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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
