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Market in Motion Podcast for Financial Advisors

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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.

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.
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Location:

United States

Description:

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.

Language:

English


Episodes

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

5/21/2019
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Industry veteran discusses the benefits of digital marketing, and why advisors can’t afford to avoid it anymore As FMG Suite’s VP of Business Development who has served financial advisors for more than 25 years, Greg Woodbury has gained unique insight into how advisors think about marketing – or rather, how they don’t think about it. In this episode, Greg joins our host Mike Woods to discuss why advisors who wish to remain competitive must stop making marketing an afterthought....

Duration:00:28:33

Carl Richards – Creator of The Behavior Gap

5/7/2019
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New York Time columnist sheds light on practical tactics to connect with clients and ease their anxieties. 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...

Duration:00:39:44

Susan Danzig – Business Development Coach for Financial Services Professionals

4/23/2019
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Secrets to creating a winning succession plan for financial advisors What does an advisory owner really need to have in order when they’re preparing for retirement and succession? For 25 years Susan Danzig has been helping financial services professionals understand their value, create and execute marketing strategies, and provide guidance for the long-term development and growth of their advisory. Over the course of that career, Susan has gained powerful insight into what an advisory needs...

Duration:00:23:04

Dave Christensen – Chief Product & Technology Officer at FMG Suite

4/2/2019
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Fintech mastermind shows how marketing has evolved and where advisors need to catch up Dave Christensen has been leading the development of marketing technology for financial advisors, insurance agents, and other service professionals for 20 years. In that time he’s 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. Listen to...

Duration:00:36:29

Kirk Faulkner – Director of Marketing at FMG Suite

3/19/2019
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Marketing expert reveals secrets to great video content Welcome to the first episode of the Market in Motion Podcast for Financial Advisors! 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. We recently held another exciting Elevate conference in sunny Orlando, Florida – and it couldn’t have gone better!...

Duration:00:42:31