CMO/CXO @FMGSuite, Board Member @SmarshInc & @ComplySci, @wealth_mgmt CMO of the Year, @investmentnews Women to Watch, Contributor @FAmagazine Marketing+Fintech
Los Angeles
Joined May 2010
- Tweets59
- Following122
- Followers244
- Likes272
Susan Theder retweeted
This note came in today and it just made me SO happy.
I love that this advisor has an assistant working with our team (through our "Do It For Me" Marketing program) - and he truly doesn't have to be involved AT ALL in the monthly marketing calls
Yet he is getting RESULTS
Susan Theder retweeted
Neat to see visualizations of some good advisor websites and their clear homepage messaging...
"The 15 Best Financial Advisor Websites" insights.fmgsuite.com/the-15… via @FMGSuite
Susan Theder retweeted
So this is a pretty great lunch with pretty amazing women. ♥️♥️♥️ @FMGSuite @SamanthaTwenty @stheder @megan_ficomm @FutureProofAC #FutureProofAC
Susan Theder retweeted
Love seeing everyone share their hotel keys at @FutureProofAC ♥️
We worked so hard on our new brand all Spring - so nice to see this way.
And these keys really represent what we do at
@FMGSuite--be the marketing tool you carry around, always in your pocket #FutureProofAC
Susan Theder retweeted
Don't miss our upcoming webinar next Tuesday with @BentoEngine!
@stheder @PhilippHecker @AlexChalekian and @suzsiracuse are going to be sharing how age milestones can help you 🚀 your business.
Learn more and register below.👇
Join us May 10th for our upcoming webinar with @FMGSuite “Leveraging Age Milestones to Exponentially Grow Your Business.” We'll discuss:
💡 15 age milestones that matter
💡 Ideas to help you grow your biz
Register today: ow.ly/qSrW50IUIC8
Fantastic session!
Important session to close out day two of T3 on increasing diversity, inclusion and equity in our industry led by @suzsiracuse with @kamila_elliott @luis_f_rosa @meritfinadvisor President Kay Lynn Mayhue and @FTI_US CEO Jenny Johnson. #T32022
Had fun sharing Marketing before and after examples with advisors at #T32022 and flattered to have @gspitzner in the audience! Love this conference!
Susan Theder retweeted
Our cybersecurity platform is the first all-in-one solution designed exclusively for RIA firms.
Promise to make it a fun session 🥳!! (We better as it’s near lunch time!!) 🥪🥙showing before and afters and the little tweaks that you can make to have big impact on your success! #T32022 @SamanthaTwenty @suzsiracuse @Kate__Healy @MattMiddleton__ @tinacpowell @FMGSuite
Join @stheder & Dave Christensen tomorrow in the Equestrian Room at 11:45 AM CT! 🎉
They will be sharing their marketing and MarTech thought leadership to give advisors some easy to execute ideas they can start implementing tomorrow.
#T32022 @t3techhub
My panel is in the enterprise part of #T32022 on the intersection of tech and customer experiene. What are some of the most powerful ways technology has played a role in improving your customer experience??? @SamanthaTwenty @NexusStrategy @sspotswoodrfg @FMGSuite
48% of advisors reported that the technology their firms adopted was very valuable.
Join @SamanthaTwenty and @stheder at this year's #T32022 Conference to learn how to integrate top tech tools at your firm to boost your marketing and success.
👉 ow.ly/FGYo50IRL3W
There’s nothing better than hearing successful advisors share their best marketing tips, right? And there’s never a time when I don’t hear something new that blows me away! The Kitces Marketing Summit hosts @MichaelKitces and @DefineFinancial put together a great lineup!
How good was today’s marketing summit?!
@MichaelKitces and @DefineFinancial pulled out all the stops.
They had some amazing conversations with advisors where they shared really great behind-the-scenes information.
We can’t wait for next year! 🎉
Susan Theder retweeted
Who else is going to @t3techhub #T32022 Conference? ✋
If you are, join @SamanthaTwenty on May 3 at 11:45 AM CT as she shares marketing tips for advisors and @stheder on May 5 at 2:35 PM CT to learn technology and customer experience.
Register here! ➡️ ow.ly/Ltok50IME9A
I’m a little biased but Sam’s session is going to be so cool!! I’m excited!!
Two years ago, I was on stage at @t3techhub conference (Feb 2020) not realizing the world was about to shut down.
2 years later... #T32022 will be my first big in person conference since the pandemic started.
Who will I see there?!
Susan Theder retweeted
"Make sure your emails are authentic and timely." -@stheder
#AdvisorGrowthSummit
Susan Theder retweeted
And we're off! 🚀
@SamanthaTwenty and @stheder are sharing 🔥 website examples at today's Advisor Growth Summit.
And something to ask yourself when creating a strong website...does your website pass the 5-second test? 🤔
Susan Theder retweeted
Do you have a calendar 🗓 link to make scheduling meetings easier?
It's such an important part to designing your website.
@stheder and @SamanthaTwenty are dropping all the facts.
Thank you for featuring @FMGSuite in this great article from @wealth_report!
I got to discuss the future of financial advisor marketing and how to digitally connect with clients and prospects along with some other awesome financial professionals!👇
In this article from @wealth_report, read why digital client prospecting and marketing are here to stay.
Hear what @stheder had to say about the future of digital branding along with Dave Frisone of @smartasset and Cristi Meyers of @concoursefin.👇