Shows
Broken Pie ChartPowell vs. Trump | Crazy Inflation Survey Expectations | US Stocks Overseas Revenue | Options and Tesla EarningsDerek Moore and Shane Skinner give their thoughts on the Fed, interest rates, and the Trump vs. Powell situation. Plus, looking at new data on how much revenue US companies derive from overseas markets. Later the talk about what many get wrong about where their stock market returns come from year over year plus those crazy surveys and inflation expectations. Finally, they talk about what the option market is expecting around TSLA earnings How long are Fed Governor terms? How long is the term of the Federal Reserve Chair? Where returns c...2025-07-2143 min
Business Innovators RadioInterview with Eric Liriano, CFP®, Principal and Founder of Liriano Wealth Advisory Group-Tax-free Investing and Retirement for Legacy PlaEric E. Liriano, CFP®, is the Principal and Founder of Liriano Wealth Advisory Group, LLC, with over 25 years of experience in the financial planning industry. A graduate of Boston College with a degree in Business Marketing and Communications, Mr. Liriano employs a distinctive macroeconomic approach to wealth accumulation and preservation.He serves a diverse clientele, including business owners, executives, affluent families, and professionals in academia. As a sought-after speaker, he frequently leads financial planning seminars for employees of major corporations, healthcare organizations, and educational institutions.His areas of expertise include estate planning, insurance, investment strategies, employee a...2025-04-2822 minBusiness Innovators RadioInterview with Eric Liriano, CFP®, Principal and Founder of Liriano Wealth Advisory Group-IRA StrategyEric E. Liriano, CFP®, is the Principal and Founder of Liriano Wealth Advisory Group, LLC, with over 25 years of experience in the financial planning industry. A graduate of Boston College with a degree in Business Marketing and Communications, Mr. Liriano employs a distinctive macroeconomic approach to wealth accumulation and preservation.He serves a diverse clientele, including business owners, executives, affluent families, and professionals in academia. As a sought-after speaker, he frequently leads financial planning seminars for employees of major corporations, healthcare organizations, and educational institutions.His areas of expertise include estate planning, insurance, investment strategies, employee a...2025-04-2424 min
Business Innovators RadioInterview with Eric Liriano, CFP®, Principal and Founder of Liriano Wealth Advisory Group-Moving from Accumulation to Distribution PhasesEric E. Liriano, CFP®, is the Principal and Founder of Liriano Wealth Advisory Group, LLC, with over 25 years of experience in the financial planning industry. A graduate of Boston College with a degree in Business Marketing and Communications, Mr. Liriano employs a distinctive macroeconomic approach to wealth accumulation and preservation.He serves a diverse clientele, including business owners, executives, affluent families, and professionals in academia. As a sought-after speaker, he frequently leads financial planning seminars for employees of major corporations, healthcare organizations, and educational institutions.His areas of expertise include estate planning, insurance, investment strategies, employee a...2025-04-2324 min
Insight is Capital™ PodcastThe 2025 Marketing Guide for Financial Advisors with Samantha RussellIn this episode, host Pierre Daillie dives into the essentials of marketing success with Samantha Russell, Chief Evangelist at FMG Suite. Samantha shares her expert insights on how financial advisors can thrive in a digital-first world, where competition is nationwide, and the rules of client acquisition are constantly evolving.🔥 Key Topics Discussed:The Changing Face of Marketing for Advisors Why a digital presence is non-negotiable in the era of $30 trillion in millennial-controlled assets. The importance of niche marketing and standing out in a crowded marketplace.Strategies to Build a High-Converting Website The 5-se...2025-01-2851 minThe Insight is Capital™ PodcastThe 2025 Marketing Guide for Financial Advisors with Samantha RussellIn this episode, host Pierre Daillie dives into the essentials of marketing success with Samantha Russell, Chief Evangelist at FMG Suite. Samantha shares her expert insights on how financial advisors can thrive in a digital-first world, where competition is nationwide, and the rules of client acquisition are constantly evolving.
🔥 Key Topics Discussed:
The Changing Face of Marketing for Advisors
Why a digital presence is non-negotiable in the era of $30 trillion in millennial-controlled assets.
The importance of niche marketing and standing out in a crowded marketplace.
