 -0700

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/

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How to Become a Thought Leader

Tue, 26 May 2020 11:05:12 -0700

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!

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Authentic Connection in a COVID-World

Mon, 11 May 2020 13:52:05 -0700

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.

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What the CARES Act Means for Your Small Business

Mon, 27 Apr 2020 16:48:43 -0700

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.

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Communication & Marketing Tips from an Industry Coach

Mon, 13 Apr 2020 17:25:43 -0700

Enjoy a fast-paced conversation with Maria Marsala, experienced management consultant, author, and coach for financial advisors at her company Elevating Your Business.

Tune in for her insights on communicating in crisis, adapting to virtual work, and her advice on how to find the right niche audience for your firm.

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Building Relationships in Times of Crisis

Tue, 31 Mar 2020 04:38:00 -0700

“Communication is where you earn your keep as a financial advisor,” said this week’s podcast guest Michael Oana, founder of Michael Oana Retirement Planning. Tune in for Michael’s advice on staying in touch with clients in times of crisis, calming their fears, and using the FMG Suite content library to boost his relationship-building powers.

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By Women, For Women: Insights from the Female Advisor Network

Tue, 17 Mar 2020 04:00:00 -0700

In this episode, we sit down with Nina O’Neal, Partner and Investment Advisor with Archer Investment Management and founder of the Female Advisor Network.

Her interest in creating a retreat for female advisors blossomed into a nationwide community, and today the Female Advisor Network is proud to help female advisors connect and grow their businesses while encouraging more women to join the industry.

Nina also shares her tips for both male and female advisors to create a more welcoming culture for women investors.

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Hosting Events That Excite You and Your Clients

Mon, 02 Mar 2020 11:04:39 -0800

In this episode, we speak with event planning expert Jen Singer, who has more than 20 years of experience helping business owners host events that excite.

Get answers to all your burning event questions, including budget, best practices, and some outside-the-box ideas for your next client appreciation event.

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Crucial Insights from a SECURE Act Expert

Tue, 18 Feb 2020 09:07:40 -0800

If your head is spinning since the SECURE Act was signed earlier this year, this episode is for you.

Jamie Hopkins is the Managing Director of the Carson Group's Coaching division. In a conversation with our host Mike Woods, he breaks down everything advisors need to know about the SECURE Act. You’ll want your notepads for this one!

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Why Great Marketing Starts with Getting To Know Your Clients

Tue, 04 Feb 2020 02:30:00 -0800

Discover proven strategies from best-selling author and marketing expert, David Bradley, that will help you reach new clients more efficiently.

Tune in for insights including how to get to know your customers, how to delegate marketing tasks that help you run more efficiently, and how much of your budget you should dedicate to marketing.

David works directly with businesses that want to develop a more sophisticated growth strategy by understanding their clients. He has helped over 11,000 students use target-based strategies to profitably present themselves in the job market. Don’t miss his incredible insights!

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Strengthen Your Brand with Social & Video

Tue, 21 Jan 2020 09:29:36 -0800

Ever wondered how you can build a successful online brand that helps you build connections and promote your firm? RIA Blake Spencer has done just that!

Listen to this episode to learn how he built his “Bowtie Blake” brand on Twitter (@bowtieblake), why he encourages advisors to create video, and how he suggests you balance traditional with digital marketing.

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Content Tips from a Team That Creates 3K Pieces a Year

Mon, 16 Dec 2019 22:12:49 -0800

Curious what content works best for advisors? How to create content and design that speaks to your clients? Then tune in to this episode with FMG Suite’s Rebecca Smith (Content Director) Raudel Enrique (Art Director). Their team creates over 250 new pieces of content every month, and they have a unique perspective on what works for advisors like you – and what doesn’t.

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A Military Vet Explains How to Attack Digital Marketing

Tue, 03 Dec 2019 11:06:48 -0800

Rafi Rodriguez is one of FMG Suite’s super-users. He has used marketing tools, like Elevate, to establish a unique and compelling online presence.

Rafi Rodriguez is an RICP who runs Rodriguez Financial Strategies. He specializes in working with retirees, Department of Defense professionals, and business owners. He is also a huge believer in the power of online marketing.

