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The Suite Scoop: Quarterly Roundup – Q4 2021

Let us show you what our Products and Content team has been up to these past few months! In this webinar, we will be rounding up the new content and features in the fourth quarter of…

Year in Review: Measuring Your Marketing Performance

The most crucial step to planning for the year ahead is understanding how your marketing channels performed this year. But what are the key questions you should ask when evaluating…

Developing a Solid Growth Strategy for 2022 Based on the Top Marketing Trends & Business Opportunities

Believe it or not, we are just weeks away from the end of 2021 – which means it is time to start planning for 2022. And if the last 18 months have taught us anything – it’s that solid…

Simplifying Your Tech Stack for Business Growth

With so many technology options available to advisors, it can be challenging to understand how to best use that technology to drive more efficiencies in your business. Ryan George, CMO…

The Proposed Tax Bill: What the Bill Means for your Clients, and How to Best Keep Them Informed

Tax laws may be changing and we want you to be prepared to have these conversations NOW! Your clients want to know how this will impact their taxes, investments, and retirement…

Podcast #62: Choosing the Right Niche for Your Advisory

Join host Mike Woods on this week’s episode of the Market in Motion podcast as he sits down with the founder of Dentist Advisors and Elements, Reese Harper.

The Suite Scoop: Quarterly Roundup – Q3 2021

Let us show you what our Products and Content team has been up to these past few months! Watch this replay featuring Iris Wu, FMG Suite’s Growth Marketing Strategist, and Cassie…

Podcast #61: Susan Theder: Finding New Ways to Surprise and Delight Clients as FMG’s Chief Marketing and Experience Officer

Join host Mike Woods on this week’s episode of the Market in Motion podcast as he sits down with FMG Suite’s new Chief Marketing and Experience Officer, Susan Theder.

How-To: Effective and Efficient Emails

Email marketing has been around forever, and for good reason. It’s the most direct and effective way to connect with your leads, nurture them, and turn them into engaged customers. But…

Ask Me Anything – Q3 2021

Curious about an FMG Suite tool? Have a burning question about something in our content library? Wondering what future features we have planned? Now is your opportunity to ask!…

Optimizing Your LinkedIn Profile to Generate More Business

This guide highlights the unique advantages of LinkedIn and provides step-by-step instructions and examples to optimize your profile and develop a content strategy that appeals to both prospects and the LinkedIn algorithm.

Podcast #60: How To Grow Your Business Using a Fee-For-Service Model

On this week’s episode of the Market in Motion podcast, host Mike Woods is joined by Lucy Robeson, Managing Director of AdvicePay.

Podcast #59: Goal Achievement and Business Growth for Financial Advisors

On this week’s episode of the Market in Motion podcast, host Mike Woods is joined by Goal Achievement Coach and business owner, Kristin Burke.

5 Ways to Drive Referrals with Inbound Marketing

If you want to compete in the digital age and grow your business, inbound marketing is the answer. But what exactly is it – and how can you utilize it? Watch this interactive webinar…

Standing Out on Social Media

Social media can be game-changing for small businesses. A strong social media strategy can help you connect and engage with potential customers instantly, reduce marketing costs, drive…

Podcast #58: How Large Firms Can Address Common Marketing Challenges

This week, host Mike Woods is joined by Kelley Biondi, Director of Marketing at Strategies for Wealth.

Hot Weather, Cool Tips: How to Keep Your Marketing Running All Summer

Summer is a great time for many things: relaxing, spending time with family and friends, and not focusing on your business. But the last thing you want to do is lose all the progress…

Podcast #57: The Benefits and Challenges of Developing a Compliance Culture

This week, host Mike Woods is joined by Andrea McGrew, Chief Compliance Officer and Chief Legal Officer of USA Financial.

Website Wizardry, Part 3: Optimize Your Website for SEO Success

Your website is the backbone of your business, supporting all of your digital marketing efforts. Creating an enchanting website is hard to do in just one afternoon. That’s why we’ve…

Podcast #56: Resolving Common Challenges in Advisor Marketing

This week, host Mike Woods is joined by Ryan George, CMO of Docupace.

The Suite Scoop: Quarterly Roundup – Q2 2021

Let us show you what our Products and Content team has been up to these past few months! Watch this replay featuring Iris Wu, FMG Suite’s Growth Marketing Strategist, and Cassie…

Attracting Millennial Investors & Advisors To Your Firm

According to JD Power’s annual Investor Satisfaction Study, 55% of investors under age 40 prefer to communicate with their financial advisor using digital channels compared to just 26%…

Website Wizardry, Part 2 – Designing Your Website As An Effective Marketing Tool

Your website is the backbone of your business, supporting all of your digital marketing efforts. Creating an enchanting website is hard to do in just one afternoon. That’s why we’ve…

Podcast #55: New Products from FMG Suite

On this week’s episode of the Marketing in Motion Podcast, host Mike Woods is joined by Dave Christensen, Chief Product and Technology Officer at FMG Suite.

Power of Personalization with FMG Suite + SmartOffice

“Personalization” is one of the big buzz-words in marketing this year. Watch this webinar with modern CRM SmartOffice by Ebix for an in-depth look at how our integration can benefit…

Using Tech to Reach New Leads

What if you could get your brand in front of prospects, add them as contacts, and nurture them until they’re ready to become clients – without spending hours a day on marketing? In…

Podcast #54: Adjusting to ESG Investing Trends

Bill McManus and host Mike Woods explore Hartford Funds’ research on trends in ESG investing.

Video Toolkit for Financial Professionals

You know video is a powerful tool for financial advisors. But how do you get started? Our video toolkit includes seven essential checklists, templates, and calendars to create your first video…

Website Wizardry, Part 1: Team Pages

Your website is the backbone of your business, supporting all of your digital marketing efforts. Creating an enchanting website is hard to do in just one afternoon. That’s why we’re…

Podcast #53: Tech Trends on the Rise

If you’re curious how the tech landscape is changing for advisors, and where your biggest weaknesses might lie, check out this episode

Communication Trends in 2021

Watch this webinar, presented by Ionlake, for an in-depth look at communication trends financial professionals need to know in 2021. Join this informative, interactive webinar and…

FMG Suite + Redtail: Using Multichannel Marketing

Watch this webinar replay with FMG Suite and Redtail CRM to learn how to effectively use multichannel marketing. In this replay, we show you: How to integrate FMG Suite with Redtail…

Ask Me Anything – April 2021

Curious about an FMG Suite tool? Have a burning question about something in our content library? Wondering what future features we have planned? Now is your opportunity to ask! Listen…

Podcast #52: What Advisors Need to Be Successful

Two industry thought leaders cover all the tips financial advisors need to hear right now. If you’re looking for ways to be a better business owner...

Running an Event from Start to Finish

Event marketing is a marathon, not a sprint. It takes a lot of planning and preparation to get an audience to join your event—and your FMG Suite tools can help. Leverage your marketing…

Podcast #51: Working with Millennial Investors & Advisors

Mary Beth brings her expertise in marketing and younger investors to a discussion with host Mike Woods on...

Video 101 for Financial Advisors

Lights, camera, panic? It’s no secret that video has become a powerful tool for advisors to connect with their network and grow their business. But getting started can be scary. In…

Podcast #50: Updates on the Industry

In this episode, host Mike Woods is joined by Mark Schoeff Jr., senior reporter for InvestmentNews, who brings his unique perspective on everything that has happened – and what’s coming next – for financial professionals.

The Suite Scoop: Quarterly Roundup – Q1 2021

Let us show you what our Products and Content team has been up to these past few months! Watch this replay featuring Iris Wu, FMG Suite’s Growth Marketing Strategist, and Cassie…

Closing The Gap: Women in Financial Services

Women financial advisors represent just 15% to 20% of all advisors, and among women advisors of color, the numbers are even worse. In this panel webinar, we’ll discuss reasons behind…

Podcast #49: Achieving Your Dream Career

Whether you’re curious about making the move from advisor to thought leader, or are ready for ways to continue growing your firm, this is a can’t-miss episode.

The Financial Professional’s Guide To Social Media

It’s no longer a question of should you be on social media. It’s now all about how. This guide will give you step-by-step instructions on creating and optimizing your social presence on each platform.

Get Down with Downloadables to Grow your Relationships

When we create content for financial professionals at FMG Suite, we know that not one size fits all. That’s why we created our latest content type, Downloadables, so you can…

Client Acquisition in a Digital World

Because you now spend most of your time in front of a screen, you can no longer rely on in-person meetings, lunches, or educational seminars to lure in a steady stream of prospects. In…

FMG Suite + Wealthbox: Modern Marketing Lifecycle for Advisors

How does a successful advisor use modern tools to grow his business and build stronger relationships? Watch this webinar, presented by Wealthbox and FMG Suite, for an inside look at…

Podcast #48: Improving Visibility of Advisors of Color

Dana sits down with our VP of Marketing, Solange Jacobs Randolph, for an important conversation around bridging the gap between...

The State of Marketing Technology for Financial Advisors

The Best Digital Tools for Financial Advisors How are your peers using marketing technology? An industry survey of advisors and wealth firms reveals proven technology tools you can…

5 Ways to Leverage the SEC Advertising Rule Change

This ebook details 5 ways that RIAs and financial advisors can take advantage of the upcoming rule change.