Strategies to Build a High-Converting Website
The 5-second rule: how to gra...2025-01-2851 minBroken Pie ChartNvidia To the Moon | Implied Volatility and Earnings | Earnings and Markets Have Low Correlations? | Nvidia Cheap?Derek Moore and Jay Pestrichelli, CEO of ZEGA Financial, discuss Nvidia’s beat on earnings, their march towards $2trillion market cap, and how as earnings forecasts rise, even though the stock has made new highs, forward PE ratios go lower. Then, they explore what the options market via implied volatility was forecasting for an Nvidia move post earnings. Later, they review a comparison between the S&P 500 Index annual return vs the EPS growth to see if there is any relationship. Hint, it’s not too correlated even when they compare the current year market performance against the 1 year forw...2024-02-2546 min
Be Advised - Leading with ValueAdvisors, Here’s Why Marketing Is An Ascendant Journey with Susan Theder (Ep. 58)Advisors, think about your marketing:
Are you ready to learn the tips and tricks you need to enhance your online and offline footprint for the years to come?
In this episode, Brad Swineheart is joined by Susan Theder, the Chief Marketing and Experience Officer at FMG Suite. Susan details how she assists advisors with their marketing, helping them take their practice to the next level.
Discover how Susan takes the passion she sees in others to use it as a driving force to build her client’s brand while incorporating the personal touch to...2023-05-1032 min
The New SkoolRocking Advisor Video with Samantha RussellIf you're an advisor and want free marketing resources, check out our monthly marketing masterclass for tangible expert advice! https://ficommpartners.com/marketing-masterclassWe are wild advocates for advisor video and coach advisors on how to rock video across their client experience in our quarterly DIY Video Workshop. That’s why we were so excited to partner with FMG and partner with Samantha Russell on our podcast to talk about the power of advisor video.Samantha Russell, Chief Evangelist Officer at FMG Suite strives to help financial advisors drive organic growth through digital marketing strategies an...2023-02-0341 min
The Runway Decade PodcastA Chat with a Marketing ProIn today’s episode of “The Runway Decade Podcast”, hosts Bill Bush and Pete Bush, advisors at Horizon Financial Group, talk with guest, Susan Theder - Chief Marketing and Experience Officer at FMG Suite. She talks about how she is helping financial advisors who are in their 50s and marketing their businesses and how she is helping the advisors build their brand. Episode Highlights 01:59 –Pete enquires, what Susan was thinking when she was going for a History degree at that time. 03:08 – What was your sport as you were an athlete, enquires Bill. 04:03 – Bill asks, what stood out a...2022-05-1724 minBroken Pie ChartWhen Do Oil Prices Matter? | Is Volatility Too High? | Components of S&P 500 ReturnsDerek Moore is joined once again by ZEGA Financial CEO Jay Pestrichelli to discuss why volatility remains high. How the VIX Index stays elevated even after the initial reasons subside. What is driving the market pricing of the S&P 500 Index and how it compares to prior 10-year periods. Plus, comparing this high oil price period to prior ones on an inflation adjusted basis. What are driving returns right now (earnings or multiples) Is the market getting cheap on a forward PE multiple base? Comparing 10-year periods (referencing Sempres Augustus letter)2022-03-1359 min
Market in Motion Podcast for Financial Advisors by FMG SuiteChoosing the Right Niche for Your AdvisoryIn 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.
Lear...2021-10-0535 minMarket in Motion Podcast for Financial Advisors by FMG SuiteSusan Theder: Finding New Ways to Surprise and Delight Clients as FMG’s Chief Marketing and Experience OfficerJoin 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 yo...2021-09-2330 minMarket in Motion Podcast for Financial Advisors by FMG SuiteHow To Grow Your Business Using a Fee-For-Service ModelOn 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...2021-08-3133 minMarket in Motion Podcast for Financial Advisors by FMG SuiteGoal Achievement and Business Growth for Financial AdvisorsOn 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 work...2021-08-1833 minMarket in Motion Podcast for Financial Advisors by FMG SuiteHow Large Firms Can Address Common Marketing ChallengesThis 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...2021-08-0330 min
Market in Motion Podcast for Financial Advisors by FMG SuiteThe Benefits and Challenges of Developing a Compliance CultureOn 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.
...2021-07-2039 min
Market in Motion Podcast for Financial Advisors by FMG SuiteResolving Common Challenges in Advisor MarketingThis 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 i...2021-07-0632 min
Market in Motion Podcast for Financial Advisors by FMG SuiteNew Products from FMG SuiteThis 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.
