FMG Suite and GReminders launch an official integration on FMG Connect, automating advisor bookings, no-show reminders, and client review cadences.
FMG Suite analysis of 12,000+ advisors finds Do It For Me Program users grew prospect lists 30% faster and were nearly twice as consistent in marketing.
FMG Suite CMO Susan Theder explains why advisors should build ideal client profiles around the moments that bring clients in, not demographics.
FMG Suite’s Samantha Russell tells ADVISE AI attendees why AI recommends some advisors over others and how expertise, authority and trust drive discovery.
Wealth Management and InvestmentNews cover Jump’s new FMG Connect integration that surfaces FMG Suite’s compliance-approved content for advisor follow-up.
MG Suite launches FMG Connect, an integration layer that unifies advisor tools, data, and workflows into one automated system for financial advisors.
FMG Suite CMO Susan Theder on why advisor specificity — not just enterprise scale — is what makes advisors discoverable in AI-driven search.
FMG Suite launches FMG Connect, an integration layer unifying advisor tools, data, and workflows for faster follow-up and measurable, compliant growth.
Susan Theder argues advisors should write to client moments, not service topics, to boost engagement and AI answer-engine visibility.
Susan Theder of FMG Suite talks podcasting ROI for RIAs with Wealth Solutions Report. They cover production costs, consistency risks, and audience targeting.