Podcast #47 Grow By Promoting Your Authentic Self

Kate joins Mike for a discussion on how being your authentic self in your marketing can help you grow your firm and attract more of your ideal clients.

Leverage the Power of Client Testimonials and Reviews

The SEC’s new changes for Rule 206(4)-1 permit advertisements that enable registered investment advisors to promote themselves via testimonials, endorsements, and third-party ratings.…

Sequencing Your Marketing Content

Email and social media marketing are powerful channels for building awareness, boosting acquisition, and increasing conversion – but your clients and prospects may not be ready to engage with…

Podcast #46 Marketing Insights from Former Twenty Over Ten CMO

In this robust conversation, Samantha and Mike cover what’s new for Samantha and advisor marketing in 2021.

Ask Me Anything – January 2021

Curious about an FMG Suite tool? Have a burning question about something in our content library? Wondering what future features we have planned? Now is your opportunity to ask! Listen…

Panel Webinar: Engaging Audiences Digitally

One of the best ways to improve is to learn from those who are already finding success! This webinar features three experienced financial professionals sharing the inside scoop on what has…

Podcast #45 Compliance Insight on the SEC Testimonials Rule

This new rule is an exciting change for investment advisors. Listen to this episode to understand what it means from a compliance expert!

Find Your Voice: Creating an Authentic Brand Personality

To build a brand, you need to know who you are and — most importantly — how to communicate it effectively. A brand voice is your company’s unique personality which encompasses your company’s…

PODCAST #44: Past, Present, & Future of FMG Suite

To close out the year, Mike is joined by FMG Suite CEO Scott White. Scott and Mike take inspiration from A Christmas Carol to discuss the Past, Present, & Future of FMG Suite in the wild year that was 2020.

The Suite Scoop: Quarterly Roundup – Q4 2020

As we head towards the end of 2020, you’ll probably think we might slow down on new features and updates – but we haven’t! In the past 3 months, we’ve added some incredible new features…

High Deliverability: Getting the Most Out of Your Email Tools

Email marketing is more powerful than ever before. Even with new technology, email still remains a persuasive digital marketing channel for building awareness, boosting acquisition, and…

Planning & Predicting Marketing in 2021

The year is coming to a close, and it’s time to look forward to the next one. Pull out your crystal ball and see into the future as we plan and predict marketing trends and strategies for…

PODCAST #43: Achieve Work-Life Balance

Dr. Parry’s mission is to help advisors live life on purpose. Listen to this podcast for tips to help achieve balance through focus, delegation, and planning...

Blueprint For Relationship Marketing In A Digital Age

A Guide for Financial Professionals Relationship marketing may seem like just another industry buzzword. But how you handle relationships with existing clients determines whether you can rely solely…

PODCAST #42: Building a Purpose-Driven Practice

In this episode, Lawrence explains why he starts every meeting with a new client discovering their dreams and reason for being here. He and his entire team are dedicated to aligning investment plans toward not only building wealth, but also building a life.

Creating Your Everyday Marketing To-Do List

For busy financial professionals, marketing may not come naturally. To keep your marketing engaging, effective, and working for your business, it’s a good idea to do a little bit everyday.…

Video Marketing: The Future of Content Marketing

When it comes to marketing, marketers frequently use the popular phrase “content is king,” coined by Bill Gates in 1996. Even today, more than 20 years later, the phrase remains…

PODCAST #41: Social Media for Prospecting & Retention

Robert Knop, CEO of Assist You Today joins us this week for a crash-course in how to make social media efforts more effective for financial advisors. Robert is an expert at helping financial...

What the Election Means for Your Clients

2020 is shaping up to be a wild election year! Understandably, many financial professionals are concerned about how to prepare for any outcome, and how to help their clients prepare as…

Ask Me Anything – October 2020

Have you been wondering how to best leverage the FMG Suite platform? Do you stay awake at night thinking about social media management or how to use the FMG Suite email builder for…

PODCAST #40: Your Clients and The 2020 Election

In this podcast Mike Woods sits down with John Diehl, CFP®, CLU®, ChFC®and Senior Vice President of Applied Insights to discuss the Hartford Funds 2020 Presidential Election Survey.

How to Get Real Leads from LinkedIn

This webinar features a guest presentation from Seth Greene, CEO of Market Domination. Seth leads you through proven strategies to generate real leads from LinkedIn for your financial…

Guide to Marketing Automation

Automating your marketing is one of the biggest trends for business owners in recent years. In this webinar, we discuss how you can automate emails, social media, and even printed greeting…

Sprucing Up Your 2020 Holiday Marketing Plans

The calendar may say October but it’s never too early to start planning for the holidays. We realize that how you celebrate this year will likely look a little different from years…

PODCAST #39: Standing Out in a Crowded Industry

In this episode, Seth and Mike discuss how you can use podcasts, direct mail, LinkedIn, and even authoring your own book to connect with your clients, reach new leads, and rise above the competition.

