This week, host Mike Woods is joined by Ryan George, CMO of Docupace. With over 15 years of experience and a nomination for CMO of the year from Wealth Management while working with First Global, Ryan brings advisors a wealth of marketing and financial services knowledge.

In this episode, Ryan spotlights some of the macro and micro marketing and technology features advisors should adopt. Listen in to learn:

  • What technology is being used to improve back-office efficiency.
  • How advisors can truly leverage personalization to attract and retain clients.
  • What advisors are missing in their marketing and how to fix it.

Mike and Ryan also explore some tips for the unconfident advisor marketer and discuss some of his favorite industry thought leaders. Tune in to learn how advisors can improve their marketing efficiency and resolve some of the most common marketing challenges.

Listen to the FMG Suite Market in Motion podcast wherever you get your podcasts, including iTunes and Spotify! Don’t forget to subscribe on your favorite platform and leave us a review.