Podcasts about fmg suite

The FMG Suite marketing expert provides a blueprint for building a scalable marketing machine that drives qualified leads. Host: Steve Sanduski, CFP.

Eric E. Liriano, CFP®, is the Principal and Founder of Liriano Wealth Advisory Group, LLC, with over 25 years of experience in the financial planning industry. A graduate of Boston College with a degree in Business Marketing and Communications, Mr. Liriano employs a distinctive macroeconomic approach to wealth accumulation and preservation.He serves a diverse clientele, including business owners, executives, affluent families, and professionals in academia. As a sought-after speaker, he frequently leads financial planning seminars for employees of major corporations, healthcare organizations, and educational institutions.His areas of expertise include estate planning, insurance, investment strategies, employee and executive benefits, and retirement planning. Through comprehensive financial guidance, he helps individuals and businesses secure their financial futures with confidence.Learn more: http://www.lirianowealthadvisory.com/Phone: 617-969-2933Check the background of your financial professional on FINRA's Broker Check.https://brokercheck.finra.org/individual/summary/1905998 The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Investment advisory services offered through Liriano Wealth Advisory Group LLC., an SEC Registered Investment Adviser* located in Newton, MA and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which Liriano Wealth Advisory Group LLC maintains clients. Liriano Wealth Advisory Group LLC may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Liriano Wealth Advisory Group LLC's website is limited to the disseminations of general information regarding its investment advisory services to United States residents residing in states where providing such information in not prohibited by applicable law.The Living Balance Sheet® (LBS) and the LBS Logo are registered service marks of Guardian. © 2005-2023 The Guardian Life Insurance Company of America. Online Terms & Conditions – https://static.fmgsuite.com/media/documents/b73e8f1c-12a6-4dc0-ac5e-b6bb81e5bea3.pdfOnline Privacy Policy – https://static.fmgsuite.com/media/documents/36a04efa-7d6f-4790-89b6-9cbc6de8d003.pdf Important Disclosures – http://www.guardianlife.com/Disclosures/index.htmCalifornia Insurance ID # OC63111.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-eric-liriano-cfp-principal-and-founder-of-liriano-wealth-advisory-group-tax-free-investing-and-retirement-for-legacy-planning

Eric E. Liriano, CFP®, is the Principal and Founder of Liriano Wealth Advisory Group, LLC, with over 25 years of experience in the financial planning industry. A graduate of Boston College with a degree in Business Marketing and Communications, Mr. Liriano employs a distinctive macroeconomic approach to wealth accumulation and preservation.He serves a diverse clientele, including business owners, executives, affluent families, and professionals in academia. As a sought-after speaker, he frequently leads financial planning seminars for employees of major corporations, healthcare organizations, and educational institutions.His areas of expertise include estate planning, insurance, investment strategies, employee and executive benefits, and retirement planning. Through comprehensive financial guidance, he helps individuals and businesses secure their financial futures with confidence.Learn more: http://www.lirianowealthadvisory.com/Phone: 617-969-2933Check the background of your financial professional on FINRA's Broker Check.https://brokercheck.finra.org/individual/summary/1905998 The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Investment advisory services offered through Liriano Wealth Advisory Group LLC., an SEC Registered Investment Adviser* located in Newton, MA and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which Liriano Wealth Advisory Group LLC maintains clients. Liriano Wealth Advisory Group LLC may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Liriano Wealth Advisory Group LLC's website is limited to the disseminations of general information regarding its investment advisory services to United States residents residing in states where providing such information in not prohibited by applicable law.The Living Balance Sheet® (LBS) and the LBS Logo are registered service marks of Guardian. © 2005-2023 The Guardian Life Insurance Company of America. Online Terms & Conditions – https://static.fmgsuite.com/media/documents/b73e8f1c-12a6-4dc0-ac5e-b6bb81e5bea3.pdfOnline Privacy Policy – https://static.fmgsuite.com/media/documents/36a04efa-7d6f-4790-89b6-9cbc6de8d003.pdf Important Disclosures – http://www.guardianlife.com/Disclosures/index.htmCalifornia Insurance ID # OC63111.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-eric-liriano-cfp-principal-and-founder-of-liriano-wealth-advisory-group-tax-free-investing-and-retirement-for-legacy-planning

