Market in Motion Podcast for Financial Advisors by FMG Suite

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

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.

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. 

• Humanize your marketing and improve relationships with clients and prospects

Check out this episode now so you don’t miss these timely pieces of marketing advice.

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. 

• How to tell your story – and make it the foundation of all your marketing

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.

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

Any advisor can learn from this accomplished financial planner and gain actionable tips to grow your business. Do you have your notebook ready?

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 

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!

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!

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.

In this timely discussion, you’ll hear expert perspectives on:

• Latest news on the U.S. and China trade talks

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.

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

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.

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.

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.

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

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.