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FMG Suite

Dans l'actualité

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

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.

FMG Suite Launches Institutional Intelligence to Help Advisors Turn Specialized Expertise into Growth

FMG Suite launches Institutional Intelligence, embedding curated expertise from wealth tech partners into advisor workflows across marketing, engagement, and lead generation channels.

Some Advisors Are Already Showing Up In AI Search. Here’s Why

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.

Additional Media Mentions: Board Expands and Platform Surpasses 80,000 Financial Professionals

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 Expands Board as Platform Surpasses 80,000 Financial Professionals

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.

The Advisor’s Edge in an AI World

Susan Theder explores how AI-generated financial advice strengthens advisors' value by making their personalized guidance visibly different from generic algorithm outputs.

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.

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.

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.

FMG Suite Launches Institutional Intelligence to Help Advisors Turn Specialized Expertise into Growth

FMG Suite launches Institutional Intelligence, embedding curated expertise from wealth tech partners into advisor workflows across marketing, engagement, and lead generation channels.

FMG Expands Board as Platform Surpasses 80,000 Financial Professionals

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.

FMG Expands Internal Use of AI to Better Serve Advisors and Enterprise Partners

FMG, a leading marketing technology platform for wealth management and insurance organizations, today announced the launch of its Marketing Intelligence System, a new internal AI-powered platform that gives FMG teams instant access to approved sales materials, customer proof points, product information, campaign assets, and institutional knowledge through natural-language search and AI-assisted retrieval.

FMG Earns Top Workplaces National Award for the Fourth Consecutive Year

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 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.

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.

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.

GTCR achève l'acquisition de FMG, la principale plateforme d'automatisation du marketing pour les conseillers financiers

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.

Additional Media Mentions: Board Expands and Platform Surpasses 80,000 Financial Professionals

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.

This is How Prospects Find Financial Advisors with Samantha Russell (Ep. 116)

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.

Additional Media Mentions: FMG’s Marketing Intelligence System

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.

Wealth Management Marketing Is in Its AI Era. Will Authenticity Be the Trade-Off?

AdvisorHub explores whether AI marketing tools risk eroding advisor authenticity, with FMG Chief Evangelist Samantha Russell on how advisors can scale content without losing their voice.

35 Essential Thought Leaders in Wealth Management

Consult Clarity names FMG's Samantha Russell to its 2026 list of 35 Essential Thought Leaders in Wealth Management for her work on AI search visibility and advisor marketing strategy.

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.

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