Eric E. Liriano, CFP®, is the Principal and Founder of Liriano Wealth Advisory Group, LLC, with over 25 years of experience in the financial planning industry. A graduate of Boston College with a degree in Business Marketing and Communications, Mr. Liriano employs a distinctive macroeconomic approach to wealth accumulation and preservation.He serves a diverse clientele, including business owners, executives, affluent families, and professionals in academia. As a sought-after speaker, he frequently leads financial planning seminars for employees of major corporations, healthcare organizations, and educational institutions.His areas of expertise include estate planning, insurance, investment strategies, employee and executive benefits, and retirement planning. Through comprehensive financial guidance, he helps individuals and businesses secure their financial futures with confidence.Learn more: http://www.lirianowealthadvisory.com/Phone: 617-969-2933Check the background of your financial professional on FINRA's Broker Check.https://brokercheck.finra.org/individual/summary/1905998 The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker-dealer, state – or SEC – SEC-registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Investment advisory services offered through Liriano Wealth Advisory Group LLC., an SEC Registered Investment Adviser* located in Newton, MA, and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which Liriano Wealth Advisory Group LLC maintains clients. Liriano Wealth Advisory Group LLC may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Liriano Wealth Advisory Group LLC's website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information in not prohibited by applicable law. The Living Balance Sheet® (LBS) and the LBS Logo are registered service marks of Guardian. © 2005-2023 The Guardian Life Insurance Company of America.Online Terms & Conditions – https://static.fmgsuite.com/media/documents/b73e8f1c-12a6-4dc0-ac5e-b6bb81e5bea3.pdfOnline Privacy Policy – https://static.fmgsuite.com/media/documents/36a04efa-7d6f-4790-89b6-9cbc6de8d003.pdfImportant Disclosures – http://www.guardianlife.com/Disclosures/index.htmCalifornia Insurance ID # OC63111.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-eric-liriano-cfp-principal-and-founder-of-liriano-wealth-advisory-group-ira-strategy

Eric E. Liriano, CFP®, is the Principal and Founder of Liriano Wealth Advisory Group, LLC, with over 25 years of experience in the financial planning industry. A graduate of Boston College with a degree in Business Marketing and Communications, Mr. Liriano employs a distinctive macroeconomic approach to wealth accumulation and preservation.He serves a diverse clientele, including business owners, executives, affluent families, and professionals in academia. As a sought-after speaker, he frequently leads financial planning seminars for employees of major corporations, healthcare organizations, and educational institutions.His areas of expertise include estate planning, insurance, investment strategies, employee and executive benefits, and retirement planning. Through comprehensive financial guidance, he helps individuals and businesses secure their financial futures with confidence.Learn more: http://www.lirianowealthadvisory.com/Phone: 617-969-2933Check the background of your financial professional on FINRA's Broker Check.https://brokercheck.finra.org/individual/summary/1905998 The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker-dealer, state – or SEC – SEC-registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Investment advisory services offered through Liriano Wealth Advisory Group LLC., an SEC Registered Investment Adviser* located in Newton, MA, and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which Liriano Wealth Advisory Group LLC maintains clients. Liriano Wealth Advisory Group LLC may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Liriano Wealth Advisory Group LLC's website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information in not prohibited by applicable law. The Living Balance Sheet® (LBS) and the LBS Logo are registered service marks of Guardian. © 2005-2023 The Guardian Life Insurance Company of America.Online Terms & Conditions – https://static.fmgsuite.com/media/documents/b73e8f1c-12a6-4dc0-ac5e-b6bb81e5bea3.pdfOnline Privacy Policy – https://static.fmgsuite.com/media/documents/36a04efa-7d6f-4790-89b6-9cbc6de8d003.pdfImportant Disclosures – http://www.guardianlife.com/Disclosures/index.htmCalifornia Insurance ID # OC63111.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-eric-liriano-cfp-principal-and-founder-of-liriano-wealth-advisory-group-ira-strategy

Eric E. Liriano, CFP®, is the Principal and Founder of Liriano Wealth Advisory Group, LLC, with over 25 years of experience in the financial planning industry. A graduate of Boston College with a degree in Business Marketing and Communications, Mr. Liriano employs a distinctive macroeconomic approach to wealth accumulation and preservation.He serves a diverse clientele, including business owners, executives, affluent families, and professionals in academia. As a sought-after speaker, he frequently leads financial planning seminars for employees of major corporations, healthcare organizations, and educational institutions.His areas of expertise include estate planning, insurance, investment strategies, employee and executive benefits, and retirement planning. Through comprehensive financial guidance, he helps individuals and businesses secure their financial futures with confidence.Learn more: http://www.lirianowealthadvisory.com/Phone: 617-969-2933Check the background of your financial professional on FINRA's Broker Check.https://brokercheck.finra.org/individual/summary/1905998The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.Investment advisory services offered through Liriano Wealth Advisory Group LLC., an SEC Registered Investment Adviser* located in Newton, MA and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which Liriano Wealth Advisory Group LLC maintains clients. Liriano Wealth Advisory Group LLC may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Liriano Wealth Advisory Group LLC's website is limited to the disseminations of general information regarding its investment advisory services to United States residents residing in states where providing such information in not prohibited by applicable law.The Living Balance Sheet® (LBS) and the LBS Logo are registered service marks of Guardian. © 2005-2023 The Guardian Life Insurance Company of America.Online Terms & Conditions – https://static.fmgsuite.com/media/documents/b73e8f1c-12a6-4dc0-ac5e-b6bb81e5bea3.pdfOnline Privacy Policy – https://static.fmgsuite.com/media/documents/36a04efa-7d6f-4790-89b6-9cbc6de8d003.pdfImportant Disclosures – http://www.guardianlife.com/Disclosures/index.htmCalifornia Insurance ID # OC63111.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-eric-liriano-cfp-principal-and-founder-of-liriano-wealth-advisory-group-moving-from-accumulation-to-distribution-phases-in-planning-for-retirement

