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.
Additional Media Mentions: FMG Appoints New Chief Revenue Officer to Accelerate Enterprise Expansion Across
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.
Additional Media Mentions: FMG Appoints New Chief Revenue Officer
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 Appoints New Chief Revenue Officer to Accelerate Enterprise Expansion Across Wealth Management and Insurance
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.
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.
Additional Media Mentions: FMG Acquires Testimonial iQ
FMG acquires Testimonial iQ and relaunches it as FMG Testimonials, giving financial advisors a compliance-ready platform to collect and manage reviews, testimonials, and AEO content that drives organic growth in AI-powered search.
FMG Acquires Testimonial iQ, Will Rebrand as FMG Testimonials
FMG, the leading all-in-one marketing platform for wealth management enterprises, financial advisors and insurance professionals, today announced it has acquired Testimonial iQ, an online reputation management platform built specifically for the wealth management industry.
