Monthly Archives: July 2022

Episode 100 – Achieving an Effective Marketing Strategy for Your Firm – With Susan Theder and Samantha Russell



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 and Samantha addressed a grab bag of questions and scenarios Susan & Samantha are seeing in the marketplace today, and how they would recommend developing different marketing strategies for each. They provided their expert advice to three firms that hold widely common concerns.

Advice was aimed at:

  • A small advisory firm that wants to create content but lacks strategic digital marketing 
  • A firm focused on gaining creativity in their newsletters and articles
  • A solo advisor looking to capitalize on their video skills and thrive on social media channels

They also discussed:

  • Statistics on organic growth through digital marketing
  • The likelihood that wealthy individuals will share their advisor’s newsletters with others
  • The optimal length of videos to gain the most traction
  • Emergences in social media channels used by advisors

Resources: FMG Suite




Episode 99 – Moving Technology from the Why to the How – With Craig Ramsey



Craig Ramsey is the Chief Operating Officer at AdvisorEngine, a pioneer in digital wealth management technology that supercharges advisor growth with its powerful and intuitive digital platform.

Doug and Craig sat down at the T3 Advisor Conference and talked about how financial technology can get closer to the level of technology utilized in other industries. They also discussed:

  • What technology advisors are going to be able to implement for their clients
  • Why Craig chose to acquire Junxure and the challenges faced in the acquisition
  • Craig’s outlook on being acquired himself and how he views the results
  • The excitement for AdvisorEngine and the platform mentality
  • How they are helping advisors make their investors successful
  • Craig’s path to where he is now

Resources: AdvisorEngine