Samantha Russell of FMG Suite tells InvestmentNews why advisors can no longer skip reviews — and how AI search has made testimonials essential.
FMG Suite’s Susan Theder tells Digital Wealth News that advisor growth now requires systematic marketing, not just referrals, as AI reshapes client discovery.
Susan Theder explains why advisor growth depends on sequencing marketing fundamentals before buying new tools.
FMG adds four senior leaders – spanning AI strategy, customer success, and enterprise sales – to accelerate its next phase of growth.
FMG debuts Institutional Intelligence with Wealth.com as founding partner, embedding expert content into advisor marketing workflows.
FMG Suite announces new SVPs for AI strategy and customer success, plus enterprise account executives from Bain, EY-Parthenon, Goldman Sachs, and ISS.
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.
FMG Suite launches Institutional Intelligence, embedding curated expertise from wealth tech partners into advisor workflows across marketing, engagement, and lead generation channels.
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.
