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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.
Episodes
Tuesday Nov 24, 2020
Tuesday Nov 24, 2020
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.
Learn about FMG Suite: https://go.fmgsuite.com/podcast
Questions? Contact us at marketing@fmgsuite.com
Tuesday Nov 10, 2020
Tuesday Nov 10, 2020
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.
Learn about FMG Suite: https://go.fmgsuite.com/podcast
Questions? Contact us at marketing@fmgsuite.com
Tuesday Oct 27, 2020
Tuesday Oct 27, 2020
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.
Learn about FMG Suite: https://go.fmgsuite.com/podcast
Questions? Contact us at marketing@fmgsuite.com
Tuesday Oct 13, 2020
Tuesday Oct 13, 2020
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
Questions? Contact us at marketing@fmgsuite.com
Monday Sep 28, 2020
Monday Sep 28, 2020
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.
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
Tuesday Sep 15, 2020
Tuesday Sep 15, 2020
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.
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
Tuesday Sep 01, 2020
Tuesday Sep 01, 2020
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.
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
Tuesday Aug 18, 2020
Tuesday Aug 18, 2020
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.
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
Monday Aug 03, 2020
Monday Aug 03, 2020
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.
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
Monday Jul 20, 2020
Monday Jul 20, 2020
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.
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