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.
FMG Announces Executive Leadership Appointments to Accelerate Growth and Innovation
FMG, the industry leader in marketing automation software for financial advisors and advisory firms, today announced executive leadership appointments to support continued growth and platform innovation for its enterprise and direct clients across RIAs, broker-dealers, wirehouses, regional firms, and insurance organizations.
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.
Une étude indépendante révèle que FMG offre un retour sur investissement 26 fois supérieur et un NPS 4 fois plus élevé que ses concurrents, ce qui stimule la productivité des conseillers et la croissance de l'entreprise.
Les conseillers qui utilisent le FMG font état d'une meilleure fidélisation des clients, d'une conversion plus rapide des prospects et d'une économie moyenne de quatre heures par semaine sur le marketing.
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.
GTCR achève l'acquisition de FMG, la principale plateforme d'automatisation du marketing pour les conseillers financiers
La société exécute le partenariat Leaders Strategy™ avec l'ancien PDG de LPL Financial, Mark Casady, qui rejoint la société en tant que président exécutif Chicago, IL, 10 septembre 2025 - GTCR, une société de capital-investissement de premier plan, a annoncé aujourd'hui qu'elle avait conclu l'acquisition précédemment annoncée de FMG Suite (" FMG " ou " la société "), un fournisseur de premier plan de logiciels d'automatisation du marketing dirigés par des conseillers [...]
