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WSR Names Mark Casady 2026 Person of the Year
Wealth Solutions Report honors FMG Executive Chairman Mark Casady as 2026 Person of the Year for his leadership in advisor independence, AI-driven marketing, and organic ...
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A Two-Channel Strategy
FMG CMO Susan Theder writes for FA Magazine on how financial advisors can combine email and compliant business texting to improve client engagement and drive ...
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Focused on the Future: Why Advisors Are Rethinking Marketing for AI Search
FMG's Susan Theder and Samantha Russell join Wealth Management's Focused on the Future podcast to discuss how financial advisors can adapt their marketing for AI-driven ...
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Conduct this diagnostic to see if AI recommends your firm
In this byline for Financial Planning, FMG Chief Evangelist Samantha Russell opens with a live experiment: she asked Claude to recommend a financial advisor for ...
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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 ...
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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 ...
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