Tag Archives: Marketing

The Destination is the Journey with Susan Theder (Ep. 11)

Education, Finance, Financial Advisor, Money, Women, , , , , , , , , , ,

Our journey to success hasn’t always been linear. And for Susan Theder, this also holds true. From working as a financial advisor to her role as a chief marketing and experience officer at FMG Suite, her story is truly inspiring. 

This week, Susan explains how she found a passion for marketing through working as a financial advisor. She unpacks how her current role has paved the way for her success while shedding light on the tips and tricks she uses to help financial professionals grow and market their businesses.

Susan Discusses:

  • Her journey in the marketing arena
  • The importance of marketers and advisors putting themselves in their customer’s shoes and understanding their needs 
  • Advice for current (and future) female marketers and advisors
  • The value of networking and knowing your targeted audience 
  • What you should know about content marketing 
  • And more!

Connect with Susan Theder:

Connect with Melissa Carter: 

Connect with Financial Advisor Magazine:

About Our Guest: 

Susan Theder is the Chief Marketing and Experience Officer at FMG Suite and a member of the company’s Senior Leadership Team. Susan emphasizes the importance of customer-focused strategies that leverage data and technology to deliver personalized and customized experiences that WOW.

She has a passion for helping financial professionals grow and market their businesses and is an active supporter of women and diversity initiatives. She was named CMO of the year by WealthManagement.com in 2019 and a Women to Watch by Investment News in 2019. Susan currently serves on the Board of Directors for SMARSH and ComplySci, both leading SaaS/RegTech companies serving the financial services industry.

Before joining FMG Suite, Susan served as Chief Marketing Officer at both Advisor Group and Cetera Financial Group, where she was responsible for all aspects of marketing and advisor marketing. Before that, she was a Managing Director at Pershing/BNY Mellon and held senior positions in marketing, product management, and practice management at Fidelity Investments.

About Our Host:

Melissa Carter trains entrepreneurs, business owners, corporate execs, and home-based professionals to reach their fullest potential. Melissa has appeared on radio, television, podcasts, and in print throughout the nation, and has served as a speaker for many corporate and charitable events to discuss the benefits of using media as part of their business strategy. 

As a member of morning radio shows for nearly 20 years, Melissa could be heard on 99X, Q100, and B98.5 in Atlanta. She also served as a Co-Host on Westwood One’s “Radio with a Twist.” For these media efforts, Melissa was awarded the Atlanta Dream/SunTrust Inspiring Woman Award, the HRC Community Leadership Award, and the CHRIS Kids Kyle Anderson Service to Youth Award.

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Grow Your Business In Today’s Referral Environment with Stacey Brown-Randall (Ep. 4)

Education, Finance, Financial Advisor, Money, Uncategorized, Women, , , , , , , , , , , ,

Growing referrals in the ever-changing online landscape can be challenging. You might be stuck in the same loop, feeling like there is no solution. 

However, staying true to yourself and your business values can get you one step closer to gaining referrals who share similar interests, aligning you with the right people to join your business venture. 

In this episode, successful author, podcast host, and entrepreneur, Stacey Brown-Randall, details the value of looking at referrals from a scientific and psychological perspective.

Stacey also explains common reasons women fear stepping into the role of a financial advisor as well as how her referral system helps alleviate the stresses that come with this process.

Stacey discusses: 

  • The right way to generate referrals
  • Approaching referrals on a personal level 
  • How she helps financial advisors implement referral strategies within their business 
  • How to fit referrals within your sales strategy
  • The importance of creating a level of mutual trust to move forward with a business partnership
  • How to make sure your needs are identified before formally meeting with a prospect
  • And more!

Resources:

Connect with Stacey Brown-Randall: 

Connect with Financial Advisor Magazine:

About Our Guest: 

You may have been taught that to receive referrals you must ask for them. Stacey Brown-Randall believes the opposite. And her clients are living proof that you do not need to ask, compensate, be overly promotional or manipulate to receive referrals (and tons of them).

There is a better way.

Stacey helps business owners achieve a referral explosion by teaching a simple, 5-step process to receive referrals in a way that honors the relationship with those who refer you. We know the general advice on referrals has been to “just ask.” But when you understand the human dynamic and psychology behind why referrals happen, you unlock the ability to generate referrals without asking for them. 

About Our Host:

Antoinette Rodriguez, MBA, is a driven 16-year marketing, strategic business, social media editor, and FinTech consultant to million-dollar wealth management teams.  She is an enthusiastic professional with in-depth knowledge of the ultra and high-net-worth investor target market, including women, multicultural, and next-gen growth niches.

Antoinette has helped identify hundreds of millions of dollars in net new asset opportunities with financial advisor clients. She has also written over 100 marketing and business plans for wealth management teams, created over 300 financial advisor training videos, and planned hundreds of VIP client events.

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