James Pethokoukis - Economic Analyst and Columnist at the American Enterprise Institute

Podcast 006: James Pethokoukis – Economic Analyst and Columnist at the American Enterprise Institute

Discover expert insight on how the latest trade and policy issues will impact your clients  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…

Podcast 005: Greg Woodbury – VP of Business Development at FMG Suite

Podcast 005: Greg Woodbury – VP of Business Development at FMG Suite

Industry veteran discusses the benefits of digital marketing, and why advisors can’t afford to avoid it anymore  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 –…

Podcast 004: Carl Richards – Creator of The Behavior Gap

New York Time columnist sheds light on practical tactics to connect with clients and ease their anxieties.  A 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…

Susan-Danzig-FMG Suite, Podcast, Financial Advisors

Podcast 003: Susan Danzig – Business Development Coach for Financial Services Professionals

Secrets to creating a winning succession plan for financial advisors  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…

Dave Christensen – Chief Product & Technology Officer at FMG Suite

Podcast 002: Dave Christensen – Chief Product & Technology Officer at FMG Suite

Fintech mastermind shows how marketing has evolved and where advisors need to catch up Dave Christensen has been leading the development of marketing technology for financial advisors, insurance agents, and other service professionals for 20 years. In that time he’s had the chance to get a unique…

Kirk Faulkner - Director of Marketing on the market in motion podcast presented by FMG Suite

Podcast 001: Kirk Faulkner – Director of Marketing at FMG Suite

Marketing expert reveals secrets to great video content Welcome to the first episode of the Market in Motion Podcast for Financial Advisors! Join Mike Woods and Kirk Faulkner as they host discussions with the most interesting people in the financial advisory world, so you can learn the most…