Excerpts from The State of Marketing Technology for Financial Advisors & Wealth Firms

In this episode of the Perspectives podcast, sponsored by FMG Suite and hosted on ThinkAdvisor.com, we hear highlights from the December 8th presentation entitled “The State of Marketing Technology for Financial Advisers and Asset Firms.”

In this unprecedented time, you still need to find ways to grow your business, attract new customers, and keep your pipeline going. This means that you need smarter, simpler, and more effective marketing that will help you deepen relationships with customers and stay connected with your prospects. However, it can be difficult to know what works.

Scott White, CEO of FMG Suite, shares the tools and tactics that financial advisors find most valuable to their business, how to determine what components of the marketing technology landscape will be preserved, how they will affect the business in the future, and much more .

The full on-demand webcast can be found here: https://www.thinkadvisor.com/2020/10/26/the-state-of-marketing-technology-for-financial-advisors-wealth-firms/

Scott White | Managing Director | FMG Suite

Scott is excited about the FMG Suite’s mission to help financial advisors and insurance agents grow their business through exceptional marketing. As a former attorney, Scott learned firsthand the difficult balancing act most service professionals experience between serving their customers, marketing, and growing their business. Most ignore marketing because they don’t have the time, expertise, or resources to market effectively in a meaningful way. Scott joined FMG Suite in January 2015 to bring affordable and easy-to-use marketing automation to financial advisors, insurance agents and other service professionals so they can continue to focus on providing great customer service while growing their business. Prior to joining FMG Suite, Scott was a corporate lawyer specializing in private equity and mergers and acquisitions. Prior to practicing law, Scott was an account executive with The Dow Chemical Company. Scott holds a BS in Chemical Engineering, a Juris Doctor and a Masters of Business Administration. Scott enjoys mountain biking, playing tennis, and coaching his son’s soccer team.