Learn about FMG Suite: https://go.fmgsuite.com/podcast
Questions? Cont...2021-06-0843 min
Market in Motion Podcast for Financial Advisors by FMG SuiteAdjusting to ESG Investing TrendsBill 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 i...2021-05-2628 min
Market in Motion Podcast for Financial Advisors by FMG SuiteTech Trends on the RiseThis 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
Thanks for listening! Don’t forget to subsc...2021-05-1131 min
Market in Motion Podcast for Financial Advisors by FMG SuiteWhat Advisors Need to Be SuccessfulGuest 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.c...2021-04-2741 min
Market in Motion Podcast for Financial Advisors by FMG SuiteWorking with Millennial Investors & AdvisorsMary 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...2021-04-1333 min
Market in Motion Podcast for Financial Advisors by FMG SuiteUpdates on the IndustryThis 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.
2021-03-3037 min
Market in Motion Podcast for Financial Advisors by FMG SuiteAchieving Your Dream CareerWith 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
Quest...2021-03-1641 min
Market in Motion Podcast for Financial Advisors by FMG SuiteImproving Visibility for Advisors of ColorAfter 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 c...2021-03-0233 min
Market in Motion Podcast for Financial Advisors by FMG SuiteGrow By Promoting Your Authentic SelfWant 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.com2021-02-1633 min
Market in Motion Podcast for Financial Advisors by FMG SuiteMarketing Insights from Former Twenty Over Ten CMOThis 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.
2021-02-0633 min
Market in Motion Podcast for Financial Advisors by FMG SuiteCOMPLIANCE INSIGHT ON THE SEC TESTIMONIALS RULEAs 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.
2021-01-1934 min
Market in Motion Podcast for Financial Advisors by FMG SuitePast, Present, & Future of FMG SuiteTo 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.com2020-12-2234 min
Market in Motion Podcast for Financial Advisors by FMG SuiteAchieve Work-Life BalanceAs 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 S...2020-12-0835 min
Market in Motion Podcast for Financial Advisors by FMG SuiteBuilding a Purpose-Driven PracticeLawrence 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.
2020-11-2437 min
Market in Motion Podcast for Financial Advisors by FMG SuiteHow Advisors Can Use Social Media for Prospecting & RetentionRobert 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...2020-11-1033 min
Market in Motion Podcast for Financial Advisors by FMG SuiteYour Clients and the 2020 ElectionThis 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.
2020-10-2736 min
Market in Motion Podcast for Financial Advisors by FMG SuiteSTANDING OUT IN A CROWDED INDUSTRYSeth 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
2020-10-1333 min
Market in Motion Podcast for Financial Advisors by FMG SuiteAdapting to a New Marketing WorldGet 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/newslette...2020-09-2940 min
Market in Motion Podcast for Financial Advisors by FMG SuiteSEO Essentials from an ExpertIn 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 marke...2020-09-1538 min
Market in Motion Podcast for Financial Advisors by FMG SuiteConnection & Communication: Advice from Financial Planning WinnersThis 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 ema...2020-09-0137 min
Market in Motion Podcast for Financial Advisors by FMG SuiteSocial Media Secrets from LPL ExpertIf 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 se...2020-08-1826 min
Market in Motion Podcast for Financial Advisors by FMG SuiteLeadership as the Secret to Exponential GrowthThis 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
2020-08-0434 min
Market in Motion Podcast for Financial Advisors by FMG SuitePLAYING TO YOUR MARKETING STRENGTHSIn 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 Suit...2020-07-2038 min
Market in Motion Podcast for Financial Advisors by FMG SuiteCombining Passion & Finance for a Successful BrandTune 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 market...2020-07-0644 min
Market in Motion Podcast for Financial Advisors by FMG SuiteServing & Supporting LGBTQ InvestorsThis 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 S...2020-06-2336 min
Market in Motion Podcast for Financial Advisors by FMG SuiteCommunicating Your Value With BrandingThis 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 fo...2020-06-0947 min
Market in Motion Podcast for Financial Advisors by FMG SuiteHow to Become a Thought LeaderThis 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/newslett...2020-05-2638 min
Market in Motion Podcast for Financial Advisors by FMG SuiteAuthentic Connection in a COVID-WorldAre 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
2020-05-1134 min
Market in Motion Podcast for Financial Advisors by FMG SuiteWhat the CARES Act Means for Your Small BusinessWhether 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...2020-04-2832 min
Market in Motion Podcast for Financial Advisors by FMG SuiteCommunication & Marketing Tips from an Industry CoachEnjoy 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
2020-04-1444 min
Market in Motion Podcast for Financial Advisors by FMG SuiteBuilding Relationships in Times of Crisis“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
2020-03-3141 min
Market in Motion Podcast for Financial Advisors by FMG SuiteBy Women, For Women: Insights from the Female Advisor NetworkIn 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/
Sub...2020-03-1730 min
Market in Motion Podcast for Financial Advisors by FMG SuiteHosting Events That Excite You and Your ClientsIn 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
2020-03-0226 min
Market in Motion Podcast for Financial Advisors by FMG SuiteCrucial Insights from a SECURE Act ExpertIf your head is spinning since the SECURE Act was signed earlier this year, this episode is for you.
