Market in Motion Podcast for Financial Advisors by FMG Suite

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. 

 

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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

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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.

 

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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.

 

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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. 

 

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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. 

 

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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

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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. 

 

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Adjusting to ESG Investing Trends

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

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.

 

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

Questions? Contact us at marketing@fmgsuite.com 

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