Market in Motion Podcast for Financial Advisors by FMG Suite

What Advisors Need to Be Successful

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.

 

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.

 

Working with Millennial Investors & Advisors

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.

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.

 

Updates on the Industry

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.

 

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.

 

Achieving Your Dream Career

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.

 

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.

 

Improving Visibility for Advisors of Color

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

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.

 

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

Questions? Contact us at marketing@fmgsuite.com

 

Marketing Insights from Former Twenty Over Ten CMO

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

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

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

Questions? Contact us at marketing@fmgsuite.com

 

Achieve Work-Life Balance

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. 

 

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

Questions? Contact us at marketing@fmgsuite.com