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.
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.
The Firms That Will Win the Next Decade Already Know Their Growth Engine
FMG Executive Chairman Mark Casady writes for Wealth Management on why organic growth, powered by AI and advisor marketing systems, will separate winning firms from the rest.
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.
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.
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.
