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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...

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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.

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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.

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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!

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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.

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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...

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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. 

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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...

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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.

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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.

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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.

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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.

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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.

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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.

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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!

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Kristina Kuprina
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!

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Zaneilia Harris
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.

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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.

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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.

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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!

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AUTHENTIC CONNECTION IN A COVID-WORLD
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.

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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.

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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.

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FMG-Podcast_Michael_Oana
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.

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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!

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Hosting Events That Excite You and Your Clients
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!

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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.

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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!

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Strengthen Your Brand with Social & Video
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!

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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.

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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.

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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.

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Podcast 16: Creating & Following a Marketing Calendar
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.

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financial advisor podcast
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…

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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!

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Brandon Brown VP of Products and Creative at FMG SUite
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.

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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.

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Seth Greene - Market Domination
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.

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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.

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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.

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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.

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PODCAST 008: JAMIE HOPKINS – DIRECTOR OF RETIREMENT RESEARCH AT CARSON GROUP
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.

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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.

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

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

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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.

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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.

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Dave Christensen – Chief Product & Technology Officer at FMG Suite
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.

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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.

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Podcasting 101 for Financial Advisors

Content marketing isn't limited to the page. You can use video, images, and, which is why we're here today, podcasts to share your messaging and promote your business. Podcasts have significantly…

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How Do I Start a Podcast?

Podcasts are all the rage these days and for good reason. Not only are they an engaging form of content that can attract new prospects, but they are also fairly easy to make. Join Kirk Faulkner…

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