Get 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...

In 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...

This 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...

If 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...

This 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...

In 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...

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...

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...

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...

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...

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...

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...

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 [email protected]

“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...

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...

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 [email protected]

If 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!Learn more about FMG Suite: https://fmgsuite.com/Subscribe to our podcast alert emails: https://fmgsuite.com/newsletter-signup/ Questions? Contact us at...

Discover 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...

Ever 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/Subscribe to our podcast alert emails: https://fmgsuite.com/newsletter-signup/ Questions?...

Curious 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. _________________________________________________________________ Learn more about FMG Suite: fmgsuite.com Subscribe to our...

Rafi 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...

Don’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 Subscribe to our podcast email alert: fmgsuite.com/newsletter-signup Questions? Contact [email protected]

Join 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 Subscribe to our podcast email alert: fmgsuite.com/newsletter-signup Questions? Contact [email protected]

This 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 Subscribe to our podcast email alert: fmgsuite.com/newsletter-signup Questions? Contact [email protected]

Brandon 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...