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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.
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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.
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Adapt or disappear: AI search is rapidly changing the referral game
New research shows nearly 1 in 4 wealthy investors use AI to find advisors. Here's what advisors must do now to be discoverable.
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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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