Episodes

Samantha Russell, chief evangelist at FMG, explores how AI is reshaping the way consumers discover and choose financial advisors. As AI-powered search creates a new source of potential referrals, advisors need to make sure their firms are visible to both prospective clients and the technology guiding them. Russell outlines three essential elements of AI discoverability: client reviews and testimonials, demonstrated expertise in specific areas, and website content structured for AI to understand ...

John Kosar, founder, chief market strategist, and portfolio manager at Asbury Research, explains how a technical, quantitative, and data-driven approach can help advisors separate market signals from headline noise. Drawing on lessons from his years on the Chicago Mercantile Exchange trading floor, Kosar focuses on following money flows rather than forecasts, using asset flows, breadth, volume, relative performance, and sector rotation to understand what investors are actually doing. With capita...

Bryan Sweet of Sweet Financial Partners explains why traditional financial planning may not go far enough in helping clients build the lives they actually want. Through Dream Architect Life, Bryan expands the conversation beyond wealth management to include purpose, health and longevity, legacy, and meaningful experiences. The process begins by helping clients identify what they want their lives to look like, then creating a blueprint for turning those ideas into something actionable and revisit...

Jeff Weniger is the Head of Equity Strategy at WisdomTree. WisdomTree works to create a better way to invest, offering a leading product range that offers access to an unparalleled selection of unique and smart exposures. Today, Doug and Jeff discuss how WisdomTree’s investment strategies can help investors navigate market volatility in 2025. He highlights the firm's two key funds—WisdomTree U.S. Value Fund (WTV) and WisdomTree U.S. Quality Growth Fund (QGRW)—and explains how combining value an...

In this episode, we have with us Samantha Russell, the Chief Evangelist at FMG. Doug and Samantha unpacked FMG’s 2025 Marketing Guide to explore how financial advisors can turn this year’s challenges into opportunities. From optimizing your website to growing your network, we share the strategies to elevate your marketing game. Resources: Follow Samantha! FMG’s 2025 Marketing Guide FMG