Market In Motion Podcast For Financial Advisors

Lawrence Ford, CEO & Founder of Conscious Capital Wealth Management, created his firm with an eye for purpose-driven investing and company building.   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 rewarding life. If you’re curious about ESG, recruiting advisors and clients with a purpose-driven practice, and how Lawrence has been able to build a firm with these concepts, check out this episode.   Learn about FMG Suite: https://go.fmgsuite.com/podcast Questions? Contact us at marketing@fmgsuite.com  

Robert Knop, CEO of Assist You Today joins us this week for a crash-course in how to make financial advisor social media efforts more effective. Robert is an expert at helping financial professionals embrace digital marketing, and he currently gains 100% of his leads from social media and events.   In this episode, we discuss how financial advisors can successfully prospect on LinkedIn by adding value – not launching right into a pitch. Tune in to learn the biggest mistakes small business owners make on social media, why you should spend as much time on retention as acquisition, and what will help set your LinkedIn page apart from other financial advisors.   Learn about FMG Suite: https://go.fmgsuite.com/podcast Questions? Contact us at marketing@fmgsuite.com  

This week Mike Woods sits down with John Diehl, CFP® and Senior Vice President of Applied Insights to discuss the Hartford Funds 2020 Presidential Election Survey. John and his team have conducted this survey for the last 5 presidential elections to try to understand how election cycles are getting into investors’ psyche and impacting their emotions. If you’re curious how your clients are feeling about their financial planners during the election, how to discuss politics with your clients (including why it’s a recommended conversation), and planning opportunities around the election, don’t miss this episode. Learn about FMG Suite: https://go.fmgsuite.com/podcastQuestions? Contact us at marketing@fmgsuite.com 

Seth Greene, CEO of Market Domination, is an expert at helping financial advisors stand out with creative marketing strategies.   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.   Learn about FMG Suite: https://go.fmgsuite.com/podcast Questions? Contact us at marketing@fmgsuite.com

Get the inside scoop on advisor marketing, FMG Suite, and the industry with this week’s guest, FMG Suite Chief Product & Technology Officer, Dave Christensen.   Dave and Mike discuss how marketing has changed since March and why now is the time for advisors to catch up with technology.   Plus, Dave reveals what’s coming next from FMG Suite, including a mobile app, ongoing SEO, and new lead generation tool.   Learn more about FMG Suite: https://fmgsuite.com/Subscribe to our podcast alert emails: https://fmgsuite.com/newsletter-signup/ Questions? Contact us at marketing@fmgsuite.com

In this episode, host Mike Woods and guest SEO expert Jordan Leavitt discuss everything advisors need to know about SEO. Jordan is the Digital Marketing Team Lead at FMG Suite and previously worked for renowned marketing thought leader Neil Patel.    Tune in to understand how SEO works and walk away with actionable ideas to improve your site’s search engine rankings and drive the right traffic to your site.   Learn more about FMG Suite: https://fmgsuite.com/Subscribe to our podcast alert emails: https://fmgsuite.com/newsletter-signup/ Questions? Contact us at marketing@fmgsuite.com

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.  Greg Friedman, CFP®, Founder & Chief Executive Officer, and Cynthia Greenfield, Chief Experience Officer, break down how they were able to care for clients and employees when the pandemic hit. Don’t miss this conversation for ideas for virtual events, tips to keep your team connected, and why Greg thinks remote work is here to stay. Learn more about FMG Suite: https://fmgsuite.com/Subscribe to our podcast alert emails: https://fmgsuite.com/newsletter-signup/ Questions? Contact us at marketing@fmgsuite.com

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. Sarah and FMG Suite’s VP of Marketing Chau Haner dig into top social media questions from advisors: how to select the strategy that works best for you, why being consistent should be your first goal, and how to best use social media during the stay-at-home orders. Sarah is a 20-year veteran in marketing for financial services, and she offers invaluable wisdom on the secrets of social media. Learn more about FMG Suite: https://fmgsuite.com/Subscribe to our podcast alert emails: https://fmgsuite.com/newsletter-signup/ Questions? Contact us at marketing@fmgsuite.com

This week’s episode features a conversation with host Mike Woods and Peter Montoya, leadership strategist, keynote speaker, and best-selling author.    Peter and Mike discuss how leadership—not just management—is key to exponential growth for your business. Tune in for expert insight on how to create a purpose-driven organization, tips for making the right decisions, and how even a solo-practitioner can expand their business.    Learn more about FMG Suite: https://fmgsuite.com/Subscribe to our podcast alert emails: https://fmgsuite.com/newsletter-signup/ Questions? Contact us at marketing@fmgsuite.com

In this week’s episode, hear from Kristina Kuprina, Wealth Advisor and founder of Sequoia Wealth Advisors, and how she plays to her strengths to create marketing strategies that work for her.   Kristina and host Mike Woods discuss how she used her gift of public speaking to pivot to webinars during the pandemic, which brought in new clients and additional speaking opportunities. Plus, she explains why hiring a ghostwriter was the best choice for her business, and how she grows her firm via her affiliated charitable foundation.   Learn more about FMG Suite: https://fmgsuite.com/Subscribe to our podcast alert emails: https://fmgsuite.com/newsletter-signup/ Questions? Contact us at marketing@fmgsuite.com

