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FMG Suite

Dans l'actualité

Restez au courant des dernières annonces, des idées et des nouvelles de l'entreprise.

FMG Suite Introduces FMG Connect to Unify Advisor Tools, Data, and Workflows

FMG Suite launches FMG Connect, an integration layer unifying advisor tools, data, and workflows for faster follow-up and measurable, compliant growth.

To Podcast Or Not To Podcast: What RIAs Should Consider

Susan Theder of FMG Suite talks podcasting ROI for RIAs with Wealth Solutions Report. They cover production costs, consistency risks, and audience targeting.

The compliance excuse for skipping reviews is running out

Samantha Russell of FMG Suite tells InvestmentNews why advisors can no longer skip reviews — and how AI search has made testimonials essential.

The Referral-Dependent Advisor

FMG Suite's Susan Theder tells Digital Wealth News that advisor growth now requires systematic marketing, not just referrals, as AI reshapes client discovery.

The Easy Button Isn’t A Vendor. It’s Sequence

Susan Theder explains why advisor growth depends on sequencing marketing fundamentals before buying new tools.

Additional Media Mentions: FMG Strengthens Leadership Team to Scale AI and Enterprise Growth

FMG adds four senior leaders – spanning AI strategy, customer success, and enterprise sales – to accelerate its next phase of growth.

Additional Media Mentions: FMG Launches Institutional Intelligence to Power Advisor Growth

FMG debuts Institutional Intelligence with Wealth.com as founding partner, embedding expert content into advisor marketing workflows.

FMG Suite Strengthens Leadership Team as AI and Enterprise Demand Reshape Advisor Growth

FMG Suite announces new SVPs for AI strategy and customer success, plus enterprise account executives from Bain, EY-Parthenon, Goldman Sachs, and ISS.

5 Financial Advisor Content Ideas Your Clients Want To Hear About This Summer

Five summer content ideas for advisors: supporting adult children, windfalls, Trump Accounts, mid-year reviews, and college planning. Stay visible while competitors go quiet.

Are You Invisible To AI? Run This Audit To Find Out

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.

The Firms That Will Win the Next Decade Already Know Their Growth Engine

FMG Executive Chairman Mark Casady writes for Wealth Management on why organic growth, powered by AI and advisor marketing systems, will separate winning firms from the rest.

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.

FMG reçoit le prix "Top Workplaces" du San Diego Union-Tribune

L'entreprise SaaS est reconnue comme l'un des meilleurs lieux de travail par le principal programme de reconnaissance des employeurs du pays.

Choreo s'associe à FMG pour lancer Canvas, une nouvelle plateforme de marketing numérique destinée à soutenir la croissance des conseillers financiers

Cette nouvelle offre permettra aux conseillers d'automatiser leurs efforts de marketing et de communication numériques afin d'attirer de nouveaux clients et d'accroître l'engagement de leurs clients existants.

Conneqtor s'associe à FMG pour faciliter la mise en œuvre des meilleures pratiques de marketing éprouvées dans les entreprises de conseillers indépendants

Les chefs de file de l'industrie s'unissent pour stimuler la croissance des conseillers en s'appuyant sur le programme de formation éprouvé de Conneqtor et sur la plateforme technologique de marketing facile à utiliser et tout-en-un de FMG.

FMG remporte les catégories "Automatisation du marketing" et "Leadership en matière de médias sociaux" lors des 2022 WealthManagement Industry Awards

Le fournisseur de technologies de marketing remporte deux catégories dans le cadre du prestigieux programme de récompenses de l'industrie.

FMG prend une position de leader dans les capacités d'intelligence artificielle grâce à l'acquisition de Vestorly

L'accord élargit les capacités d'intelligence artificielle (IA) de la plateforme de marketing tout-en-un afin d'améliorer les opportunités de marketing pour les professionnels de la finance modernes.

FMG Suite devient FMG et annonce de nouvelles offres pour les conseillers financiers

La nouvelle marque reflète l'impact cumulé de ses acquisitions, de son leadership en matière de réflexion et de l'amélioration de ses nouveaux produits.

FMG Suite nommée "Meilleure application mobile Fintech" dans le cadre du programme 2022 Fintech Awards Breakthrough Awards

Des prix internationaux prestigieux récompensent des produits et des entreprises de technologie financière exceptionnels

FMG Suite renforce son leadership dans le secteur en nommant Susan Theder au poste de directrice du marketing et de l'expérience.

La société souligne son engagement à être le meilleur fournisseur de solutions de marketing numérique pour les professionnels de la finance et de l'assurance afin d'accélérer leur croissance.

FMG Suite s'associe à LPL pour offrir une expérience de conformité en un seul clic, améliorant ainsi la capacité des conseillers financiers à mener un marketing numérique évolutif et efficace.

Les capacités élargies permettent aux conseillers de soumettre des e-mails, des contenus sociaux, des sites web et d'autres contenus directement à partir de la plateforme marketing de pointe de FMG Suite et de sa nouvelle application mobile.

FMG Suite récompensée dans trois catégories par la première promotion des Luminaires de 2021 de ThinkAdvisor

La société SaaS récompensée pour la diversité et l'inclusion, le leadership éclairé et la formation des individus, et le leadership éclairé et la formation des plates-formes Fintech/TAMP

Advisors Neglect Organic Growth As M&A Deals Boom, Experts Say

FA Magazine examines why many advisory firms are underinvesting in organic growth during an M&A boom, with FMG Chief Evangelist Samantha Russell on what sustainable growth actually requires.

Financial Advisors Digital Marketing Platforms that Enable Sustained Organic Growth

Financial Services Review recognizes FMG as a leading digital marketing platform for financial advisors, highlighting the role of marketing automation and compliance infrastructure in enabling sustained organic growth.

AI Washing: What It Is And How Advisors Can Spot It

Wealth Solutions Report looks at AI washing in wealthtech, with FMG CMO Susan Theder explaining how advisors can tell the difference between genuine AI and automation wearing an AI label.

How Clients Are Finding Advisors In An AI-Driven World

FA Magazine covers FMG CMO Susan Theder speaking at the Invest in Women conference on how AI answer engines are reshaping financial advisor discovery – and what advisors need to do to be found.

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.

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.

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