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In the News

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

FMG Expands Board as Platform Surpasses 80,000 Financial Professionals

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.

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.

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.

Five Pages Every Website Must Have

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.

Getting Personal

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.

Be a Video Star

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.

3 Must-Follow Copywriting Rules

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.

Advisors’ Top 10 Questions About LinkedIn, Answered

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.

5 Tips For Client Communication During Times Of Volatility

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.

5 Tips For Getting Noticed In Searches

How do you get noticed more in search engines? It’s a popular subject but also a daunting one. To help advisors increase organic traffic to their websites, I’d like to share five of my favorite tips for raising their profile through searches, otherwise known as search engine optimization or SEO.

Get The Most Out Of Video

If you’re going to take on a new marketing venture this year, why not make it video? You might be worried that it’s too challenging, and it can indeed be intimidating to start. But with the right steps, you can build a successful video marketing strategy for your business.

Is Your Website Ready For 2022?

It’s arguable that your website is your most valuable brand asset. It gives you valuable marketing real estate to vie for clients’ attention. On a client’s laptop, your home page gets the same screen space as that of any financial giant.

Making LinkedIn Work For You

For advisors seeking clients among business owners and corporate executives, as well as firms looking to grow through mergers and acquisitions or seeking new recruits, LinkedIn offers several ad options at different costs.

Conneqtor Partners with FMG to Facilitate the Implementation of Proven Marketing Best Practices in Independent Advisor Businesses

Industry leaders band together to spearhead advisor growth by drawing on Conneqtor’s proven training program and FMG’s easy-to-use, all-in-one marketing technology platform.

FMG Wins “Marketing Automation” and “Social Media Leadership” Categories at the 2022 WealthManagement Industry Awards

Marketing technology provider wins two categories in the prestigious industry awards program.

FMG Takes Leadership Position in Artificial Intelligence Capabilities Through the Acquisition of Vestorly

Agreement expands the all-in-one marketing platform's artificial intelligence (AI) capabilities to improve marketing opportunities for modern financial professionals.

FMG Suite Rebrands to FMG and Announces New Offerings for Financial Advisors

New Brand Reflects the Cumulative Impact of Its Acquisitions, Industry-Leading Thought Leadership, and New Product Enhancements

FMG Suite Named “Best Overall Fintech Mobile App” in 2022 Fintech Awards Breakthrough Awards Program

Prestigious International Awards Recognize Outstanding Financial Technology Products And Companies

FMG Suite Reinforces Industry Leadership With Appointment of Susan Theder as Chief Marketing and Experience Officer

Underscores Commitment to Being the Top Provider of Digital Marketing Solutions for Financial and Insurance Professionals to Accelerate Their Growth

FMG Suite Partners with LPL to Deliver One-Click Compliance Experience Enhancing Financial Advisors’ Ability to Conduct Scalable and Effective Digital Marketing

Expanded capabilities enable advisors to submit email, social, website and other content directly from FMG Suite’s industry-leading marketing platform and new mobile app

FMG Suite Recognized in Three Categories by ThinkAdvisor’s Inaugural Luminaries Class of 2021

SaaS Company Honored for Diversity and Inclusion, Individual Thought Leadership & Education, and Fintech/TAMP Platforms Thought Leadership & Education

FMG Suite Named “Best Social Media Distribution” Software for Second Consecutive Year

MarTech Breakthrough Awards Recognizes Industry-Leading SaaS Company For Standout Social Media Technology

FMG Suite Launches App for Financial Professionals to Engage Clients and Prospects on Mobile

Sharing Content is Now Easier and Faster On-the-go with New App From Industry-Leading SaaS Company

Additional Media Mentions: FMG Acquires Testimonial iQ

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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