Jamie Hopkins is the Managing Director of the Carson Group's Coaching division. In a conversation with our host Mike Woods, he breaks down everything advisors need to know about the SECURE Act. You’ll want your notepads for this one!
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2020-02-1839 min
Market in Motion Podcast for Financial Advisors by FMG SuiteWhy Great Marketing Starts with Getting To Know Your ClientsDiscover proven strategies from best-selling author and marketing expert, David Bradley, that will help you reach new clients more efficiently.
Tune in for insights including how to get to know your customers, how to delegate marketing tasks that help you run more efficiently, and how much of your budget you should dedicate to marketing.
David works directly with businesses that want to develop a more sophisticated growth strategy by understanding their clients. He has helped over 11,000 students use target-based strategies to profitably present themselves in the job market. Don’t miss his incredible insights!
...2020-02-0430 min
Market in Motion Podcast for Financial Advisors by FMG SuiteStrengthen Your Brand with Social & VideoEver wondered how you can build a successful online brand that helps you build connections and promote your firm? RIA Blake Spencer has done just that!
Listen to this episode to learn how he built his “Bowtie Blake” brand on Twitter (@bowtieblake), why he encourages advisors to create video, and how he suggests you balance traditional with digital marketing.
Learn more about FMG Suite: https://fmgsuite.com/
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Questions? Contact us at marketing@fmgsuite.com
2020-01-2133 minMarket in Motion Podcast for Financial Advisors by FMG SuiteContent Tips from a Team That Creates 3K Pieces a YearCurious what content works best for advisors? How to create content and design that speaks to your clients? Then tune in to this episode with FMG Suite’s Rebecca Smith (Content Director) Raudel Enrique (Art Director). Their team creates over 250 new pieces of content every month, and they have a unique perspective on what works for advisors like you – and what doesn’t.
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Learn more about FMG Suite: fmgsuite.com
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2019-12-1735 min
Market in Motion Podcast for Financial Advisors by FMG SuiteA Military Vet Explains How to Attack Digital MarketingRafi Rodriguez is one of FMG Suite’s super-users. He has used marketing tools, like Elevate, to establish a unique and compelling online presence.
Rafi Rodriguez is an RICP who runs Rodriguez Financial Strategies. He specializes in working with retirees, Department of Defense professionals, and business owners. He is also a huge believer in the power of online marketing.
From engaging social media to a powerfully designed website, Rafi takes advantage of FMG Suite’s tools to establish his online presence.
In this fascinating conversation, Rafi will explain how he:
Stays up to date on ne...2019-12-0327 min
Market in Motion Podcast for Financial Advisors by FMG SuiteReach a Niche Audience with Branding & EventsDon’t miss this jam-packed episode with Liz Kasha, Director of Marketing at Herbert Financial Group, in which she discusses how her firm reaches its niche audience with branding, client appreciation events, and content. Plus, get insight on how her firm’s charitable efforts contribute to their marketing and business goals.
Learn more about FMG Suite: fmgsuite.com
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Questions? Contact marketing@fmgsuite.com
2019-11-1938 min
Market in Motion Podcast for Financial Advisors by FMG SuiteCreating & Following a Marketing CalendarJoin Mike Woods and Solange Jacobs Randolph, FMG Suite’s Senior Director of Marketing, as they discuss how advisors can create a successful marketing calendar. Learn how to consistently deliver value to your clients – without overwhelming them.
Learn more about FMG Suite: fmgsuite.com
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Questions? Contact marketing@fmgsuite.com
2019-11-0530 min
Market in Motion Podcast for Financial Advisors by FMG SuiteEpisode Review - What You Missed So FarThis week, host Mike Woods takes the mic solo to discuss all the interviews we’ve conducted and the guests we’ve had on the podcast to date. If you’re curious about which episodes of the Market in Motion podcasts you should check out or revisit, this quick recap is for you!
Learn more about FMG Suite: fmgsuite.com
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Questions? Contact marketing@fmgsuite.com
2019-10-2210 min
Market in Motion Podcast for Financial Advisors by FMG SuiteGuide to Video Creation for Financial AdvisorsBrandon Brown, VP of Products and Creative at FMG Suite, has been with the company since Day 1. He and host Mike Woods sit down to discuss tangible advice for advisors looking to start creating their own videos. From necessary filming accessories to editing tips on how to nail it on the first take, this episode is full of insight you can start using today.
