Market in Motion Podcast for Financial Advisors by FMG Suite – Details, episodes & analysis

Podcast details

Technical and general information from the podcast's RSS feed.

Market in Motion Podcast for Financial Advisors by FMG Suite

fmgsuite

Business

Frequency: 1 episode/15d. Total Eps: 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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Apple Podcasts

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

Spotify

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Shared links between episodes and podcasts

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

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

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RSS feed quality

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Score global : 47%

Publication history

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Choosing the Right Niche for Your Advisory

Episode 63

Tuesday, October 5, 2021 • Duration 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

Episode 62

Thursday, September 23, 2021 • Duration 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

Episode 53

Tuesday, April 27, 2021 • Duration 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

Episode 52

Tuesday, April 13, 2021 • Duration 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

Episode 51

Tuesday, March 30, 2021 • Duration 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

Episode 50

Tuesday, March 16, 2021 • Duration 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

Episode 49

Tuesday, March 2, 2021 • Duration 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

Episode 48

Tuesday, February 16, 2021 • Duration 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

Episode 47

Friday, February 5, 2021 • Duration 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

Episode 46

Tuesday, January 19, 2021 • Duration 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 – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Market in Motion Podcast for Financial Advisors by FMG Suite – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

Other16

New York Times1

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Other16

New York Times1