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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.
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.
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.
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.
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.
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.
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.
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?
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, 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.
FMG, an industry-leading SaaS company specializing in marketing software and services for financial advisors and insurance agents, has been named one of the nation's top mid-size workplaces by Top Workplaces Awards, as featured in USA Today, marking the fourth consecutive year the company has received this recognition.
FMG, the industry leader in marketing automation software for financial advisors and advisory firms, today announced the appointment of Matt Newman as Chief Revenue Officer.
FMG, the leading all-in-one marketing platform for wealth management enterprises, financial advisors and insurance professionals, today announced it has acquired Testimonial iQ, an online reputation management platform built specifically for the wealth management industry.
FMG, the industry leader in marketing automation software for financial advisors and advisory firms, today announced executive leadership appointments to support continued growth and platform innovation for its enterprise and direct clients across RIAs, broker-dealers, wirehouses, regional firms, and insurance organizations.
Advisors using FMG report higher client retention, faster lead conversion, and an average of four hours saved weekly on marketing.
FMG is honored to announce that we’ve been named the Winner of the Wealth Management 2025 Industry Award (the “Wealthies”)
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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