U.S. and China Trade Talks with James Pethokoukis

U.S. and China Trade Talks with James Pethokoukis – Webinar Replay

 The trade talks between the U.S. and China have been dominating the headlines in recent weeks, including market movement fueled by responses from both Presidents. The increase in volatility is unnerving investors, and for good reason. With trade tensions on the rise, your clients are…

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 –…

5 Relationship Marketing Strategies to Grow AUM – Webinar Replay

 While the idea that better relationships lead to better business might seem intuitive, when you begin to emphasize those relationships in your marketing, you’re able to see a huge difference in your growth. In this webinar, we lead you through five strategies that can help you transform…

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…

CEFEX Webinar – How Much Is Your Reputation Worth?

 Warren Buffet famously said: “We can afford to lose money – even lots of money. But we can’t afford to lose reputation – even a shred of reputation.” Trust and confidence are the hallmarks of a great reputation. They are also the qualities clients seek in an advisor above all else. Join us…

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…

Blogging Strategies for Advisors – Webinar Replay

 69% of businesses say blogging is their #1 source of lead generation. That’s quite a statistic for a tool once dubbed “online journaling.” In the digital marketplace, blogging is the driving force behind business branding and growth. What makes it so effective? Studies show that the most…

A Week in The Life of a Successful Financial Advisor: Rafi Rodriguez

 We love to discover more about how our clients are using FMG Suite to grow their business. One of our very active users is Rafi Rodriguez of Rodriguez Financial Strategies, LLC in Beavercreek, Ohio. Rafi has been using FMG Suite for over 7 years now and cites it as one of the main factors…

A Week in The Life of a Successful Financial Advisor: Nicole Burdick

 We love to discover more about how our clients are using FMG Suite to grow their business. In this webinar, we will meet one of our super-users at Waddell & Reed, Nicole Burdick. Nicole is successfully navigating the highly competitive field of financial services by using automated…

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…