Market in Motion Podcast for Financial Advisors by FMG Suite – Détails, épisodes et analyse

Détails du podcast

Informations techniques et générales issues du flux RSS du podcast.

Market in Motion Podcast for Financial Advisors by FMG Suite

fmgsuite

Business & Entrepreneuriat

Fréquence : 1 épisode/15j. Total Éps: 62

Discover the latest practice management and marketing advice for financial advisors in the Market in Motion Podcast for Financial Advisors by FMG Suite.

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RSS

Apple

Classements récents

Dernières positions dans les classements Apple Podcasts et Spotify.

Apple Podcasts

🇫🇷 France - marketing
02/10/2025
#95
🇫🇷 France - marketing
01/10/2025
#61

Spotify

Aucun classement récent disponible

Liens partagés entre épisodes et podcasts

Liens présents dans les descriptions d'épisodes et autres podcasts les utilisant également.

https://go.fmgsuite.com/podcast
21 partages
https://fmgsuite.com/
19 partages
https://go.fmgsuite.com/l/84542/2020-01-21/g2ngd3
19 partages

https://bucks.blogs.nytimes.com/author/carl-richards

Qualité et score du flux RSS

Évaluation technique de la qualité et de la structure du flux RSS.

Qualité du flux RSS

À améliorer

Score global : 47%

Historique des publications

Répartition mensuelle des publications d'épisodes au fil des années.

Year

Derniers épisodes publiés

Liste des épisodes récents, avec titres, durées et descriptions.

Choosing the Right Niche for Your Advisory

Épisode 63

mardi 5 octobre 2021 • Durée 35:02

In 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.

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.

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Susan Theder: Finding New Ways to Surprise and Delight Clients as FMG’s Chief Marketing and Experience Officer

Épisode 62

jeudi 23 septembre 2021 • Durée 30:36

Join 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 your firm can leverage it to grow.

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.

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What Advisors Need to Be Successful

Épisode 53

mardi 27 avril 2021 • Durée 41:58

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.

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Working with Millennial Investors & Advisors

Épisode 52

mardi 13 avril 2021 • Durée 33:44

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.

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Updates on the Industry

Épisode 51

mardi 30 mars 2021 • Durée 37:49

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.

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Achieving Your Dream Career

Épisode 50

mardi 16 mars 2021 • Durée 41:38

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.

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Improving Visibility for Advisors of Color

Épisode 49

mardi 2 mars 2021 • Durée 33:11

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.

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Grow By Promoting Your Authentic Self

Épisode 48

mardi 16 février 2021 • Durée 33:18

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

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Marketing Insights from Former Twenty Over Ten CMO

Épisode 47

vendredi 5 février 2021 • Durée 33:16

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.

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COMPLIANCE INSIGHT ON THE SEC TESTIMONIALS RULE

Épisode 46

mardi 19 janvier 2021 • Durée 34:32

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.

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Market in Motion Podcast for Financial Advisors by FMG Suite – Détails, épisodes et analyse

Détails du podcast

Classements récents

Apple Podcasts

Spotify

Liens partagés entre épisodes et podcasts

Other16

New York Times1

Qualité et score du flux RSS

Historique des publications

Derniers épisodes publiés

Podcasts et contenus similaires

Podcasts Similaires Basées sur le Contenu

Apple Podcasts

Spotify

Podcasts Similaires Basées sur le Contenu

Other16

New York Times1