FMG Suite announces new SVPs for AI strategy and customer success, plus enterprise account executives from Bain, EY-Parthenon, Goldman Sachs, and ISS.
Five summer content ideas for advisors: supporting adult children, windfalls, Trump Accounts, mid-year reviews, and college planning. Stay visible while competitors go quiet.
Test your AI visibility using ChatGPT, Claude, and Perplexity. Samantha Russell explains how to audit why prospects aren’t finding you and four critical gaps holding you back.
FMG Suite launches Institutional Intelligence, embedding curated expertise from wealth tech partners into advisor workflows across marketing, engagement, and lead generation channels.
Learn Answer Engine Optimization: the 6 factors AI systems use to cite advisors. Get your firm visible in ChatGPT, Claude, and other AI search tools.
FMG appoints four board directors and observers as the platform surpasses 80,000 financial professionals. Leadership brings expertise in fintech, AI, insurance, and enterprise governance.
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.
Susan Theder explores how AI-generated financial advice strengthens advisors’ value by making their personalized guidance visibly different from generic algorithm outputs.
FMG Chief Evangelist Samantha Russell joins The Advisor Mentorship Podcast to explain how prospects are finding financial advisors through AI search – and what advisors need to do to show up.
New research shows nearly 1 in 4 wealthy investors use AI to find advisors. Here’s what advisors must do now to be discoverable.
