At FMG Suite, Susan Theder acts as the Chief Marketing and Experience Officer and Samantha Russell acts as the Chief Evangelist. FMG Suite currently provides over 40,000 financial advisors and insurance agents with award-winning content and digital marketing tools to help them build their businesses, expand their influence, and strengthen relationships with customers.

Doug, Susan and Samantha addressed a grab bag of questions and scenarios Susan & Samantha are seeing in the marketplace today, and how they would recommend developing different marketing strategies for each. They provided their expert advice to three firms that hold widely common concerns.

Advice was aimed at:

They also discussed:

Resources: FMG Suite

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Craig Ramsey is the Chief Operating Officer at AdvisorEngine, a pioneer in digital wealth management technology that supercharges advisor growth with its powerful and intuitive digital platform.

Doug and Craig sat down at the T3 Advisor Conference and talked about how financial technology can get closer to the level of technology utilized in other industries. They also discussed:

Resources: AdvisorEngine

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Rich Romano is the CEO and Founder of FidX, a platform focused on growing business while bringing the value of guaranteed income and protection solutions to clients in the easiest way. 

Doug and Rich sat down at the Envestnet Advisor Summit and talked about how client portfolios can be simplified through a consistent experience. They also discuss

Resources: FidX

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Martha Shedden is the President and Co-Founder of the National Association of Registered Social Security and Analysts (NARSSA), a resource that provides education and resources to Social Security experts to help them  maximize their clients’ Social Security benefits. 

In today’s episode, Doug and Martha talk about the benefits of taking Social Security at the right age and how important this asset is to clients’ retirement plans. They also discuss:

Resources:  NARSSA | SSA.gov – My Account

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Mike is the current SVP of Sales and Relationship Management and Gary is the President and Managing Principle of Axos Clearing. The company provides a broad range of services to FINRA members introducing broke- dealers and Registered Investment Advisors (RIAs).

In today’s episode, Doug, Mike and Gary talk about the tools Axos provides to its customers and how finding the right clearing firm is essential to empowering correspondents and growing their business. They also discuss

Resources:  Axos Clearing

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Helen is the CEO and founder of Andes Wealth Technologies, a resource that combines behavioral finance with risk analytics to empower financial advisors to differentiate, satisfy Reg BI, and deliver hyper-personalized service.

In today’s episode, Doug and Helen talk about the importance of carefully examining each step in a financial service process, starting from the very beginning. They also discuss

Resources:  Andes Wealth Technologies

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Dani Fava is the Head of Strategic Development at Envestnet, a company whose mission is to empower advisors and financial service providers with innovative technology, solutions and intelligence to make financial wellness a reality for everyone.

Doug and Dani sat down at the Envestnet Advisor Summit and talked about the changing landscape of personal finance and the impact of technological growth. They also discuss

Resources: Envestnet 

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Quinton Alston-Spratt is the Head of Advisor Practice Management at Franklin Templeton, a company that serves as a full-service broker-dealer and registered investment adviser.

Doug and Quinton sat down at the Envestnet Advisor Summit and talked about how Franklin Templeton created the “Changing Phases of Wealth” program to help financial advisors prepare for the changing landscape. 

They also discuss:

Resources: Franklin Templeton

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Rick Pitcairn is the Chief Investment Officer at Pitcairn, a business that has partnered with some of the world’s wealthiest families to meet their needs and drive better outcomes – year-to-year, decade-to-decade, generation-to-generation.

In today’s episode, Doug and Rick talk about the evolution of financial investments over the last 100 years and how Pitcairn helps families grow their investments and legacies. They also discuss:

Resources: Pitcairn

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Jaime Golden is the President of Acquisitions at Kingswood U.S., an SEC-registered RIA and a FINRA-licensed broker/dealer that offers comprehensive wealth management and business-building services designed specifically for the independent financial advisor. 

In today’s episode, Doug and Jaime talk about the importance of advisors finding the right fit and what they should take under consideration when making a move to a new firm. They also discuss

Resources: Kingswood U.S.

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