From engaging social media to a powerfully designed website, Rafi takes advantage of FMG Suite’s tools to establish his online presence.

In this fascinating conversation, Rafi will explain how he:

Stays up to date on new marketing offerings
Uses content to deepen relationships with clients
Harnesses the power of automation to simplify his marketing process

Rafi has been with FMG Suite since its inception and has enjoyed tremendous success by utilizing our tools and services. This podcast is a must for anyone who wants to understand the far-reaching capabilities of digital marketing.

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Learn more about FMG Suite: fmgsuite.com

Subscribe to our podcast email alert: fmgsuite.com/newsletter-signup

Questions? Contact marketing@fmgsuite.com

Reach a Niche Audience with Branding & Events

Tue, 19 Nov 2019 02:30:00 -0800

Don’t miss this jam-packed episode with Liz Kasha, Director of Marketing at Herbert Financial Group, in which she discusses how her firm reaches its niche audience with branding, client appreciation events, and content. Plus, get insight on how her firm’s charitable efforts contribute to their marketing and business goals.

Learn more about FMG Suite: fmgsuite.com

Subscribe to our podcast email alert: fmgsuite.com/newsletter-signup

Questions? Contact marketing@fmgsuite.com

Creating & Following a Marketing Calendar

Tue, 05 Nov 2019 03:30:00 -0800

Join Mike Woods and Solange Jacobs Randolph, FMG Suite’s Senior Director of Marketing, as they discuss how advisors can create a successful marketing calendar. Learn how to consistently deliver value to your clients – without overwhelming them.

Learn more about FMG Suite: fmgsuite.com

Subscribe to our podcast email alert: fmgsuite.com/newsletter-signup

Questions? Contact marketing@fmgsuite.com

Episode Review - What You Missed So Far

Tue, 22 Oct 2019 04:30:00 -0700

This week, host Mike Woods takes the mic solo to discuss all the interviews we’ve conducted and the guests we’ve had on the podcast to date. If you’re curious about which episodes of the Market in Motion podcasts you should check out or revisit, this quick recap is for you!

Learn more about FMG Suite: fmgsuite.com

Subscribe to our podcast email alert: fmgsuite.com/newsletter-signup

Questions? Contact marketing@fmgsuite.com

Guide to Video Creation for Financial Advisors

Tue, 08 Oct 2019 03:30:00 -0700

Brandon Brown, VP of Products and Creative at FMG Suite, has been with the company since Day 1. He and host Mike Woods sit down to discuss tangible advice for advisors looking to start creating their own videos. From necessary filming accessories to editing tips on how to nail it on the first take, this episode is full of insight you can start using today.

Learn more about FMG Suite: fmgsuite.com

Subscribe to our podcast email alert: fmgsuite.com/newsletter-signup

Questions? Contact marketing@fmgsuite.com

Using Events to Grow Relationships with Clients & Prospects

Tue, 24 Sep 2019 09:11:53 -0700

Jackie Mittelhammer, Client Experience Officer of ClearFocus Financial, works to make every client feel like they’re part of the family. In this episode, discover how she works with, Amber, her FMG Suite marketing specialist, to plan events for clients and prospects that offer financial education AND a chance to socialize. Plus, learn how she harnesses email analytics to turn readers into clients.

Learn more about FMG Suite: fmgsuite.com
Subscribe to our podcast email newsletter: fmgsuite.com/newsletter-signup
Questions? Contact marketing@fmgsuite.com

Podcasts, Videos, and Social Media: Best Practices from an Advisor Marketing Expert

Tue, 10 Sep 2019 03:30:00 -0700

Increase “ideal client” referrals through content with Seth Greene

Seth Greene is the CEO and Founder of Market Domination, and a 7-time best selling author, and co-host of the Sharkpreneur podcast with Shark Tank’s Kevin Harrington.

In this episode, Seth draws advises advisors on growing their practices with great content and reliable referrals. Tune in for actionable insights including:

Keys to a successful podcast, and why it’s better than radio
How advisors should use video (hint: no fancy gear required!)
The trick to getting referred to the clients you want to work with

Seth has helped thousands of advisors take their firm to the next level. If you’re looking to reach your niche audience in new ways, don’t miss this episode.

