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The Podcast continues the mission of the industry's leading national conference to explore and discuss the most important issues impacting women financial advisors and their female clients.
 
Joined by the leading voices in wealth and practice management, this podcast reveals the examples, education, and empowerment opportunities available today that help female advisors scale their practices.
 

The Destination Is The Journey With Susan Theder (Ep. 11)

About the Episode:

 

The Destination Is The Journey With Susan Theder

Our journey to success isn’t always linear. For Susan Theder, this certainly holds true. From her start as a financial advisor to her role as the chief marketing and experience officer at FMG Suite, her story is truly inspiring.

 
In this episode, Susan discusses how she found a passion for marketing while working as a financial advisor, and how it paved the way to her current success. Listen as she sheds light on the tips and tools she delivers when helping financial professionals grow and market their businesses.
 
Susan Discusses:
• Her journey in the marketing arena
• The importance of marketers and advisors putting themselves in their customer’s shoes and understanding their needs 
• Advice for current (and future) female marketers and advisors
• The value of networking and knowing your targeted audience 
• What you should know about content marketing 
• And more!
 
About Our Guest:

Susan Theder is the Chief Marketing and Experience Officer at FMG Suite and a member of the company’s Senior Leadership Team. Susan emphasizes the importance of customer-focused strategies that leverage data and technology to deliver personalized and customized experiences that WOW.

 

She has a passion for helping financial professionals grow and market their businesses and is an active supporter of women and diversity initiatives. She was named CMO of the year by WealthManagement.com in 2019 and a Women to Watch by Investment News in 2019. Susan currently serves on the Board of Directors for SMARSH and ComplySci, both leading SaaS/RegTech companies serving the financial services industry.

 

Before joining FMG Suite, Susan served as Chief Marketing Officer at both Advisor Group and Cetera Financial Group, where she was responsible for all aspects of marketing and advisor marketing. Before that, she was a Managing Director at Pershing/BNY Mellon and held senior positions in marketing, product management, and practice management at Fidelity Investments.

 

About Our Host:
Melissa Carter trains entrepreneurs, business owners, corporate execs, and home-based professionals to reach their fullest potential. Melissa has appeared on radio, television, podcasts, and in print throughout the nation, and has served as a speaker for many corporate and charitable events to discuss the benefits of using media as part of their business strategy.

 

As a member of morning radio shows for nearly 20 years, Melissa could be heard on 99X, Q100, and B98.5 in Atlanta. She also served as a Co-Host on Westwood One’s “Radio with a Twist." For these media efforts, Melissa was awarded the Atlanta Dream/SunTrust Inspiring Woman Award, the HRC Community Leadership Award, and the CHRIS Kids Kyle Anderson Service to Youth Award.

 

Other Episodes in the Series: