Sign In
20-Min Consult
Sign In
20-Min Consult

In the News

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

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 Pillars Of 2025

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.

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

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.

Should Advisors Jump On The Threads Bandwagon?

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.

Have A Tale To Tell

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.

Top 5 Tips For Sharing News Articles On Social Media

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.

5 Tips To Get Started With ChatGPT In Your Marketing

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.

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.

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.

FMG Earns Top Workplaces National Award for the Fourth Consecutive Year

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 Appoints New Chief Revenue Officer to Accelerate Enterprise Expansion Across Wealth Management and Insurance

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 Acquires Testimonial iQ, Will Rebrand as FMG Testimonials

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 Announces Executive Leadership Appointments to Accelerate Growth and Innovation

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.

Independent Study Finds FMG Delivers 26x ROI and 4x Higher NPS Than Competitors, Fueling Advisor Productivity and Enterprise Growth

Advisors using FMG report higher client retention, faster lead conversion, and an average of four hours saved weekly on marketing.

GTCR Completes Acquisition of FMG, the Leading Marketing Automation Platform for Financial Advisors

FMG is Named the Winner in Three Wealth Management 2025 Industry Awards Categories

FMG is honored to announce that we’ve been named the Winner of the Wealth Management 2025 Industry Award (the “Wealthies”)

GTCR to Acquire FMG Suite from Aurora Capital Partners

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.

Personal Information Form

Personal Information Form

[contact-form-7 id="13275" title="Contact form 1"]
FMG
Powered by  GDPR Cookie Compliance
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.