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.
Organic Growth Is Coming Out from Under M&A’s Shadow
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.
I Asked an AI to Find Me a Financial Advisor
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.
Wealth Management Has a Last Mile Problem
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.
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.
Q&A: FMG’s New CEO on Reimagining the Marketing Experience With AI
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.
Opinion: How leading RIAs will use technology to solve organic growth woes
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.
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.