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

One More Thing! Did you find this discussion informative? Share your thoughts in the comments section below, subscribe to get updates delivered to you, and please share this episode if you found it informative.

Podcast 11: Next-Level Marketing for Financial Advisors with FMG Suite’s VP of Marketing Chau Haner

Mon, 26 Aug 2019 22:56:35 -0700

As a busy financial advisor, you might feel like just as you integrate a new marketing tool into your business, a new one comes along. With over 20 years of experience in the financial services industry, Chau Haner, VP of Marketing for FMG Suite, has seen how advisors’ marketing needs have changed over time.

In our latest podcast episode, Chau gives advisors the insight they need to take their marketing to the next level - without having to take a course.

If you’re frustrated by your lack of progress on Google search results or haven’t had the time to invest in your marketing yet, this discussion is a must-listen. You’ll walk away with valuable knowledge on how to:

Humanize your marketing and improve relationships with clients and prospects
Start creating engaging videos that save you time while growing your firm
Use original content as the secret ingredient for marketing success - and why its easier to create than you might think!

Check out this episode now so you don’t miss these timely pieces of marketing advice.

William Gunn - Lead Marketing Strategist at FMG Suite

Tue, 13 Aug 2019 03:30:00 -0700

FMG Suite’s Lead Marketing Strategist, William Gunn, has helped hundreds of advisors refine their marketing. In this episode hosted by FMG Suite Compliance Chief Mike Woods, he discusses the four areas where advisors most need improvement: Branding, Communication, Office Systems, and Prospecting.

If you seek actionable advice to help build stronger client relationships and reach new prospects, you don’t want to miss this conversation. You’ll learn:

How to tell your story – and make it the foundation of all your marketing
Why William gives most advisors a “C” on their communication plan, and how to improve
The top way advisors can become more referable (hint: it’s probably not the same as it was 10 years ago)

Even if you don’t have much time for marketing (and we know this is the case for most advisors) this podcast episode provides bite-sized yet essential tips to grow your firm.

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

David Demars - Certified Financial Planner at Demars Financial Group

Tue, 30 Jul 2019 03:30:00 -0700

Discover how this financial planner provides value to gain referrals and grow his business

David Demars, MBA, CFP®, CLU, ChFC, is the owner of Demars Financial Group in Spokane, WA, and has acquired over 6 firms in the last few years, including one in Alaska. By serving over 500 clients, he has learned what it takes to reach his goal of being his clients’ “last ever financial planner.”

In this episode, David and host Mike Woods discuss how investing in marketing has made all the difference for his business. They break down how David has learned from his marketing mistakes to find strategies that grow his firm and strengthen his customer relationships. If you want to see how the right marketing strategy can take your firm to the next level, this is the podcast for you.

Listen to this episode for insights including:

How to position your business to be more referable
How to integrate video into your marketing and client relations
Ideas for events that gain referrals and grow relationships
Why David’s biggest regret is not investing in marketing earlier

Any advisor can learn from this accomplished financial planner and gain actionable tips to grow your business. Do you have your notebook ready?

Jamie Hopkins - Director of Retirement Research at Carson Group

Tue, 16 Jul 2019 04:30:00 -0700

Your clients need a plan for their digital assets – and Jamie is the expert to help you get the conversation started

Jamie Hopkins is the Director of Retirement Research at Carson Group, a national wealth management firm that offers coaching and partnership to financial advisors. A nationally recognized writer, researcher, and educator, Jamie is a regular contributor for Forbes, InvestmentNews, and MarketWatch.

In this episode, Jamie joins host Mike Woods in a discussion about digital assets – an increasingly important aspect of the estate planning process. It’s crucial for advisors to understand why their clients need to take their digital assets into consideration as they plan their estates. Don’t miss this podcast if you’re curious about digital assets, including:

Why the digital assets you don’t consider—including email, social media accounts, websites, bank accounts, and more—might be the most important
Why leaving them out of your planning can result in identity theft and issues with succession planning
How to discuss it with your clients – especially those who don’t consider their online accounts to be “assets”

In the next 10-15 years, digital assets are going to be a huge issue for estate planning. Get ahead of the curve and bring this key value to add to your clients by tuning in to this important discussion!

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

Robert Powell - Editor of Retirement Daily on TheStreet

Tue, 18 Jun 2019 04:30:00 -0700

Retirement expert discusses what Americans are doing RIGHT – and more importantly, what they’re overlooking.

Robert Powell contributes regularly to TheStreet and USA TODAY, serves as editor of the Retirement Management Journal, and hosts the Exceptional Advisor podcast. He has written about personal finance, investments, and retirement since 1986, and has expert insight on top topics concerning investors today.

In this episode, he and host Mike Woods discuss the questions your clients are asking about retirement. If you’re looking for a 30-minute rundown on the retirement conversations you need to be having, don’t miss this episode. Tune in for insights including:

The right way your clients should be saving – and it’s different than it was 10 years ago!
The economic concerns financial advisors should have for their clients
How to get your clients to become interested in learning more than just “how much money is in my account.”
Over ten timely topics to turn into blogs for your website

The retirement needs of Americans has changed considerably over the years, and your clients need to be prepared. Don’t miss this latest discussion from certified financial advisor experts.

How are successful financial advisors getting ahead? What are the major trends and challenges affecting financial advisors today? Which strategies and tactics do 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.

James Pethokoukis - Economic Analyst and Columnist at the American Enterprise Institute

Tue, 04 Jun 2019 04:30:00 -0700

Discover expert insight on how the latest trade and policy issues will impact your clients

James Pethokoukis is the DeWitt Wallace Fellow at the American Enterprise Institute and a frequent CNBC commentator who offers his perspective on trade, economics, and other financial subjects. He shares a unique, insiders’ perspective on pending trade issues and other current events that your clients are asking questions about today.

If you’ve been paying attention to the news, and are curious how this will affect the financial markets moving forward, you need to tune in to our latest podcast episode.

In this timely discussion, you’ll hear expert perspectives on:

Latest news on the U.S. and China trade talks
2019 economic outlook
What could draw the Federal Reserve back into the conversation
Social Security and policy issues that will impact your clients
Key economic drivers over the next 5 to 10 years

With trade tensions on the rise, your clients are probably wondering if this is a short-term issue or a long-term reality. This podcast episode will give the insight you need to answer their questions confidently.

How are successful financial advisors getting ahead? What are the major trends and challenges affecting financial advisors today? Which strategies and tactics do 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.

Greg Woodbury – VP of Business Development at FMG Suite

Tue, 21 May 2019 09:07:14 -0700

Industry veteran discusses the benefits of digital marketing, and why advisors can’t afford to avoid it anymore

As FMG Suite’s VP of Business Development who has served financial advisors for more than 25 years, Greg Woodbury has gained unique insight into how advisors think about marketing – or rather, how they don’t think about it.

In this episode, Greg joins our host Mike Woods to discuss why advisors who wish to remain competitive must stop making marketing an afterthought. Incorporating social media, email, and relationship building using digital marketing is critical to keep advisors relevant in the digital age.

Advisors, assistants, and marketing managers should tune in for actionable insights, including:

Which digital marketing tactics advisors can implement easily and quickly
Tips to leverage social media to deepen relationships today
Why advisors need to focus on building relationships—not just SEO—in order to gain new clients

While acknowledging that financial advisors are not marketers, this episode of the Market in Motion Podcast explains why embracing digital marketing can help advisors generate leads, land new clients, and remain competitive in the future.

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 by FMG Suite, where we discuss the most important issues affecting financial advisors with the industry’s leading figures.

Did you find this discussion informative? Share your thoughts in the comments section below, subscribe to get updates delivered to you, and please share this episode if you found it informative.

Carl Richards – Creator of The Behavior Gap

Tue, 07 May 2019 04:30:00 -0700

New York Time columnist sheds light on practical tactics to connect with clients and ease their anxieties.