Eric E. Liriano, CFP®, is the Principal and Founder of Liriano Wealth Advisory Group, LLC, with over 25 years of experience in the financial planning industry. A graduate of Boston College with a degree in Business Marketing and Communications, Mr. Liriano employs a distinctive macroeconomic approach to wealth accumulation and preservation.He serves a diverse clientele, including business owners, executives, affluent families, and professionals in academia. As a sought-after speaker, he frequently leads financial planning seminars for employees of major corporations, healthcare organizations, and educational institutions.His areas of expertise include estate planning, insurance, investment strategies, employee and executive benefits, and retirement planning. Through comprehensive financial guidance, he helps individuals and businesses secure their financial futures with confidence.Learn more: http://www.lirianowealthadvisory.com/Phone: 617-969-2933Check the background of your financial professional on FINRA's Broker Check.https://brokercheck.finra.org/individual/summary/1905998The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.Investment advisory services offered through Liriano Wealth Advisory Group LLC., an SEC Registered Investment Adviser* located in Newton, MA and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which Liriano Wealth Advisory Group LLC maintains clients. Liriano Wealth Advisory Group LLC may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Liriano Wealth Advisory Group LLC's website is limited to the disseminations of general information regarding its investment advisory services to United States residents residing in states where providing such information in not prohibited by applicable law.The Living Balance Sheet® (LBS) and the LBS Logo are registered service marks of Guardian. © 2005-2023 The Guardian Life Insurance Company of America.Online Terms & Conditions – https://static.fmgsuite.com/media/documents/b73e8f1c-12a6-4dc0-ac5e-b6bb81e5bea3.pdfOnline Privacy Policy – https://static.fmgsuite.com/media/documents/36a04efa-7d6f-4790-89b6-9cbc6de8d003.pdfImportant Disclosures – http://www.guardianlife.com/Disclosures/index.htmCalifornia Insurance ID # OC63111.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-eric-liriano-cfp-principal-and-founder-of-liriano-wealth-advisory-group-moving-from-accumulation-to-distribution-phases-in-planning-for-retirement

In this episode, we have with us Samantha Russell, the Chief Evangelist at FMG Suite. Doug and Samantha unpacked FMG's 2025 Marketing Guide to explore how financial advisors can turn this year's challenges into opportunities. From optimizing your website to growing your network, we share the strategies to elevate your marketing game.   Resources:  Follow … Continue reading Episode 249 – Marketing in 2025: How Financial Advisors Can Turn Challenges into Opportunities with Samantha Russell →

In this episode, host Pierre Daillie dives into the essentials of marketing success with Samantha Russell, Chief Evangelist at FMG Suite. Samantha shares her expert insights on how financial advisors can thrive in a digital-first world, where competition is nationwide, and the rules of client acquisition are constantly evolving.

In today's episode Colin interviews Samantha Russell, Chief Evangelist with FMG Suite. What is a Chief Evangelist? Listen in to find out more and enjoy the show!

Episode 068: Marketing is about providing value, building relationships, and earning trust. Financial advisors who want to stand out focus less on selling and more on serving. One of the most effective ways to do this is by creating content people want to engage with, whether blog posts, newsletters, social posts, podcasts, or videos. In this episode, Kyle Van Pelt talks with Samantha Russell, Chief Evangelist at FMG Suite. Samantha teaches financial advisors how to utilize digital marketing strategies to produce exponential growth through website development, content marketing, SEO, social media, and video. Her cutting-edge thought leadership is recognized throughout the financial services industry and led to her being named to Investment News 40 Under 40, ThinkAdvisor "Luminary" and Wealth Management Top Ten to Watch. Kyle and Samantha talk about strategic marketing techniques for financial advisors. They discuss the power of content marketing, the importance of consistency in the marketing process, and the impact of providing value beyond financial advice. In this episode: [03:10] - Samantha's money moment [05:47] - Samantha's transition from sales to marketing [08:24] - How marketing tactics have changed over time [11:34] - How new RIAs can stand out [16:02] - How to scale marketing efforts [20:07] - Choosing the right CRM [22:22] - Effective marketing strategies [25:25] - The power of in-person events [28:02] - Samantha's outlook on the future of the industry [35:21] - Milemarker Minute Key Takeaways An effective marketing strategy offers value first before asking for anything in return. Marketing takes time and consistent effort, but when done right, it can lead to a steady stream of qualified leads. Content marketing is a powerful tool for attracting and nurturing prospects. Hosting in-person events that offer value creates meaningful connections on a personal level. Quotes [06:39] - "One of the biggest ways any firm can become a trusted source, where someone will take the phone call or the sales meeting first, is to give something of value away before you ask. I always say give, give, give, then ask." ~ Samantha Russell [09:45] - "AI has completely changed the game of how people get information. SEO is probably the thing that's Wild West the most, more than anything else." ~ Samantha Russell [28:33] - "Content is going to become even crazier, and the tools that we use to service clients are going to become so hyper-productive. We are going to go back to thinking about experiences because so many other things are going to become commodities, and the experiences are going to become crucial." ~ Samantha Russell Links  Samantha Russell on LinkedIn FMG Suite Salesforce Wealthbox  Redtail Technology Rubin Miller Peltoma Capital Partners How to Talk So Kids Will Listen & Listen So Kids Will Talk Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

