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While trends may come and go, the core principles of effective marketing endure. In 2025, financial advisors need to focus on these essentials to cut through the noise and connect with their ideal audiences.
Identity theft is a growing concern, and as tax season approaches, there’s increased risk that people will be victims of tax return fraud—when scammers attempt to file under other people’s names and swipe their refunds. Financial advisors are not only uniquely positioned to help clients protect themselves in these cases—but can also use their expertise as a powerful marketing tool. Talking about such topics helps advisors engage with their clients more often and establish thought leadership.
As financial advisory firms expand their reach beyond local communities, with clients and team members scattered across the country, the holiday season presents a unique challenge—and opportunity. How can firms create meaningful connections and celebrate the season with remote employees, clients and prospects?
As a financial advisor, you may find that clients become increasingly anxious about market volatility during election seasons. While it's not necessary to constantly discuss elections, having effective communication strategies in place can help ease client worries and reinforce their confidence in your guidance. Here are five proactive approaches to consider:
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.
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.
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.
Seemingly overnight, a standout new platform has emerged in the social media landscape. Threads, the latest release from Facebook and Instagram parent company Meta, blew past industry expectations and acquired over 100 million users in under a week. It's a feat for the history books, as the new platform handily beat the previous record held by the artificial intelligence app ChatGPT, which took closer to two months to reach the same record-setting milestone.
Human beings are naturally drawn to stories. Narratives can help us understand complex information, make sense of our world and help us forge connections with others.
There’s no more powerful message than original, insightful content written by a financial advisor. As a financial professional, you can serve as a guide and mentor, interpreting and explaining the ups and downs of market events, helping clients set financial goals, and explaining retirement strategies, among other things.
ChatGPT burst onto the scene with little warning. Few knew what the Microsoft and Elon Musk-backed artificial intelligence startup OpenAI had developed or how quickly it would become one of the most impactful technology stories of the day.
As a financial advisor, you know your website is critical to your online presence. It’s the foundation of your marketing, serving as the home base where prospects and clients find you.
When you talk to clients, they want to know that you are actually talking to them personally. They don’t want to be part of a blanket email campaign that’s not taking their daily lives into account.
Video is undoubtedly one of the most powerful marketing tools. In fact, research from HubSpot shows that 54% of consumers want to see more video content from the brands and businesses they support.
By following a few copywriting golden rules, you can write an effective message while still saving yourself time. Read on to learn more about these five rules and how you can use them to improve your client communications.
Financial advisors are more connected digitally than ever before. And when it comes to prospecting and growing your business, social media is one of the best places to leverage your digital presence.
Frequent communication is one of the most important ways you can establish trust with your clients. In fact, according to a recent McKinsey & Co. survey on global wealth and asset management, clients’ satisfaction with their financial advisor is directly correlated with the frequency of the advisor’s communications.
SaaS Company receives Top Workplace in the Nation Award from the Leading Employer Recognition Program for the second year in a row
Prestigious International Awards Recognizes Outstanding Financial Technology Product
Partnership will provide a seamless way for advisors to add video to their FMG websites
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 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.
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.
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.
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 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.
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.
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 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 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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