“Ask Me Anything” with FMG Suite’s CEO & CTO

We are excited to present our first ever “Ask Me Anything” webinar featuring FMG Suite CEO Scott White and Chief Product Officer Dave Christensen. This webinar features a dive into the state…

The Suite Scoop: Quarterly Roundup – Q3 2020

The leaves have started to change colors so at FMG Suite, that means another door closed on another exciting quarter of releases. Let us show you what our Products and Content team has been…

PODCAST #38: Adapting to a New Marketing World

Get the inside scoop on advisor marketing, FMG Suite, and the industry with this week’s guest, FMG Suite’s Chief Product & Technology Officer, Dave Christensen.

Guide to Online Advertising

How to plan, launch, and track ads on social media and search engines If you want to reach new leads and grow your business, merely posting to your social media accounts and having a website is…

Boost Your Brand Online with Local Listings & Paid Search

On-site SEO is just the start. Local listings and paid search campaigns are also key to improving your visibility and attracting new leads to your website. Discover the power of off-site SEO…

Making your Website ADA Accessible with FMG Suite

Compliance is a term that financial advisors hear often and you may have wondered how it applies to the Americans With Disabilities Act and your website. Simply put, not everyone can…

Podcast 37: SEO Essentials from an Expert

In this episode, host Mike Woods and guest SEO expert Jordan Leavitt discuss everything advisors need to know about Search Engine Optimization, or SEO.

SEO Guide for Financial Professionals

The mantra “If you build it, they will come” does not necessarily apply to websites. If you want to find new clients online, optimizing your website for search engines should be your…

Podcast 36: Connection & Communication: Advice from Financial Planning Winners

This week’s episode features host Mike Woods and leadership from Private Ocean, a wealth management group that won Financial Planning’s Visionary Leader Award earlier this year.

Regulation Best Interest Update

Now that Regulation Best Interest (Reg BI) has been in place for two months, let’s evaluate how it’s working, and what financial professionals can do to make sure they’re compliant.…

How to Host a Check-In Webinar

In the last few months, webinars have gone from a nice idea, to an absolute necessity for advisors looking to connect with and educate their networks. But how do you get started hosting a…

Podcast 35: Social Media Secrets from LPL Expert

If you need actionable tips to get started with social media or improve your current efforts, tune in to this episode with Sarah LeBlanc, Assistant VP of Marketing at LPL Financial.

Social Media Made Easy with FMG Suite

Social media is a fast and inexpensive way for an advisor to engage with new contacts and build brand awareness. FMG Suite has the tools available to make managing your social presence easy —…

The Complete Guide to Podcasting for Advisors

Podcasting has enjoyed a meteoric rise. Over the last three years, the total podcast audience has grown 34%. The new format took some time to make its way into the zeitgeist, but now a full 75% of…

Ask Me Anything – July 2020

Have you been wondering how to best leverage the FMG Suite platform? Do you stay awake at night thinking about social media management or how to use the FMG Suite email builder for…

Social Media Lead Generation for Financial Advisors

If you know how to use it correctly, social media can be one of the most effective ways to connect with clients, improve your online presence, and attract new leads.Watch this webinar for expert…

Podcast 34: Leadership as the Secret to Exponential Growth

Peter is a highly sought after speaker, with a unique insight into the financial services industry. If you’re looking for advice to take your firm to the next level, don’t miss this episode!

RIA Marketing Beyond the Crisis

The future is uncertain; that is certain. Join a lively discussion about financial professional challenges during the current pandemic and opportunities that may exist in the brave new world…

Podcast 33: Playing To Your Marketing Strengths

Kristina speaks passionately about how she uses her personality and strengths to market her firm and better serve her clients. Tune in to this episode if you’re ready to stand out!

Better Blogging Using FMG Suite Tools

Blogging is a great way for an advisor to share their firm’s personality with their clients but the idea of starting a blog can be daunting. Watch our webinar replay for a run down of…

Update on the CARES Act

It’s tough to keep up with all the new provisions of the CARES Act. Watch this webinar with FMG Suite’s Mike Woods for a quick overview of all the updates you need to know. Join us for…

Podcast 32: Combining Passion & Finance for a Successful Brand

Tune into an engaging conversation with Chau Haner, FMG Suite’s VP of Marketing, and Zaneilia Harris, CFP®, author, and founder of H & H Wealth Management.

