Wealth Management sat down with FMG CEO Dave Christensen for an in-depth Q&A on what it means to lead a marketing platform in an era when AI is resetting how advisors communicate with clients and how prospects find advisors in the first place.
Christensen discusses FMG’s evolution from marketing automation to a broader organic growth platform, how AI is changing what advisors need from their technology, and what it means operationally to run an AI-first company. The interview covers FMG’s priorities under his leadership – including platform development, enterprise partnerships, and the internal application of AI before bringing those capabilities to advisor clients.