Learn more about FMG Suite: fmgsuite.com
Subscribe to our podcast email alert: fmgsuite.com/newsletter-signup
Questions? Contact marketing@fmgsuite.com
2019-10-0841 min
Market in Motion Podcast for Financial Advisors by FMG SuiteUsing Events to Grow Relationships with Clients & ProspectsJackie Mittelhammer, Client Experience Officer of ClearFocus Financial, works to make every client feel like they’re part of the family. In this episode, discover how she works with, Amber, her FMG Suite marketing specialist, to plan events for clients and prospects that offer financial education AND a chance to socialize. Plus, learn how she harnesses email analytics to turn readers into clients.
Learn more about FMG Suite: fmgsuite.com
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Questions? Contact marketing@fmgsuite.com
2019-09-2426 min
Market in Motion Podcast for Financial Advisors by FMG SuitePodcasts, Videos, and Social Media: Best Practices from an Advisor Marketing ExpertIncrease “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...2019-09-1025 min
Market in Motion Podcast for Financial Advisors by FMG SuitePodcast 11: Next-Level Marketing for Financial Advisors with FMG Suite’s VP of Marketing Chau HanerAs 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 t...2019-08-2729 min
Market in Motion Podcast for Financial Advisors by FMG SuiteWilliam Gunn - Lead Marketing Strategist at FMG SuiteFMG 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
Th...2019-08-1341 min
The Marketing Podcast for Financial AdvisorsThe Best Websites for Financial Advisors with Brandon BrownJoin us with Brandon Brown, Vice President of Product Design & Creative at FMG Suite to review how financial advisors should choose a website. Brandon and his team have built tens of thousands of websites for financial advisors and he'll reveal:
What's new in the website landscape
What are the biggest mistakes advisors make on their websites
How should advisors choose the best website platform for them?
What are the 3 things your website must have today?
How to build your site quickly without stressing
Show notes:
To learn more about FMG Suite: fmgsuite.com
...2019-08-1023 min
Market in Motion Podcast for Financial Advisors by FMG SuiteDavid Demars - Certified Financial Planner at Demars Financial GroupDiscover 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 mistake...2019-07-3033 min
Market in Motion Podcast for Financial Advisors by FMG SuiteJamie Hopkins - Director of Retirement Research at Carson GroupYour 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 th...2019-07-1633 min
Market in Motion Podcast for Financial Advisors by FMG SuiteRobert Powell - Editor of Retirement Daily on TheStreetRetirement 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...2019-06-1840 min
Market in Motion Podcast for Financial Advisors by FMG SuiteJames Pethokoukis - Economic Analyst and Columnist at the American Enterprise InstituteDiscover 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...2019-06-0420 min
Market in Motion Podcast for Financial Advisors by FMG SuiteGreg Woodbury – VP of Business Development at FMG SuiteIndustry 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 digi...2019-05-2134 min
Market in Motion Podcast for Financial Advisors by FMG SuiteCarl Richards – Creator of The Behavior GapNew 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 Rich...2019-05-0748 min
Market in Motion Podcast for Financial Advisors by FMG SuiteSusan Danzig – Business Development Coach for Financial Services ProfessionalsSecrets 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 su...2019-04-2326 minMarket in Motion Podcast for Financial Advisors by FMG SuiteDave Christensen – Chief Product & Technology Officer at FMG SuiteFintech mastermind shows how marketing has evolved and where advisors need to catch up
Dave Christensen has been leading the development of marketing technology for financial advisors, insurance agents, and other service professionals for 20 years. In that time he’s had the chance to get a unique view of not only the impact good marketing can have on financial advisories, but how marketing itself has grown into something much bigger than what most financial advisors view it as.
Listen to the latest episode of Market In Motion Podcast for Financial Advisors and discover valuable insight about:
Ho...2019-04-0244 min
Market in Motion Podcast for Financial Advisors by FMG SuiteKirk Faulkner – Director of Marketing at FMG SuiteMarketing expert reveals secrets to great video content
Welcome to the first episode of the Market in Motion Podcast for Financial Advisors! Join Mike Woods and Kirk Faulkner as they host discussions with the most interesting people in the financial advisory world, so you can learn the most important strategies, tactics, trends, and challenges facing financial advisors today.
We recently held another exciting Elevate conference in sunny Orlando, Florida – and it couldn’t have gone better! One of the most popular opportunities our attendees took advantage of was a 1:1 session with Kirk Faulkner to plan and reco...2019-03-1945 min