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Stay up to date on the latest announcements, insights and company news.

Smart Marketing Moves For This Summer

Everyone works at a different pace during the summer. People are on vacation, clients are traveling. Some companies pause to do their own internal planning. As all this goes on, it can be tough for you to keep your marketing efforts consistent.

FMG Leads the Way in AI Innovation with New Tools to Help Advisors Market More Efficiently and Streamline Compliance

FMG is Named a Finalist in Three Wealth Management 2025 Industry Awards Categories

FMG and Osaic Expand Enterprise Partnership to Power Firmwide Advisor Marketing Support

5 Ways To Engage Clients During Market Volatility

Volatility is part of investing. But when headlines are loud and the markets are down, your silence can speak louder. According to a YCharts survey, 75% of clients who left or considered leaving their advisor cited a lack of communication. Yet when volatility hits, many advisors feel stuck: unsure of what to say, how much to say, or whether to say anything at all.

Starting The Estate Talk With Family

Estate planning doesn’t start in the attorney’s office—it starts with conversations. And too often, those conversations involve only one spouse or one generation. But the most durable estate plans are built when everyone affected by them is part of the discussion.

Using Tax Season In Your Marketing

Tax season isn’t just about compliance and paperwork—it’s a great opportunity to attract, engage and convert prospects into clients. Tax guidance is a top interest for people seeking financial help—in fact, according to Edelman Financial Engines’ 2024 “Everyday Wealth in America” report, people are even more interested in the subject now than they were last year.

FMG Ranked #1 in Multiple Digital Marketing Solutions in 2025 T3/Inside Information Survey

FMG Receives Top Workplaces Award as Featured in USA Today for the Third Consecutive Year

The New Search Engine Rules

In the ever-evolving digital landscape, advisors who want to stay ahead of the marketing game must adapt to the new ways consumers are discovering businesses and information online.  Artificial intelligence is transforming people’s hunt for information, yet many advisors aren’t sure how to take advantage of these changes in consumer behavior.

Top 5 Marketing Trends Of 2024

The biggest challenge when you’re considering any trend, even those in marketing, is predicting which ones will really pay off and which ones are fads. The same goes for trends in the financial advisory space. By tapping into a useful marketing trend, you can get an edge over your competitors and open the door to new strategies for growing your business, brand, and reputation.

7 Quick Yet Powerful Marketing Tips You Can Implement Today

Whether it’s expanding your social media presence, implementing website best practices, or finding better ways to communicate with clients, we’re often on the lookout for big-picture items to improve advisor marketing.

Best Practices for Driving Traffic to Your Website

There are a lot of factors that play into SEO, which is why I often recommend advisors start with the basics. To help you do that, I’ve outlined five steps that will go a long way toward improving your SEO efforts and ultimately result in more visitors—and conversions—from your website.

5 Tips To Get The Most Out Of Webinars

Webinars remain one of the most effective but underused marketing strategies for advisors. True, they require some effort to set up, but advisors who host them find out these events are an excellent way to engage a large audience and fuel their other marketing channels, all at little additional cost.

5 Top Lead-Generation Strategies For 2024

Advisors who want to market well need a well-designed website, an engaging social presence, and responsive communications. But those things are just the beginning. Standing out means doing more.

Showing Off Your Emotional Intelligence

What can you do to stand out to your target market? One of my favorite answers to this question is that you can showcase your emotional intelligence on your website. This article will show you how.

Top 5 Advisor Marketing Ideas For 2024

How do you differentiate yourself in a sea of sameness? As 2024 approaches, several marketing ideas come to mind, and one theme woven through them is the power of brand: Yours should convey the genuine care you have for your clients.

A Text To Show You Care

If you’re like most advisors, your phone might not ring as much as it once did, but your email inbox is likely filling up. According to McKinsey Global Institute, the typical professional receives an average of 120 emails per day and spends nearly a third of their workday writing or responding to messages.

A Sample Weekly Marketing Schedule For Advisors

It can be daunting to come up with a daily schedule for your marketing when you’ve got so many channels available. You’ve likely asked yourself: How do I come up with a daily task list that serves my broader goals? When should I post on social media? How often should I engage? Am I blogging enough?

Top 5 Marketing Trends In 2023

Trends in marketing are always evolving, and there’s been no exception to that in 2023. From the effects of the Securities and Exchange Commission’s marketing rule to advancements in AI, there are new ways for advisors to think about their marketing and find opportunities in it.

FMG is Named a Finalist in Three Wealth Management 2025 Industry Awards Categories

FMG and Osaic Expand Enterprise Partnership to Power Firmwide Advisor Marketing Support

FMG Ranked #1 in Multiple Digital Marketing Solutions in 2025 T3/Inside Information Survey

FMG Receives Top Workplaces Award as Featured in USA Today for the Third Consecutive Year

FMG Launches Inaugural 2025 Marketing Guide for Financial Advisors, Unlocking New Pathways to Organic Growth

FMG Expands Product Line with All-New Business Edition of Their Award-Winning Marketing Suite

FMG Receives SOC 2 Type 1 Certification, Enhancing Security for Its Customers

FMG Receives Top Workplaces Award as Featured in USA Today for the Second Consecutive Year

SaaS Company receives Top Workplace in the Nation Award from the Leading Employer Recognition Program for the second year in a row

FMG Named “Best Overall Fintech Software” in the 2024 FinTech Breakthrough Awards

Prestigious International Awards Recognizes Outstanding Financial Technology Product

Idea Decanter Announces Strategic Partnership with FMG

Partnership will provide a seamless way for advisors to add video to their FMG websites

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.

FMG Expands Internal Use of AI to Better Serve Advisors and Enterprise Partners – Press Coverage

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.

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.

35 Essential Thought Leaders in Wealth Management

Consult Clarity names FMG's Samantha Russell to its 2026 list of 35 Essential Thought Leaders in Wealth Management for her work on AI search visibility and advisor marketing strategy.

Advisors Neglect Organic Growth As M&A Deals Boom, Experts Say

FA Magazine examines why many advisory firms are underinvesting in organic growth during an M&A boom, with FMG Chief Evangelist Samantha Russell on what sustainable growth actually requires.

Financial Advisors Digital Marketing Platforms that Enable Sustained Organic Growth

Financial Services Review recognizes FMG as a leading digital marketing platform for financial advisors, highlighting the role of marketing automation and compliance infrastructure in enabling sustained organic growth.

AI Washing: What It Is And How Advisors Can Spot It

Wealth Solutions Report looks at AI washing in wealthtech, with FMG CMO Susan Theder explaining how advisors can tell the difference between genuine AI and automation wearing an AI label.

How Clients Are Finding Advisors In An AI-Driven World

FA Magazine covers FMG CMO Susan Theder speaking at the Invest in Women conference on how AI answer engines are reshaping financial advisor discovery – and what advisors need to do to be found.

FMG Appoints New Chief Revenue Officer to Accelerate Enterprise Expansion Across

FMG names a new Chief Revenue Officer to accelerate its enterprise expansion across wealth management and insurance, reinforcing the firm's strategy as the marketing platform of choice for large advisory organizations.

FMG Acquires Testimonial iQ, Will Rebrand as FMG Testimonials – Press Coverage

FMG acquires Testimonial iQ and relaunches it as FMG Testimonials, giving financial advisors a compliance-ready platform to collect and manage reviews, testimonials, and AEO content that drives organic growth in AI-powered search.

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