FMG Suite Introduces FMG Connect to Unify Advisor Tools, Data, and Workflows
FMG Suite launches FMG Connect, an integration layer unifying advisor tools, data, and workflows for faster follow-up and measurable, compliant growth.
Your Clients Don’t Have An Attention Problem. Your Content Has A Relevance Problem.
Susan Theder argues advisors should write to client moments, not service topics, to boost engagement and AI answer-engine visibility.
To Podcast Or Not To Podcast: What RIAs Should Consider
Susan Theder of FMG Suite talks podcasting ROI for RIAs with Wealth Solutions Report. They cover production costs, consistency risks, and audience targeting.
The compliance excuse for skipping reviews is running out
Samantha Russell of FMG Suite tells InvestmentNews why advisors can no longer skip reviews — and how AI search has made testimonials essential.
The Referral-Dependent Advisor
FMG Suite’s Susan Theder tells Digital Wealth News that advisor growth now requires systematic marketing, not just referrals, as AI reshapes client discovery.
The Easy Button Isn’t A Vendor. It’s Sequence
Susan Theder explains why advisor growth depends on sequencing marketing fundamentals before buying new tools.
Additional Media Mentions: FMG Strengthens Leadership Team to Scale AI and Enterprise Growth
FMG adds four senior leaders – spanning AI strategy, customer success, and enterprise sales – to accelerate its next phase of growth.
Additional Media Mentions: FMG Launches Institutional Intelligence to Power Advisor Growth
FMG debuts Institutional Intelligence with Wealth.com as founding partner, embedding expert content into advisor marketing workflows.
FMG Suite Strengthens Leadership Team as AI and Enterprise Demand Reshape Advisor Growth
FMG Suite announces new SVPs for AI strategy and customer success, plus enterprise account executives from Bain, EY-Parthenon, Goldman Sachs, and ISS.
5 Financial Advisor Content Ideas Your Clients Want To Hear About This Summer
Five summer content ideas for advisors: supporting adult children, windfalls, Trump Accounts, mid-year reviews, and college planning. Stay visible while competitors go quiet.
