Market in Motion Podcast for Financial Advisors by 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. Scott provides insight on his leadership advice to advisors, what led to the Twenty Over Ten acquisition, and what marketing practices will stick next year.

Tune in for business advice from someone who’s taken a company from industry player to powerhouse.

Learn about FMG Suite: https://go.fmgsuite.com/podcast

Questions? Contact us at [email protected]

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 details and numbers behind their scenario but to understand the emotional reasons for their perspective, and break down their goals and issues through storytelling. This is what lead to his weekly column in the New York Times: The Sketch Guy.

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. Listen to this discussion right now to discover:

• How to approach important challenges and issues troubling your clients in a way that will bring them to a rational mindset and give them confidence in the plan you’ve built for them.
• Secrets to opening up effective email communication with new prospects (and practical advice to make sure you get the ROI you’re looking for from email marketing).
• How to focus all your communications—meetings, presentations, emails... whatever—to make sure your audience always walks away with the exact message you want them to hear.

Do not skip this important conversation with this behavior expert and financial industry thought leader. If you have time to listen to ONE conversation on connecting with your clients and the marketplace, this is it!

How are successful financial advisors getting ahead? What are the major trends and challenges affecting financial advisors today? Which strategies and tactics you need to grow faster? Find out here in the Market in Motion Podcast for Financial Advisors , where we discuss the most important issues affecting financial advisors with the industry’s leading figures.

Want to attract more of your ideal clients? Kate Holmes, CFP® and founder of Innovating Advice joins the podcast this week to provide her insight on how being your authentic self in your marketing can help you grow your firm. Kate and Mike also discuss how to get started with video and podcasts, tips to create a website that stands out, and why it’s not too late to make necessary changes to modernize your brand and firm.

Learn about FMG Suite: https://go.fmgsuite.com/podcast

Questions? Contact us at [email protected]

This week, host Mike Woods is joined by Jomin Bishop, VP of Sales at Wealthbox. Jomin and Mike discuss how advisors can stay compliant when using a CRM and top reports to run for more personalized marketing campaigns. Jomin also covers the tech trends he’s seen on the rise and on the decline this year – including how the pandemic revealed a need for better tech processes at firms.

Learn about FMG Suite: https://go.fmgsuite.com/podcast

Questions? Contact us at [email protected]

Thanks for listening! Don’t forget to subscribe and leave us a review.

In this week’s episode, Mike Woods sits down with Reese Harper, founder of Dentist Advisors, an independent IRA focused on dental professionals, and Elements, a financial planning software company dedicated to improving user experience for advisors and clients alike. With experience building two companies in the financial services industry, Reese offers a wealth of marketing and business insights to other advisors. In this episode, Reese shares the method Dentist Advisors used to discover its niche audience. Listen in to discover how finding your niche can help you create better marketing and grow your business.

Learn about FMG Suite: https://go.fmgsuite.com/podcast

Questions? Contact us at [email protected]

Thanks for listening! Don’t forget to subscribe and leave us a review.