12.3K
Downloads
62
Episodes
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 Sep 10, 2019
Tuesday Sep 10, 2019
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.
Monday Aug 26, 2019
Monday Aug 26, 2019
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.
Tuesday Aug 13, 2019
Tuesday Aug 13, 2019
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.
Tuesday Jul 30, 2019
Tuesday Jul 30, 2019
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?
Tuesday Jul 16, 2019
Tuesday Jul 16, 2019
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.
Tuesday Jun 18, 2019
Tuesday Jun 18, 2019
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.
Tuesday Jun 04, 2019
Tuesday Jun 04, 2019
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.
Tuesday May 21, 2019
Tuesday May 21, 2019
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.
Tuesday May 07, 2019
Tuesday May 07, 2019
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.
Tuesday Apr 23, 2019
Tuesday Apr 23, 2019
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.