Lead generation strategies appear to be down across the board in our industry. Does this mean they no longer work? Not necessarily. Join host Matt Seitz, Chief Marketing Officer and Cary Chaitoff, Vice President of Marketing at C2P as they discuss lead generation strategies and tactics for financial advisors and how to manage expectations given the current market conditions. Their conversation highlights the importance of understanding market trends, nurturing leads, and utilizing innovative marketing tactics and lead generation platforms like Snappy Kraken and FMG Suite, and more to maintain a robust sales pipeline. Tune in to learn actionable insights on nurturing leads through content marketing and personalized messaging across different engagement levels.Resources:Snappy KrakenFMG SuiteCatchlight: Prospecting & Marketing Growth for Advisors

Advisors, think about your marketing: Are you ready to learn the tips and tricks you need to enhance your online and offline footprint for the years to come? In this episode, Brad Swineheart is joined by Susan Theder, the Chief Marketing and Experience Officer at FMG Suite. Susan details how she assists advisors with their … Continue reading Advisors, Here's Why Marketing Is An Ascendant Journey with Susan Theder (Ep. 58) →

We are wild advocates for advisor video and coach advisors on how to rock video across their client experience in our quarterly DIY Video Workshop. That's why we were so excited to partner with FMG and partner with Samantha Russell on our podcast to talk about the power of advisor video.Samantha Russell, Chief Evangelist Officer at FMG Suite strives to help financial advisors drive organic growth through digital marketing strategies and marketing automation. Helping advisors understand how digital marketing can transform your mindset and change the way they engage clients. In this episode, we cover how advisors can rock the power of video to supercharge their marketing. We share first-hand experience of what it takes to adopt video, zero click content, and details of the FiComm and FMG partnership designed to elevate advisor marketing across the industry.https://twitter.com/SamanthaTwentyhttps://www.linkedin.com/in/samanthacrussell/https://fmgsuite.com/Subscribe to never miss an episode and connect with us on:Website | https://bit.ly/FiCommPartnersInstagram | https://bit.ly/FiCommInstagramLinkedIn |  https://bit.ly/FiCommLinkedInTwitter | https://bit.ly/FiCommTwitter

The integration of CRM with marketing technologies has been a game-changer for businesses. CRM systems are beneficial for automating and managing customer data. Combined with marketing technologies, they can create powerful customer journeys, allow businesses to understand their customers better, and develop more targeted marketing strategies.  In this episode, Ali and Marc talk with Susan Theder, Chief Marketing and Experience Officer at FMG Suite. Susan emphasizes the importance of customer-focused strategies that leverage data and technology to deliver personalized and customized experiences. Having a passion for helping financial professionals grow and market their businesses, Susan was named CMO of the year by WealthManagement.com and a Woman to Watch by Investment News in 2019. Susan talks with Ali and Marc about what draws her to the technology side of wealth management, the power of integrating CRM with marketing technologies, and how she leverages technology to create a personalized client experience. Key Takeaways [01:20] - An overview of Susan's professional career. [04:21] - What draws Susan to the technology side of wealth management. [05:33] - How Susan went from a regulated organization to an unregulated one. [06:38] - What attracted Susan to join FMG Suite. [08:57] - How Susan helps advisors stay current on technology. [12:55] - Susan's favorite thing about working for FMG. [14:17] - How Susan creates a personalized client experience. [18:51] - The power of integrating CRM with marketing technologies. [19:42] - The future of FMG's marketing strategy. Quotes [04:28] - "The ability to facilitate advisors' day-to-day lives and make it easier for them to focus on what they do best is overused in marketing terminology, but it's true. That's what gets them into the business and helps them grow." ~ Susan Theder [14:00] - "Bringing somebody from outside the industry to bring an interesting perspective is sometimes true. But often, it's much better to walk in the shoes of the customer and the people you're serving, especially in our very nuanced and small industry." ~ Susan Theder [20:18] - "There is a place for AI in marketing technology in terms of personalization. But AI is not going to drive that complete client experience because authenticity is something that cannot be automated." ~ Susan Theder Links  Susan Theder on LinkedIn Susan Theder on Twitter FMG Suite Fidelity Investments Pershing Cetera Advisor Group Valerie Brown AIG Vestorly FiComm Partners Megan Carpenter Samantha Russell Robert Kirk InterGen Data Connect with our hosts Ali McCarthy Marc Butler Skience Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts

Bruce and Jeff have an informative conversation with marketing whiz Samantha Russell, chief evangelist at financial adviser marketing firm FMG Suite. Samantha reveals major tricks of the trade when it comes to marketing across social media. She offers a get-started plan for advisers less familiar with social media platforms, as well as examples of some advisers already making major marketing moves.Guest Bio: Samantha is the Chief Evangelist at Twenty Over Ten and FMG Suite, a web development company that creates tailored, mobile-responsive websites for financial advisors. Samantha has spent the last 8 years empowering advisors to market themselves effectively online using digital tools. With a background in marketing, social media and public relations, Sam focuses on helping business owners understand the value of their online presence and connecting them with the marketing tools and digital solutions they need to effectively manage their brand and engage clients.

