The Advisor’s Edge in an AI World
Susan Theder explores how AI-generated financial advice strengthens advisors’ value by making their personalized guidance visibly different from generic algorithm outputs.
This is How Prospects Find Financial Advisors with Samantha Russell (Ep. 116)
FMG Chief Evangelist Samantha Russell joins The Advisor Mentorship Podcast to explain how prospects are finding financial advisors through AI search – and what advisors need to do to show up.
Adapt or disappear: AI search is rapidly changing the referral game
New research shows nearly 1 in 4 wealthy investors use AI to find advisors. Here’s what advisors must do now to be discoverable.
Additional Media Mentions: FMG’s Marketing Intelligence System
FMG launches an internal AI Marketing Intelligence System to improve how its teams serve 80,000+ financial advisors and enterprise partners across wealth management and insurance.
FMG Expands Internal Use of AI to Better Serve Advisors and Enterprise Partners
FMG, a leading marketing technology platform for wealth management and insurance organizations, today announced the launch of its Marketing Intelligence System, a new internal AI-powered platform that gives FMG teams instant access to approved sales materials, customer proof points, product information, campaign assets, and institutional knowledge through natural-language search and AI-assisted retrieval.
WSR Names Mark Casady 2026 Person of the Year
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.
A Two-Channel Strategy
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.
Focused on the Future: Why Advisors Are Rethinking Marketing for AI Search
FMG’s Susan Theder and Samantha Russell join Wealth Management’s Focused on the Future podcast to discuss how financial advisors can adapt their marketing for AI-driven search and answer engine optimization.
Wealth Management Marketing Is in Its AI Era. Will Authenticity Be the Trade-Off?
AdvisorHub explores whether AI marketing tools risk eroding advisor authenticity, with FMG Chief Evangelist Samantha Russell on how advisors can scale content without losing their voice.
Conduct this diagnostic to see if AI recommends your firm
In this byline for Financial Planning, FMG Chief Evangelist Samantha Russell opens with a live experiment: she asked Claude to recommend a financial advisor for someone with $5 million or more in investable assets in St. Louis, and four firms came back – none of them household names, none with outsized ad budgets. What they had in common was AI visibility.