The Suite Scoop: Q2 2020

As we ease into summer and watch the temperature climb, I can’t think of a better way to cool off than with a suite scoop of FMG Suite’s most recent content and product updates!…

Building, Transitioning, & Thriving: Advice from Advisors at Every Phase

Curious how you can get started with a new business, transition an existing one, or make sure your business keeps thriving for years? Watch this roundtable conversation to learn how real…

Podcast 31: Serving & Supporting LGBTQ Investors

This week’s episode features a conversation with Chau Haner, FMG Suite’s VP of Marketing, and Laura LaTourette, CFP® and Founder of Family Wealth Management Group, which serves women in transition and LGBTQ investors, among other members of her community.

Marketing on Autopilot: FMG Suite’s Automated Marketing Campaigns

Leverage the power of automated marketing campaigns to make it easy to send out content to your clients. Join us for a 1-hour webinar to learn about the following: What are automated…

Podcast 30: Communicating Your Value With Branding

This week features a conversation with Solange Jacobs Randolph, FMG Suite’s Senior Director of Marketing, and Steve Morris, Founder and President of Matter Consulting.

The Pleasure & Pain of Finding the Right Client

When it comes to building your new business, or just refreshing your current roster, finding the ideal client for you is a key part of the journey. And equally important, is knowing how to…

Guide to Hosting Client Events

This guide takes you step-by-step through the brainstorming, planning, and hosting process so you can put on a successful event that engages and retains your network.

Podcast 29: How to Become a Thought Leader

This week, host Mike Woods is joined by John Lincoln, Co-founder and CEO of Ignite Visibility, an SEO and Digital Marketing Agency located in San Diego. Don’t miss this episode if you’re looking for digital marketing tips from an established expert!

Make Your Website a Lead Generation Machine

These days, your website is more than just an online business card. It has to set you apart, show your worth, and encourage visitors to become leads. Easier said than done, especially for a…

Winning With Webinars Using FMG Suite Tools

Learn how to make your webinar successful using FMG Suite tools. Join us for a 1-hour webinar to learn about the following: Why host webinars? What FMG Suite tools can you use with your…

Podcast 28: Authentic Connection in a COVID-World

Are you unsure about how or whether to keep marketing your business in a COVID-world? In this episode, host Mike Woods speaks with FMG Suite Lead Marketing Specialist William Gunn who has coached more than 500 advisors on growing their businesses.

Countdown to Reg BI

The new legislation from the SEC, Regulation Best Interest, officially goes into effect June 30, and it’s currently a race to the compliance finish line. Watch this webinar replay for tips to…

What the CARES Act Means for Your Clients

Feeling overwhelmed by the CARES Act? Our next webinar guest is Natalie Taylor, a Certified Financial Planner™, Behavioral Financial Advisor™, and Business Insider Contributor, who will…

Podcast 27: What the CARES Act Means for Your Small Business

Whether your clients are small business owners or independent contractors, or you’re looking for CARES Act advice for your own firm, this episode has you covered.

Defining Your Niche Audience Webinar Roundtable

If you’re struggling to make headway with your marketing efforts, it might be time to focus your efforts on a niche audience. When your firm is able to serve, and market to, a specific type…

Curating Timely Content to Enhance Client Loyalty

Learn how you can use FMG Suite’s timely content tools to communicate with your clients on things that are happening in the world right now that may be affecting them. Join us for a 30-min…

Podcast 26: Communication & Marketing Tips from an Industry Coach

Check out this episode for actionable marketing strategies to help you strengthen your business during COVID-19 and beyond.

How to Create Your COVID-19 Game Plan

During these trying times, the way you serve and communicate with your clients may have shifted. In this webinar, we walk you through how to create an effective plan to help your clients…

The Suite Scoop: Q1 2020

So far, 2020 has been anything but expected. In times like these, it’s important to focus on the little victories along the way. We’re thankful for online webinars so we can continue…

Podcast 25: Building Relationships in Times of Crisis

Tune in for Michael’s advice on staying in touch with clients in times of crisis, calming their fears, and using the FMG Suite content library to boost his relationship-building powers.

Why Successful Advisors Use Branded Magazines

Print magazines are a great way to engage with customers in the offline world. Find out how branded magazines can be impactful for your business! In this 30 minute webinar, we will discuss…

How to Discuss the Market + Coronavirus

We know this is a stressful time for clients and advisors alike. In our recent webinar, we brought together three industry thought leaders to highlight how advisors can address the market…

Podcast 24: By Women, For Women: Insights from the Female Advisor Network

In this episode, Mike sits down with Nina O’Neal, Partner and Investment Advisor with Archer Investment Management and founder of the Female Advisor Network. Tune in now!

Webinar Wizardry: A Look Into Your Website Tools

Your website is one of the most powerful tools in your marketing toolbox. After all, this is where prospective clients go to learn about your firm so it’s important that your site is a…

How to Grow Your Practice With Client Appreciation Events

By putting the effort into planning an event that appeals to your clients, you’re able to prove your value, increase referrals, and strengthen relationships with your network. Watch today!

