Vetted Expert

Elizabeth Reider – Director of Marketing

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 …

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Susan Theder – Chief Marketing & Experience Officer

“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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Katie Braden, CFP® – Speaker and Consultant to Financial Advisors

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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Susan Latremoille – Wealth Advisor & Certified SuccessFinder Practitioner

Susan Latremoille spent over 35 years as a wealth advisor assisting clients to financially plan for their retirements. She saw a common thread among her clients. Having enough money to retire was only a piece of the retirement puzzle. It was the non-financial side that had the greatest impact on the predictability of a successful …

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