Empowering Independent Financial Advisors to Connect with Ideal Clients and Grow Assets Under Management. I thrive on helping independent financial advisors go beyond merely attracting prospects, but introducing them to their ideal clients. With over a decade of experience in an independent financial advisor’s office, plus my time at Indigo Marketing Agency, I’ve had …
“I am a passionate and seasoned financial services marketing executive specializing in building brand equity, leveraging marketing technology to drive revenue, and delivering customer experiences that eliminate friction and create surprise and delight moments.” Susan Theder is the Chief Marketing and Experience Officer at FMG and a member of the company’s Senior Leadership Team. …
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“I help successful business owners understand how digital marketing can transform the way they find and engage clients today, and 10 years from now.” Samantha is the Chief Evangelist at FMG. A prolific speaker and content contributor, she often appears on stage at financial conferences and in the pages of well-known industry publications. A …
Katie Braden, CFP® is bullish on the power of authentic video. She loves working with advisors to help them improve their virtual meeting setup, build confidence on camera and use video to grow their brand, attract more of their ideal clients and better communicate with existing clients. Katie obtained a degree in photography from RMIT …
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