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Market in Motion Podcast for Financial Advisors by FMG Suite
fmgsuite
62 episodes
8 months ago
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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Marketing
Business
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All content for Market in Motion Podcast for Financial Advisors by FMG Suite is the property of fmgsuite and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Marketing
Business
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Improving Visibility for Advisors of Color
Market in Motion Podcast for Financial Advisors by FMG Suite
33 minutes 11 seconds
4 years ago
Improving Visibility for Advisors of Color
After a long career with established financial institutions such as Merrill Lynch, State Farm, and SunTrust Bank, SunTrust Investment Services, Dana L. Wilson saw first hand how the lack of diversity in the industry was impacting her career and those around her. She decided to take matters into her own hands to improve visibility and access, and founded CHIP Professionals, a database for investors to find advisors of color.   Dana sits down with our VP of Marketing, Solange Jacobs Randolph, to discuss how CHIP is helping to bridge the gap between consumers and advisors of color and increase conversations around wealth building. They explore why an investor may seek an advisor of color, how advisors can set the right expectations for client relationships, and why the mission of CHIP is so important for the industry today.  
Market in Motion Podcast for Financial Advisors by FMG Suite
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.