FMG Recognized as Practice Management Solutions Provider of the Year by Wealth Solutions Report

SAN DIEGO, Calif., Feb 21, 2024 –  FMG, an industry-leading SaaS company specializing in marketing software and services for financial advisors and insurance agents, has been recognized as a Practice Management Solutions Provider of the Year by Wealth Solutions Report’s (WSR) Wealth Exemplar Awards. 

Identifying industry members, from the largest firm to the singular executive, the Wealth Exemplar Awards celebrate excellence in financial services. FMG was selected as one of the winning firms for its all-in-one marketing platform.  

“To have FMG included by WSR as a Top Solutions Provider of the Year is an honor and speaks volumes to the power of our platform,” said Scott White, CEO of FMG. “From websites to content, social media, email, and more, we pride ourselves on being the industry-leading solution that enables financial advisors to execute extraordinary marketing in a very efficient manner.”

This year’s Wealth Exemplar Awards marks the fourth recognition for FMG since the start of 2024, adding to FMG’s #1 position in the T3 Advisor Software Survey for the Digital Marketing Lead Capture and Advisor Marketing Content categories, as well as FMG’s Top Workplace award.

“We are thrilled to be selected by WSR as a Practice Management Solutions Provider of the Year,” said Susan Theder, Chief Marketing and Experience Officer at FMG. “Being recognized by a respected group of industry leaders is a tremendous honor. Our team is truly passionate about helping advisors with their marketing and is intentionally focused on sharing best practices to help everyone who is interested. Our people, authentic, timely content, and easy-to-use technology are what I believe is helping us stand out.”

FMG continues to enhance its platform to deliver extraordinary marketing to advisors. Last year, FMG customer websites received more than 70 million views, customers sent over 308 million emails, and customers shared a total of 2.2 million social media posts. 

In 2023, FMG launched its “one-click” AI personalization capability for social media posts, the integration of compliant texting capabilities through the acquisition of MyRepChat, and a redesign of its Premium website build to offer greater creative flexibility and a hands-on partnership with FMG’s designers.

About FMG

FMG is an all-in-one marketing platform that helps more than 40,000 financial advisors and insurance agents stay connected with clients and grow their businesses. Creating over 200 new pieces of timely and authentic content for its library each month, FMG empowers its customers to execute effective marketing campaigns in an efficient and compliant manner. FMG is rated first in market share and customer satisfaction by T3 Software Survey Report and is the recipient of many industry awards, including Best Marketing Automation and Social Media Platform. Based in San Diego, CA, FMG is a thought leader in combining marketing best practices with cutting-edge technology to give its customers a competitive advantage. For more information on FMG and its innovative marketing solutions, please visit

About Wealth Solutions Report

Wealth Solutions Report (WSR) is a digital platform for insights, analysis and expert commentary provided by wealth management industry leaders, for wealth management industry participants. Its team of editors, research analysts and expert columnists deliver content that inspires, engages and entertains industry audiences by spotlighting actionable growth strategies while demystifying complex issues. WSR delivers each week’s content through its flagship website, e-blasts to registered readers and via social media, with an emphasis on LinkedIn. For more information, please visit

FMG Press Contacts

Susan Theder
Chief Marketing & Experience Officer
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