At FMG Suite, Susan Theder acts as the Chief Marketing and Experience Officer and Samantha Russell acts as the Chief Evangelist. FMG Suite currently provides over 40,000 financial advisors and insurance agents with award-winning content and digital marketing tools to help them build their businesses, expand their influence, and strengthen relationships with customers. Doug, Susan … Continue reading Episode 100 – Achieving an Effective Marketing Strategy for Your Firm – With Susan Theder and Samantha Russell →

In today's episode of “The Runway Decade Podcast”, hosts Bill Bush and Pete Bush, advisors at Horizon Financial Group, talk with guest, Susan Theder - Chief Marketing and Experience Officer at FMG Suite. She talks about how she is helping financial advisors who are in their 50s and marketing their businesses and how she is helping the advisors build their brand.     Episode Highlights 01:59 –Pete enquires, what Susan was thinking when she was going for a History degree at that time. 03:08 – What was your sport as you were an athlete, enquires Bill. 04:03 – Bill asks, what stood out and made Susan take the path. 06:15 – One of her greatest successes started as one of her greatest failures, states Susan. 08:08 – Everybody's going to be wrong at some point, just don't stay wrong.  09:40 - What ways have you changed since your 30s and 40s? 11:38 – Pete enquires, when we turn in our 50s, all of a sudden retirement starts to come into the picture, did you have any of those thoughts? 14:40 – Susan states, all these things make you worried but also a reason to work with a financial advisor who can help us think and model out a different scenario. 16:01 – Susan is currently on the boards of two companies and it is one of the biggest accomplishments in her life and she'd love to do more of that. 19:48 – The guest discusses the challenges of learning new marketing techniques, and how they are going about resolving that. 21:14 – Susan points out, we play a pretty meaningful role in helping advisors build that digital brand and market effectively.     Three Key Points Those are hard moments when we know we've made a mistake and we're going to get, we have to just kind of think put a stake in the ground and say we made a mistake, those are going to be behind us and we're going to look forward and try something else. Susan shares in what ways she has changed since her 30s or 40s. Now she is more confident than what other people think. She is more able to make choices based on happiness versus money. She just makes more decisions based on what she wants. The vast majority of financial advisors would rather have somebody do the marketing for them. They just want somebody to take it off their plate and do it effectively.     Tweetable Quotes “I started in commercial lending and corporate finance and it was okay.” – Susan Theder “My favorite part of everyday was thinking about how to market and it is a big part of any financial advisor's business which is why I've now ended up where I am”. - Susan Theder “Our executive team and I changed vendors to FMG and it ended up being one of the best solutions that I think Advisor Group is delivered to its advisors.” – Susan Theder “Another question that I asked, would I do the same when I make the same decision today?” – Susan Theder “I can't imagine how anybody could reach retirement and successfully get through it without a financial advisor.' – Susan Theder “Now financial advisors are going to have Google reviews.” – Susan Theder     Resources Mentioned Horizon Financial Group  Website Contact Information         Bill Bush           Pete Bush Susan Theder Email: susan.theder@fmgsuite.com Podcast Editing  

FMG Suite Chief Evangelist Samantha Russell joins us for a discussion of marketing best practices, being social on social media, and the all-important five-second test! Hosted on Acast. See acast.com/privacy for more information.

Today's episode of In The Suite with Samantha Russell is about creating your own momentum in the ever-changing world of technology, innovation, and social media. Samantha Russell is Chief Evangelist at FMG Suite & Twenty Over Ten, a leading SaaS company in financial services providing marketing automation and creative content for financial professionals. She's a mother of two, a voracious reader, and an articulate communicator who has delivered over 600 presentations since 2015 about how to use digital marketing to grow your business. Samantha is a 2020 Honoree for the InvestmentNews 40 Under 40 award and was also named to the "10 to Watch" list by WealthManagement.com that same year. She has a B.S. Cum Laude in Organization Communication from Miami University and has a decade of experience, but appreciates being a student of life. “I'm a lifelong learner, I read incessantly, and I love to just learn,” Samantha says. As she puts it, There is nothing she finds more inspiring than being able to empower advisors to market themselves effectively and who are enjoying returns on their marketing investment…In The Suite. She boldly evolves with the social media platforms, breathing life and fresh air into everything she touches. Listen to Samantha's episode to learn about examining who you're targeting with your pricing, facing the hurdles of compliance, the art of storytelling, and so much more.Referenced MaterialsSamantha Russell - Website Samantha Russell - TwitterTwenty Over Ten - WebsiteTwenty Over Ten - YouTubeFMG Suite - Website8 Ways Financial Advisors Can Use Google Search Console To Improve SEO - Twenty Over Ten WebsiteSamantha Russell Named to 2020 Class of 40 Under 40 by InvestmentNews - Twenty Over Ten WebsiteExcell Conference 2021 - WebsiteJustin Castelli - Website

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 marketing@fmgsuite.com  Thanks for listening! Don't forget to subscribe and leave us a review.  

