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

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.

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.

Powering Organic Growth in Wealth Management

Financial Services Review's 2026 Digital Marketing Platform of the Year recognition brings FMG CMO Susan Theder into conversation about organic growth strategy and what separates advisors who market well from those who don't.

Organic Growth Is Coming Out from Under M&A’s Shadow

Digital Wealth News interviews FMG Executive Chairman Mark Casady on why organic growth is coming back into focus for wealth management firms and how AI makes consistent, relationship-driven engagement scalable.

I Asked an AI to Find Me a Financial Advisor

FMG CMO Susan Theder writes for Wealth Management on what she learned after asking an AI to find a financial advisor – and the specific signals that determined who showed up and who didn't.

Wealth Management Has a Last Mile Problem

FMG Executive Chairman Mark Casady writes for Wealth Management on the wealth management industry's last mile problem – the structural gap between great content and clients actually receiving it.

Forget SEO: Here’s How Advisors Can Market Now

ThinkAdvisor spoke with FMG Chief Evangelist Samantha Russell on why traditional SEO is losing ground to AI search – and the practical steps advisors can take to get recommended by AI tools.

Q&A: FMG’s New CEO on Reimagining the Marketing Experience With AI

Wealth Management interviews FMG CEO Dave Christensen on leading a marketing technology platform in the AI era – from reimagining how advisors get found to what it means to operate as an AI-first company.

Opinion: How leading RIAs will use technology to solve organic growth woes

FMG Executive Chairman Mark Casady writes for Citywire on how leading RIAs are using advisor technology and AI to address the organic growth challenge – and why the firms building that infrastructure now will separate from the field.

A Marketing Blueprint For An AI World

FMG CMO Susan Theder writes for FA Magazine on the four pillars of a financial advisor marketing strategy built for the AI era – from AEO and visibility to client communication and authentic connection.

How To Be Found In An AI World

When a prospect asks ChatGPT, “Who’s the best financial advisor near me?” what is it that determines whether your firm shows up in the search results? You might be surprised to hear that it’s not your website content or paid ads. It’s your reviews.

5 Ways To Talk To Clients About The One Big Beautiful Bill Act

The One Big Beautiful Bill Act is creating waves—and confusion—for your clients. The news coverage often highlights urgency, the fine print feels overwhelming, and many want to know how it will affect them directly.

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

FMG Suite Recognized for DEI Initiatives In WealthManagement.Com 2021 Industry Awards

Industry-Leading SaaS Company Recognized for Advancing Racial Equity

FMG Suite Unveils New Lead Generation Capabilities

Comprehensive lead generation tools support financial professionals in attracting and converting more prospects

FMG Suite Launches New Tools and Educational Resources in Response to the Modernized SEC Marketing Rule

Fintech Industry Leader Unveils Solutions to Address Growing Digital Marketing Needs for Financial Professionals

FMG Suite Announces Acquisition Of Twenty Over Ten

Lead generation and website capabilities to round out FMG Suite’s platform Agreement reaffirms commitment to a true end-to-end digital marketing solution for modern financial professionals

Additional Media Mentions: FMG Strengthens Leadership Team to Scale AI and Enterprise Growth

FMG adds four senior leaders – spanning AI strategy, customer success, and enterprise sales – to accelerate its next phase of growth.

Additional Media Mentions: FMG Launches Institutional Intelligence to Power Advisor Growth

FMG debuts Institutional Intelligence with Wealth.com as founding partner, embedding expert content into advisor marketing workflows.

Additional Media Mentions: Board Expands and Platform Surpasses 80,000 Financial Professionals

FMG appoints four board directors and observers as the platform surpasses 80,000 financial professionals. Leadership brings expertise in fintech, AI, insurance, and enterprise governance.

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.

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.

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