Podcast 23: Hosting Events That Excite You and Your Clients

This episode has great insight on event planning for financial advisors. For a fresh perspective on event planning that generates new leads and grows client relationships, this is a must-listen!

Advisor Success Story: How I Grew My Practice with a Sales Process

Watch this webinar to discover how you can grow your customer base and share of wallet utilizing the Circle of Wealth planning process. In this discussion, Greg Woodbury, the FMG Suite VP of…

Get Ready for Women’s History Month

March is Women’s History Month! In preparation, you’re invited to a very special edition webinar: “Get Ready for Women’s History Month.” Join us for a sneak peek at our upcoming…

Podcast 22: Crucial Insights from a SECURE Act Expert

You’ll want your notepads for this one! Jamie is an incredible resource for busy financial advisors looking for clarity on the SECURE Act.

How to Talk to Your Clients & Prospects About the SECURE Act

As you probably heard, one of the biggest changes to retirement in recent years occurred just a few weeks ago. The SECURE legislation — which stands for “Setting Every Community Up for…

Wealthbox & FMG Suite: Powerful Tools, Better Together

Successful companies around the globe leverage the power of data by integrating their CRM and marketing tools. You too can amp up your marketing by integrating Wealthbox CRM and FMG…

Outside the Suite: Third-Party Apps

Wondering how you can use third-party apps with your website? We will cover all of the basics that you need to know! In this 30-min webinar, learn about third-party apps that advisors use…

Podcast 21: Why Great Marketing Starts with Getting To Know Your Clients

Discover proven strategies from best-selling author and marketing expert, David Bradley, that will help you reach new clients more efficiently. Don’t miss his incredible insights!

Save the Date: Event Marketing

Event marketing is a great way to build brand awareness, increase customer engagement, generate leads, and educate prospects and customers. In this 30-min webinar, learn more about event…

Build a Powerful Multi-Channel Marketing Strategy with FMG Suite

What good is a brand message if it doesn’t reach your ideal client? The best marketing strategy uses multiple channels to reach and engage prospects––email marketing, social media, website…

Smart Marketing with Redtail CRM + FMG Suite

Redtail Technology and FMG Suite are dedicated to helping advisors work smarter. The Redtail CRM can be easily integrated with FMG Suite’s flexible, easy-to-use marketing and content…

Podcast 20: Strengthen Your Brand with Social & Video

Ever wondered how you can build a successful online brand that helps you network and promote your firm? RIA Blake Spencer has done just that! If you want to hear from a real influencer in this industry, don’t miss this episode with Blake Spencer!

Old School Meets New School: Integrating Digital and Offline Marketing

Even before the Internet, advisors used direct mail, seminars, and referrals better than any other service professionals. Then the Internet happened.

The Suite Scoop: Quarterly Roundup Q4 2019

It’s the end of the year, and we will be taking a look back at the last quarter’s new content and updates to your FMG Suite tools. In this 30 minute webinar, we will recap all the changes…

2020: What’s Your Marketing Goal?

What’s your marketing goal for the upcoming year? Having clear marketing goals allows you to measure success, allocate resources properly, and adjust your marketing strategy. In this…

Podcast 19: Content Tips from FMG Suite Experts

Curious about content? Tune in to this episode with FMG Suite’s Rebecca Smith (Content Director) Raudel Enrique (Art Director). Their team creates over 250 new pieces of content every month, and they have a unique perspective on what works for advisors like you – and what doesn’t.

Master Marketing in 2020 With A Documented Marketing Strategy

The New Year is right around the corner. If you want to grow your business and obtain that next level of success, the time to make a plan is now! And when we say “make a plan,” we mean document your marketing strategy in writing! If you want 2020 to be your best year ever, this broadcast is a must!

Make Customer Marketing & Communication More Efficient and Effective

SmartOffice CRM helps advisors analyze and manage customer data efficiently. FMG Suite delivers a comprehensive marketing system that’s perfectly tuned to the needs of your business, with the…

Maximize Your Attract Subscription!

Your Attract subscription is stocked with powerful marketing tools that make it a snap to communicate with your contacts across email and social media. Make sure that you are getting the most…

Podcast 18: A Military Vet Explains How to Attack Digital Marketing

Rafi has been with FMG Suite since its inception and has enjoyed tremendous success by utilizing our tools and services. This podcast is a must for anyone who wants to understand the far-reaching capabilities of digital marketing.

Choose Your Own Content Adventure: Exploring FMG Suite Content Types

Explore the different types of content that FMG Suite offers! In this 30-min webinar, we explain the different types of content available to you. Watch our webinar replay to learn: Explain…

Automate Social Media!

If you want to automate your social media presence, the Social Foundation automated marketing campaign is for you! In this webinar, you’ll learn how to turn on and fine tune this…

Podcast 17: Reach a Niche Audience with Branding & Events

Don’t miss this jam-packed episode with Liz Kasha, Director of Marketing at Herbert Financial Group, in which she discusses all the marketing strategies she uses to generate new prospects and grow stronger relationships with her niche auto industry client base.

How to Conduct an End-of-Year Marketing Analysis

A solid social marketing strategy is comprised of three fundamentals. In this comprehensive broadcast, Marketing Strategist Charlotte Spangler will provide actionable insights into social media marketing strategy, selecting the right content, and marketing execution.

Content Marketing Strategy Toolkit

This toolkit will contain all the information you need to create a really stellar piece of content, get it to the right people, and then repurpose it again and again to get the most you possibly can out of it.

Podcast 16: Creating & Following a Marketing Calendar

Join Mike Woods and Solange Jacobs Randolph, FMG Suite’s Senior Director of Marketing, as they discuss how advisors can create a successful marketing calendar.

Top 10 Podcasts for Financial Advisors

Podcasts continue to gain in popularity as a convenient medium for entertainment and education. Covering almost every topic and industry, podcasts let you turn downtime into an opportunity to add to…

3 LinkedIn Routines to Reach New High Net-Worth Clients

LinkedIn is often considered the best social network for financial advisors, but are you using the platform to its maximum potential? Watch this webinar replay with Greg Woodbury, our VP of…

Land More Leads with Landing Pages

Learn about how you can use landing pages to capture more leads! In this 30-min webinar, learn all about landing pages! Watch our webinar replay to learn: What is FMG Suite’s Landing Page…

Podcast 15: Episodes in Review

In this episode, our host Mike Woods takes the mic solo to discuss all the interviews we’ve had so far. If you’re curious about which episodes of the Market in Motion podcasts you should check out or revisit, this quick recap is for you!

How to Use Video for Lead Generation

Podcast 14: Guide to Video Creation for Financial Advisors

In this episode of the Market in Motion Podcast, Brandon Brown, VP of Products and Creative at FMG Suite takes you through the ins and outs of creating your own videos.

Maximize Your Connect Subscription!

Are you maximizing the suite of tools included in your Connect subscription? Learn how to use your email and social media marketing tools more efficiently in this webinar exclusively for…

Maximize Your Standout Subscription!

Your FMG Suite Standout subscription comes packed with tools to power your digital marketing. To get the most out of your suite of tools, we want to make sure you know how to use them. Learn…

The Suite Scoop: Quarterly Roundup Q3 2019

The weather may be cooling down where you are but the FMG Suite team is still bringing the heat, releasing a herd of new content and product updates over the last three months. We’re…

Meet & Greet: Getting to Know Our New Greeting Cards

Social media and email makes reaching out to your contacts as easy as clicking a button but these messages can feel a tad impersonal. If you’re looking for an unexpected but classic way to…

Podcast 13: Using Events to Grow Relationships with Clients & Prospects

In this episode, discover how she works with Amber, her FMG Suite marketing specialist, to plan events for clients and prospects that offer financial education AND a chance to socialize.

Marketing with FMG Suite Tools From an Office Admin’s Perspective

It’s quite common for an advisor to rely on their assistant to help run their marketing. How can assistants best utilize their resources and help an advisor grow their business? This…

The Content Strategy Toolkit for Financial Advisors

Podcast 12: Best Practices from Advisor Marketing Expert Seth Greene

In this episode, Seth draws advises advisors on growing their practices with great content and reliable referrals. 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.

Podcast 11: Next-Level Marketing for Financial Advisors with FMG Suite’s VP of Marketing Chau Haner

In our latest podcast episode, Chau gives advisors the insight they need to take their marketing to the next level – without having to take a course.

What a Marketing Coach Can Do For You

If you struggle to reach your business goals or make a dent with your marketing, a coach might be the boost you need. Like a personal trainer, a coach helps you develop a plan to reach your…

What’s the Deal with Persona Accounts?

Persona accounts allow you to give other members of your firm access to their own marketing tools without adding another website. In this webinar, we cover all the details about Persona…

Podcast 010: William Gunn – Lead Marketing Strategist at FMG Suite

In this episode hosted by FMG Suite Compliance Chief Mike Woods, William Gunn discusses the four areas where advisors most need improvement: Branding, Communication, Office Systems, and Prospecting.

7 Reasons Why Coaching is the Ultimate Secret Weapon

Podcast 009: David Demars – CERTIFIED FINANCIAL PLANNER™ at Demars Financial Group

In this episode, David and host Mike Woods discuss how investing in marketing has made all the difference for his business. If you want to see how the right marketing strategy can take your firm to the next level, this is the podcast for you.