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. From working as an advisor at the start of her career to transitioning from Advisor Group, Susan offers a wealth of industry experience and a passion for advisor marketing. Together, Mike and Susan discuss the evolution of Fintech – including how FMG Suite helps advisors stay up to date through its all-in-one marketing platform. Listen in to learn why technology is the biggest differentiator in successful advisor marketing and how your firm can leverage it to grow.    Learn about FMG Suite: https://go.fmgsuite.com/podcast Questions? Contact us at marketing@fmgsuite.com  Thanks for listening! Don't forget to subscribe and leave us a review.  

Limelight Networks Inc., a provider of content delivery services, has completed its acquisition of Layer0. The acquisition will help clients use the edge platform to sample content and install apps without compromising security.Data Center Inc. (DCI), a developer of core bank processing software, has announced a partnership with DataVisor, an AI-powered fraud detection startup. Because of the partnership, DCI's customer community banks will benefit from real-time fraud detection and prevention capabilities.FMG Suite, a marketing and advertising SaaS provider, has announced the expansion of its strategic partnership with LPL Financial. LPL financial advisers may now submit email, social media, and website campaigns using FMG Suite's all-in-one marketing platform.Bidgely, an energy analytics business, has received $26 million in an oversubscribed fundraising round from Moore Strategic Ventures. Bidgely will use the funds to create customized solutions to suit India's most critical utility needs.Skello a French startup, has raised $47.3 million (€40 million) in a Series B funding round from Partech. Skello is working on a SaaS platform to help organizations manage their work schedules. At every level of the scheduling process, Skello keeps track of legal responsibilities.Tyk an open-source API gateway and management platform, has raised $35 million in a Series B funding round from Scottish Equity Partners. The money will be utilized to hire more people and improve and expand the tools available to users.

On this week's episode of the Market in Motion podcast, host Mike Woods is joined by Lucy Robeson, Managing Director of AdvicePay. As a certified financial planner with a passion for business operations, Lucy helps advisors scale and grow their businesses through AdvicePay's technology solutions and the fee-for-service model. Together, Mike and Lucy explore the conversation around fee changes, the growing demand for subscription-based financial services, and how and why advisors should implement a fee-for-service model into their billing structure. Listen in to learn how to implement the fee-for-service model, how to fit it into your current tech stack, and avoid common mistakes.   Learn about FMG Suite: https://go.fmgsuite.com/podcast Questions? Contact us at marketing@fmgsuite.com  Thanks for listening! Don't forget to subscribe and leave us a review.

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. As a goal achievement coach with over a decade of financial services experience, Kristin brings financial professionals a wealth of actionable tips for growing your business. From reverse engineering your long-term goals, to strategizing for the short term, this episode contains the information you'll need to help clarify your current and future objectives. Providing examples from last year, Kristin also discusses specific ways advisors have leveraged goal coaching to create a more diverse workplace, and adjust to the challenges of COVID-19. Listen in to discover what it takes to clarify your intentions and facilitate personal and professional achievement.   Learn about FMG Suite: https://go.fmgsuite.com/podcast Questions? Contact us at marketing@fmgsuite.com  Thanks for listening! Don't forget to subscribe and leave us a review.  

This week, host Mike Woods is joined by Kelley Biondi, Director of Marketing at Strategies for Wealth. With over 20 years of experience, Kelley works to create both internal and external marketing for Strategies for Wealth. In this episode, Kelley dives into Strategies for Wealth's solution to the most common marketing challenges advisors face – time, technology, and training. Mike and Kelley also discuss how Strategies for Wealth approaches marketing for different generations of financial advisors and the merits of traditional marketing. Listen in to learn how larger firms can overcome common challenges and adopt new technology to enable marketing for their advisors.    Learn about FMG Suite: https://go.fmgsuite.com/podcast Questions? Contact us at marketing@fmgsuite.com  Thanks for listening! Don't forget to subscribe and leave us a review.  

On this week's podcast, host Mike Woods is joined by Andrea McGrew, Chief Legal Officer and Chief Compliance Officer of USA Financial. Since 2004, Andrea has emphasized the compliance-advisor relationship. In doing so, Andrea has helped develop efficient and approachable compliance regulations for USA Financial's advisors while breaking down industry stereotypes. In this episode, Andrea discusses the benefits and challenges of compliance and the impact of perspective on business growth, particularly why culture and compliance must be intertwined. Tune in to learn how compliance can be not just a requirement, but an asset to your firm.    Learn about FMG Suite: https://go.fmgsuite.com/podcast Questions? Contact us at marketing@fmgsuite.com  Thanks for listening! Don't forget to subscribe and leave us a review.  

This week, host Mike Woods is joined by Ryan George, CMO of Docupace. With over 15 years of experience and a nomination for CMO of the year from Wealth Management while working with First Global, Ryan brings advisors a wealth of marketing and financial services knowledge.   In this episode, Ryan spotlights some of the macro and micro marketing and technology features advisors should adopt. Tune in as Mike and Ryan discuss the technology being used to close the gap between clients and advisors, how to provide a truly personalized client experience, and what advisors are missing in their marketing. Ryan also provides some advice to advisors that don't feel confident in their marketing and highlights some of his favorite industry thought leaders. If you're looking for solutions to create efficient marketing and truly answer your client's needs, then you can't miss this episode.    Learn about FMG Suite: https://go.fmgsuite.com/podcast Questions? Contact us at marketing@fmgsuite.com  Thanks for listening! Don't forget to subscribe and leave us a review.  

This week, Jamie Hopkins talks with Samantha Russell, Chief Evangelist at FMG Suite, about focusing on marketing, following industry trends, and giving advisors tangible tips for long-term success.  You can find show notes and other information at CarsonGroup.com/Framework.

This week, host Mike Woods is joined by FMG Suite's Chief Product and Technology Officer, Dave Christensen. Together, Mike and Dave discuss the exciting new products FMG Suite users can look forward to using. From lead generation products for Attract customers to SEC ad rule resources and a brand new mobile app, advisors can look forward to new and improved tools to enhance their marketing. Listen in to learn more about these exciting products and how they can help grow your business.    Learn about FMG Suite: https://go.fmgsuite.com/podcast Questions? Contact us at marketing@fmgsuite.com  Thanks for listening! Don't forget to subscribe and leave us a review.  

Bill McManus is the Managing Director of Applied Insights at Hartford Funds.   With nearly 20 years of experience in financial services, Bill has worked with countless financial professionals and their clients. He’s got a knack for simplifying complex financial planning and investing strategies to engage and educate clients and prospects. He’s also passionate about helping them look toward the future to anticipate and prepare for lifestyle changes that lay ahead.   In this episode, Bill discusses Hartford Fund’s research on ESG investing and how financial professionals can adjust to the trends in ESG investments. Tune in as Bill and host Mike Woods explores why financial professionals should offer ESG investments and how they help inform values to improve personalization.    Learn about FMG Suite: https://go.fmgsuite.com/podcast Questions? Contact us at marketing@fmgsuite.com  Thanks for listening! Don’t forget to subscribe and leave us a review.  

In this episode, Jack Sharry talks with Samantha Russell, Chief Evangelist at FMG Suite, and Matt Nollman, VP of Marketing at LifeYield. The two share their expertise on all things digital communication.  Six years ago, Samantha's husband stumbled upon a problem with seemingly no solution. Every advisor at a firm had an identical web presence. So he created Twenty Over Ten, an easy-to-use website platform for financial advisors. Sam hopped on board to lead sales and marketing and when Twenty Over Ten sold to FMG Suite, Sam shifted to Chief Evangelist, or, as she likes to think of it, Chief Educator. Matt began his career in tech startups before joining LifeYield and working to expand the company's digital reach and online presence. Matt also aligned LifeYield's marketing and sales with its strongest revenue stream and spearheaded LifeYield's shift into enterprise. Both Samantha and Matt understand the importance of reaching people through effective communication and taking digital risks.  Samantha, Matt, and Jack discuss why advisors should become educators, why marketing can no longer be an afterthought, and the most impactful (and surprising) marketing strategy for firms, advisors, and beyond. "Digital marketing no longer should be a line item that kind of gets whatever is leftover in your budget. If you want to grow and grow intentionally and find the clients that will be the best fit for your business, you need to put your money where your mouth is. We see a lot of financial advisory firms, the average is spending 1 to 2 percent of revenue per year on their marketing budget. But the growth firms, the firms that are actually adding new clients more than they're losing them, they're spending about 5 to 10 percent.” ~ Samantha Russell  Main takeaways  Hiring a great copywriter is one of the best ways to improve your business's communication. In a world where everyone is always inundated with information, engaging people through text is invaluable.  When it comes to digital channels and strategies, your firm doesn't need to be everywhere at once, especially if your marketing team is small and lean. Figure out a scalable way to communicate that works for your business. If you have multiple channels, make sure those channels work together to tell one cohesive story with complimentary messaging.  Digital referrals are invaluable. If you don't have a strong web presence, you're out of the race for a client's attention before the race even begins.  Even if you can't measure its success right away, explore new audiences and new channels. It may lead to insights and value that can't be quantified.  Links Samantha on LinkedIn Smantha's website Twenty Over Ten Squarespace  Wix Weebly Putnam Investments  Broadridge Financial Solutions Emerald Connect Morgan Stanley Ameriprise Financial SEI Northwestern Mutual New York Life Money Management Institute NextChapter InvestmentNews Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Matt Nollman on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

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

Guest host (and FMG Suite Chief Evangelist) Samantha Russell is joined by Penny Phillips, President and Co-Founder of Journey Strategic Wealth and Founder of Thrivos Consulting. Samantha and Penny discuss the number one thing advisors need coaching on, how to make video and social media work for you, and what practice management and marketing tactics the most successful advisors use. These two industry thought leaders cover all the tips financial advisors need to hear right now.   Learn about FMG Suite: https://go.fmgsuite.com/podcast Questions? Contact us at marketing@fmgsuite.com  Thanks for listening! Don’t forget to subscribe and leave us a review.  

