FMG Suite CMO Susan Theder on why advisor specificity — not just enterprise scale — is what makes advisors discoverable in AI-driven search.
Susan Theder argues advisors should write to client moments, not service topics, to boost engagement and AI answer-engine visibility.
Susan Theder explains why advisor growth depends on sequencing marketing fundamentals before buying new tools.
Five summer content ideas for advisors: supporting adult children, windfalls, Trump Accounts, mid-year reviews, and college planning. Stay visible while competitors go quiet.
Test your AI visibility using ChatGPT, Claude, and Perplexity. Samantha Russell explains how to audit why prospects aren’t finding you and four critical gaps holding you back.
Learn Answer Engine Optimization: the 6 factors AI systems use to cite advisors. Get your firm visible in ChatGPT, Claude, and other AI search tools.
Susan Theder explores how AI-generated financial advice strengthens advisors’ value by making their personalized guidance visibly different from generic algorithm outputs.
New research shows nearly 1 in 4 wealthy investors use AI to find advisors. Here’s what advisors must do now to be discoverable.
Wealth Solutions Report honors FMG Executive Chairman Mark Casady as 2026 Person of the Year for his leadership in advisor independence, AI-driven marketing, and organic growth.
FMG CMO Susan Theder writes for FA Magazine on how financial advisors can combine email and compliant business texting to improve client engagement and drive organic growth.