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.In this episode, Zaneilia helps other planners understand how original content, a unique brand, and a commitment to authenticity can help attract and educate clients.Chau and Zaneilia also discuss ways that the finance industry can help encourage the success of minority planners.Learn more about FMG Suite: https://fmgsuite.com/Subscribe to our podcast alert emails: https://fmgsuite.com/newsletter-signup/ Questions? Contact us at marketing@fmgsuite.com

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.Tune in for insights including intergenerational differences in LGBTQ investors, how Laura uses her website and marketing materials to serve different audiences, and how she emphasizes trust and authenticity with her clients. Plus, they discuss how mentorship, education, and visibility can help to bring more diversity to the financial services industry.Learn more about FMG Suite: https://fmgsuite.com/Subscribe to our podcast alert emails: https://fmgsuite.com/newsletter-signup/ Questions? Contact us at marketing@fmgsuite.com

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. In 25 years, Steve has worked with more than 3,000 business leaders at 250+ global and regional companies to create organizational integrity, conscious leaders, connected cultures, and evolved brands.Solange and Steve discuss how advisors can define their brand identity, core values and promises that propel their businesses forward. Discover how a clearly articulated brand helps you attract clients, differentiate yourself in a crowded marketplace, and communicate your unique value.As a bonus for listeners, Steve created a complimentary Brand Essentials toolkit for small business leaders, entrepreneurs and solopreneurs. Download it here: matterco.co/brand-essentials/Learn more about FMG Suite: https://fmgsuite.com/Subscribe to our podcast alert emails: https://fmgsuite.com/newsletter-signup/ Questions? Contact us at marketing@fmgsuite.com

This week’s episode features a fast-paced conversation with John Lincoln, Co-founder and CEO of Ignite Visibility, an SEO and Digital Marketing Agency located in San Diego.John and host Mike Woods discuss the steps advisors can take to become powerful thought leaders and grow their network through great content, social media, and a consistent customer communication strategy.Don’t miss this episode if you’re looking for digital marketing tips from an established expert!Learn more about FMG Suite: https://fmgsuite.com/Subscribe to our podcast alert emails: https://fmgsuite.com/newsletter-signup/ Questions? Contact us at marketing@fmgsuite.com

Are you unsure about how or whether to keep marketing your business in a COVID-world?Host Mike Woods speaks with FMG Suite Lead Marketing Specialist William Gunn who has coached more than 500 advisors on growing their businesses. He offers tips for how advisors can engage clients during this time and bring the human element of traditional, in-person marketing to the digital world.Learn more about FMG Suite: https://fmgsuite.com/Subscribe to our podcast alert emails: https://fmgsuite.com/newsletter-signup/ Questions? Contact us at marketing@fmgsuite.com

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.FMG Suite podcast host Mike Woods talks with Luis F. Rosa, CFP® and owner of Build a Better Financial Future, about key components of the CARES Act for small businesses. Get advice on student loan deferment, loan options, and a little-known program that might be a good fit for you. If you have questions about the variety of stimulus programs available to small businesses under CARES, listen to this episode.Learn more about FMG Suite: https://fmgsuite.com/Subscribe to our podcast alert emails: https://fmgsuite.com/newsletter-signup/ Questions? Contact us at marketing@fmgsuite.com

Enjoy a fast-paced conversation with Maria Marsala, experienced management consultant, author, and coach for financial advisors at her company Elevating Your Business.Tune in for her insights on communicating in crisis, adapting to virtual work, and her advice on how to find the right niche audience for your firm. Learn more about FMG Suite: https://fmgsuite.com/Subscribe to our podcast alert emails: https://fmgsuite.com/newsletter-signup/ Questions? Contact us at marketing@fmgsuite.com

“Communication is where you earn your keep as a financial advisor,” said this week’s podcast guest Michael Oana, founder of Michael Oana Retirement Planning. 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. Learn more about FMG Suite: https://fmgsuite.com/Subscribe to our podcast alert emails: https://fmgsuite.com/newsletter-signup/ Questions? Contact us at marketing@fmgsuite.com  

In this episode, we sit down with Nina O’Neal, Partner and Investment Advisor with Archer Investment Management and founder of the Female Advisor Network.Her interest in creating a retreat for female advisors blossomed into a nationwide community, and today the Female Advisor Network is proud to help female advisors connect and grow their businesses while encouraging more women to join the industry.Nina also shares her tips for both male and female advisors to create a more welcoming culture for women investors.Learn more about FMG Suite: https://fmgsuite.com/Subscribe to our podcast alert emails: https://fmgsuite.com/newsletter-signup/ Questions? Contact us at marketing@fmgsuite.com

In this episode, we speak with event planning expert Jen Singer, who has more than 20 years of experience helping business owners host events that excite.Get answers to all your burning event questions, including budget, best practices, and some outside-the-box ideas for your next client appreciation event.Learn more about FMG Suite: https://fmgsuite.com/Subscribe to our podcast alert emails: https://fmgsuite.com/newsletter-signup/ Questions? Contact us at marketing@fmgsuite.com