In this episode of the Perspectives podcast, sponsored by FMG Suite and hosted on ThinkAdvisor.com, we’ll hear highlights from the March 4th presentation titled, Client Acquisition in the Virtual 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 today’s virtual world, learning how you can impress strangers you don’t even know without meeting with them face-to-face is the challenge we all face. Solange Jacobs Randolph, VP of Marketing at FMG Suite, covers practical, actionable tips to help you stand out in a crowded digital landscape using your website, happiest clients, prospect list, existing social media channels and that handy device in your pocket.  The full on-demand webcast can be found here:  https://www.thinkadvisor.com/2021/02/09/client-acquisition-in-a-virtual-world/

Mary Beth Storjohann, CFP®, is Founder of Workable Wealth, a platform providing financial education and empowerment to those in their 20s to 40s, as well as Partner and Chief Marketing Officer at Abacus Wealth Partners.    In this episode, she brings her expertise in marketing and younger investors to provide actionable tips to tap into, as she calls it “the most underutilized opportunity in this industry,” the next generation. Tune in for her insights on the value of getting in with clients while they’re young and how to attract and best work with younger clients. Plus, she and host Mike Woods discuss why she (and her clients) prefer virtual meetings and which marketing tactics are coming back and which are gone for good. Learn about FMG Suite: https://go.fmgsuite.com/podcast Questions? Contact us at marketing@fmgsuite.com  Thanks for listening! Don’t forget to subscribe and leave us a review.  

In this episode, we site down with Samantha Russell, the Chief Evangelist at FMG Suite. Everybody knows Samantha for what she's done at Twenty Over Ten over the past several years - she's an expert in all things marketing as relates to web, social media, paid search, SEO, and email marketing.  We get into social specifically on this episode, and tactically what advisers can do to build their practice on social media.   www.thesevengroup.com

Samantha Russell has been named to Investment News's “40 Under 40” and to wealthmanagement.com's “10 to Watch” list for her work in creating dynamic websites and digital marketing strategies for Advisors. Our conversation about why digital marketing matters and how to measure return on investment moved me from being slightly skeptical to being excited to try some new things in Kingswood's marketing strategy. How to leverage both business and personal messages most effectively across the different social media outlets Why it is important to engage on social media rather than simply post & wait for followers How you can gauge what the most effective digital medium is for your message How you should be measuring success in your digital marketing efforts

In this episode with Samantha Russell we talk about her journey to being Chief Evangelist for FMG Suite. The unique marketing approaches she took to growing Twenty over Ten with her husband and the power of content, specifically video.  Samantha Russell is one of the best and brightest minds in the marketing space for financial advisors. She was most recently the Chief Marketing Officer for Twenty over Ten until they FMG Suite bought the company. Now she is Chief Evangelist Officer for FMG Suite. Last year she was honored with the InvestmentNews 40 Under 40 award as well as being named to the "10 to Watch" list by WealthManagement.com.

We are joined by Samantha Russell, Chief Evangelist of FMG Suite where we discuss establishing your brand online. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

Join us with Brandon Brown, Vice President of Product Design & Creative at FMG Suite to review how financial advisors should choose a website. Brandon and his team have built tens of thousands of websites for financial advisors and he'll reveal: What's new in the website landscape What are the biggest mistakes advisors make on their websites How should advisors choose the best website platform for them? What are the 3 things your website must have today? How to build your site quickly without stressing Show notes: To learn more about FMG Suite: fmgsuite.com Is your site mobile friendly? https://search.google.com/test/mobile-friendly Is your site secure? https://indigomarketingagency.com/what-is-an-ssl-certificate-and-why-do-you-need-one/

This week we are back in the San Diego office with an interview with Charlotte Spangler. Charlotte is the newest memory of the Marketing team and she has been an absolute blast to work with! In this interview we talk with her about doing acting and improv in LA, being a sculpted character at Disneyland, and how much we laugh at ourselves. She gives some great questions about her time here at FMG Suite. I hope everyone enjoys the interview and that everyone gets to know Charlotte a little better.

Jesse Price was recently recognized as FMG Suite's number 3 salesman for 2018. But if you think all he is interested in is selling, you got another thing coming! This guy is one of those guys that everyone likes, and once you hear this episode, you will too.

Welcome to the first episode of The Suite Life a podcast for the employees in the FMG Suite family. In this episode we catch up with one of the old schoolers at FMG Suite, Mike Woods. Mike is a great guy, super talented, and he has been in this industry for a hot minute. We couldn't have asked for a better inaugural guest.