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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
Monday Jul 06, 2020
Monday Jul 06, 2020
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
Tuesday Jun 23, 2020
Tuesday Jun 23, 2020
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
Monday Jun 08, 2020
Monday Jun 08, 2020
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
Tuesday May 26, 2020
Tuesday May 26, 2020
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
Monday May 11, 2020
Monday May 11, 2020
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
Monday Apr 27, 2020
Monday Apr 27, 2020
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
Monday Apr 13, 2020
Monday Apr 13, 2020
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.
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 Mar 31, 2020
Tuesday Mar 31, 2020
“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.
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 Mar 17, 2020
Tuesday Mar 17, 2020
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.
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 Mar 02, 2020
Monday Mar 02, 2020
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.
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