Certified Financial Planner and creator of The Behavior Gap, Carl Richards, has discovered that the most powerful tactic to help a client that’s thinking irrationally isn’t to explain the details and numbers behind their scenario but to understand the emotional reasons for their perspective, and break down their goals and issues through storytelling. This is what lead to his weekly column in the New York Times: The Sketch Guy.

In this absolutely information-loaded discussion, Mike Woods gets Carl Richards to reveal practical and tactical advice that will help financial advisors connect with their clients and keep them thinking rationally more easily than you thought possible. Listen to this discussion right now to discover:

How to approach important challenges and issues troubling your clients in a way that will bring them to a rational mindset and give them confidence in the plan you’ve built for them.
Secrets to opening up effective email communication with new prospects (and practical advice to make sure you get the ROI you’re looking for from email marketing).
How to focus all your communications—meetings, presentations, emails… whatever—to make sure your audience always walks away with the exact message you want them to hear.

Do not skip this important conversation with this behavior expert and financial industry thought leader. If you have time to listen to ONE conversation on connecting with your clients and the marketplace, this is it!

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.

Susan Danzig – Business Development Coach for Financial Services Professionals

Tue, 23 Apr 2019 04:30:00 -0700

Secrets to creating a winning succession plan for financial advisors

What does an advisory owner really need to have in order when they’re preparing for retirement and succession? For 25 years Susan Danzig has been helping financial services professionals understand their value, create and execute marketing strategies, and provide guidance for the long-term development and growth of their advisory. Over the course of that career, Susan has gained powerful insight into what an advisory needs to thrive past their original owner's retirement.

In this episode, Mike Woods, Kirk Faulkner, and Susan Danzig dive deep into:

The surprising details that go into a great succession plan, and when you want to get the ball rolling
Why defining and refining your brand and advisory’s identity plays a bigger role in your succession plan than you might expect
The unexpected aspects that can make your advisory attractive to outside buyers

If you think there’s any possibility your advisory or your book of business staying active past retirement, don’t miss this important episode with one of the financial service industry’s leading experts. Some of the most important steps you can take will need action much sooner than you may realize!

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.

Dave Christensen – Chief Product & Technology Officer at FMG Suite

Tue, 02 Apr 2019 04:30:00 -0700

Fintech mastermind shows how marketing has evolved and where advisors need to catch up

Dave Christensen has been leading the development of marketing technology for financial advisors, insurance agents, and other service professionals for 20 years. In that time he’s had the chance to get a unique view of not only the impact good marketing can have on financial advisories, but how marketing itself has grown into something much bigger than what most financial advisors view it as.

Listen to the latest episode of Market In Motion Podcast for Financial Advisors and discover valuable insight about:

How the social media game has changed… and why advisors can’t rely on organic traffic to make social media work for them anymore.
The magic of content creation – learn why coming up with your own content does so much more than give you something to share with prospects and clients
Why 2019 is going to be an exciting year for FMG customers (the new features and functionality coming to your Suite of tools will blow you away).

Don’t miss this important conversation with one of the most forward-thinking marketing minds in the financial advisory world on our latest podcast episode.

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.

Kirk Faulkner – Director of Marketing at FMG Suite

Tue, 19 Mar 2019 04:30:00 -0700

Marketing expert reveals secrets to great video content

Welcome to the first episode of the Market in Motion Podcast for Financial Advisors! Join Mike Woods and Kirk Faulkner as they host discussions with the most interesting people in the financial advisory world, so you can learn the most important strategies, tactics, trends, and challenges facing financial advisors today.

We recently held another exciting Elevate conference in sunny Orlando, Florida – and it couldn’t have gone better! One of the most popular opportunities our attendees took advantage of was a 1:1 session with Kirk Faulkner to plan and record an intro video for their financial advisory website! All of you that couldn’t make the show are in luck though! In this discussion, Mike and Kirk dive into everything you need to know to create the right intro video for your advisory. Listen to this discussion now and discover:

The 5 most important questions you can ask yourself when planning your financial advisory intro video.
The pros and cons of creating a script for your video (the biggest advantage will surprise you).
When is the right time to produce content yourself and when should you hire a professional videographer?

Don’t miss this important discussion about creating great introductory video content for your advisory – what you learn will change the way you use video forever!

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.