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

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In this episode of the Perspectives podcast, sponsored by FMG Suite and hosted on, we’ll hear highlights from the December 8th presentation titled, The State of Marketing Technology for Financial Advisors & Wealth Firms.

During this unprecedented time, you still need to find ways to grow your business, bring in new clients and keep your pipeline running. This means you need smarter, simpler, and more effective marketing that helps you deepen relationships with clients and stay connected with your prospects. However, it can be difficult to know what works.

Scott White, CEO of FMG Suite, addresses tools and tactics financial advisors find most valuable to their business, how to identify which components of the marketing technology landscape are here to stay, how they will impact business in the future, and much more.

The full on-demand webcast can be found here:

Scott White | CEO | FMG Suite

Scott is passionate about FMG Suite’s mission to help financial advisors and insurance agents grow their businesses through extraordinary marketing. As a past attorney, Scott learned firsthand the difficult balancing act that most service professionals experience between servicing their clients, marketing and growing their businesses. Most ignore marketing because they don’t have the time, expertise or resources to effectively market in any 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 client service while growing their businesses. Prior to joining FMG Suite, Scott was a corporate attorney focused on private equity and mergers and acquisitions. Prior to practicing law, Scott was an Account Executive for The Dow Chemical Company. Scott has a Bachelor of Science in chemical engineering, Juris Doctor and Master of Business Administration. Scott enjoys mountain biking, playing tennis and coaching his son’s football team.