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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 marketing, helping them take their practice to the next level.
Discover how Susan takes the passion she sees in others to use it as a driving force to build her client’s brand while incorporating the personal touch to make their practice unique.
Brad and Susan discuss:
- Some ways you can keep up with your clients regularly while being mindful of their current life events
- How to elevate your LinkedIn profile
- The value of constantly updating your website and social profiles
- Strategies to diversify the content you produce according to your client’s age demographic
- Why giving away resources is more important than giving away information
- The importance of developing a content strategy
- And more!
Resources:
Connect with Susan Theder:
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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.