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, an industry-leading SaaS company specializing in marketing software and services for financial advisors and insurance agents, has been named one of the nation’s top mid-size workplaces by Top Workplaces Awards, as featured in USA Today, marking the fourth consecutive year the company has received this recognition.
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.
FMG names a new Chief Revenue Officer to accelerate its enterprise expansion across wealth management and insurance, reinforcing the firm’s strategy as the marketing platform of choice for large advisory organizations.
FMG names a new Chief Revenue Officer to accelerate its enterprise expansion across wealth management and insurance, reinforcing the firm’s strategy as the marketing platform of choice for large advisory organizations.
FMG, the industry leader in marketing automation software for financial advisors and advisory firms, today announced the appointment of Matt Newman as Chief Revenue Officer.
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.
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.