How to Create an Email Newsletter – Webinar Replay

Do you have questions about email newsletters you’ve been wanting to ask, but weren’t sure where to begin? This in-depth webinar takes you step-by-step through the process of building an…

Get Social: Using Your Tools for Social Media Management

Learn how to use the tools in your FMG Suite subscription to manage your social media. Join us for a 30-min webinar to learn about the following: What are the Social Tools in my…

Back to Basics: Email Marketing for Advisors

Podcast 008: Jamie Hopkins – Director of Retirement Research at Carson Group

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.

Podcast 007: Robert Powell – Editor of Retirement Daily on TheStreet

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.

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

If you’ve been paying attention to the news, and are curious how this will affect the financial markets moving forward, you need to tune in to our latest podcast episode.

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

In this episode, Greg joins our host Mike Woods to discuss why advisors who wish to remain competitive must stop making marketing an afterthought.

Podcast 004: Carl Richards – Creator of The Behavior Gap

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.

Susan-Danzig-FMG Suite, Podcast, Financial Advisors

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

If you think there’s any possibility of 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.

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

Dave has had the chance to get a unique view of not only the impact good marketing can have on financial advisories, but how marketing itself has grown into something much bigger than what most financial advisors view it as.

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

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 important strategies, tactics, trends, and challenges facing financial advisors today.

Social Media Marketing Strategies for Financial Advisors

A Week in The Life of a Successful Financial Advisor: John Galego

Do you wonder how other advisors manage their digital marketing? Tune in to our “Week in the Life” webinar where we interview a real advisor just like you who are seeing success with…

What’s New with FMG Suite? Q2 2019 Roundup

Join us for a look back at 2019 Quarter 2! In this 30-minute webinar, we will recap all the changes we’ve made to your products and new content we’ve released. Watch our replay…

The 7 Must-have Email Templates For Financial Advisors

Need to send a marketing email to your clients or prospects but don’t know what to write or say? We’re here to help. We’ve compiled a document of our most requested email templates!

The Financial Advisor’s Guide To Google Analytics

As any good marketer knows, an inbound strategy is only as strong as its analytics. All FMG sites come ready to be integrated with Google Analytics and our newest white paper will help you get started.

Branding Strategy For Financial Advisors

Whether you are developing a content strategy, positioning your niche in an industry or pitching your business plan — a strong brand will be the key to inspiring clients and prospects to buy into your vision.

Your Mid-Year Digital Marketing Check Up

Not at the six-month mark for your marketing? You can still use this helpful guide on a regular basis to check in with your marketing strategies and see what’s working and what needs attention.

The Financial Advisor’s Starter Guide To Digital Marketing

Don’t see the need for marketing? Haven’t had a chance to start? This guide will help you take the first steps toward launching a well-oiled marketing machine regardless of your budget or schedule.

Your Brand Positioning Construction Kit

Brand positioning is more than just your relation to the other financial professionals in your field. It is also about the conversation your brand is having with the world at large. This whitepaper will help you position your brand that will ip

Blogging Guide 2.0 For Financial Advisors

When readers trust your blog, just imagine what they can bring to your business. To help you get started, FMG Suite has developed a comprehensive whitepaper that reveals how you can get started today!

The Financial Advisor’s Complete Guide To Branding Whitepaper

Once you understand the true value of your advisory’s brand, you will begin to understand that ignoring it is not an option. But where do you start? FMG Suite is here to guide your first steps!

Tips And Tricks For Writing Web Content Like A Pro

Whether you’re about to launch your first website or are revamping your fifth, follow our tips and tricks for making your website content engage and delight clients and prospects.

The Financial Advisor’s Guide To Email Marketing

Email has largely become the key communication method between advisors and their clients and prospects. FMG Suite will guide you through the essentials you need to achieve successful and effective email marketing!

Content Creation Toolkit 2.0

At FMG Suite, we’ll teach you everything you need to know about content creation, from concept and writing all the way to publishing and repurposing. Starting today, we’re thrilled to release our new Content Creation Toolkit 2.0.

How To Capture Leads With Gated Content Whitepaper

In the new whitepaper from FMG Suite, we dive into the elements that make a powerful piece of gated content. We will give you the information you need to execute this game-changing strategy in your own marketing plan.

Advanced SEO for financial advisors whitepaper

We wanted to provide an easy-to-follow roadmap that would lead your marketing efforts to more visibility and increased marketing success. This white paper is the result of our efforts, and we are excited to offer it to you for free!

Commitment to data security whitepaper

Financial advisors have a vested interest in earning the trust of their clients. This white paper includes information on several strategies that financial advisors can use to make their online presence more secure and inspire more trust in their prospects and clients.