Turn Tax Season into a Year-Round Growth Engine
Discover how to build a scalable system that drives retention, referrals and new clients.
The 7-Day Testimonial Playbook
Discover how advisors can launch a testimonial program that scales and keeps them visible – in just 7 days.
The Only 2 Marketing Moves Advisors Need Each Month in 2026
Discover the only 2 marketing moves you’ll need to focus on each month to see real growth by year-end.
What’s Actually Working in 2026: A Live Webinar with Ethan Stewart
Learn how one financial advisor pairs authentic, human marketing with the Do It For Me program to drive real results.
Make 2026 Your Best Year Yet: A Webinar with Juan Bendaña
Are you ready to reach your 2026 marketing goals? Start the year with clarity, confidence, and momentum in this webinar with Juan Bendaña.
Unveiling of the 2026 Marketing Guide: Your Shortcut to Winning More Clients & Saving Time
Unlock your 2026 marketing roadmap and discover which strategies will reclaim your time and drive growth.
Your Guide to Client Testimonials: How to Show Up When Prospects Search for You
Unlock your testimonial strategy – that ensures you show up when prospects search for an advisor.
The First 90 Days – Turn Clients Into Raving Fans
Unlock your system to turn new clients into raving fans – in just 90 days.
Turn Your About Us Page into Your Best First Impression
Learn how to write an About page that doesn’t sound like a resume.
Your Human Advantage – Do What AI Can’t!
Unlock your human advantage and show client appreciation – in ways technology can’t replicate.
The One Big Beautiful Bill Playbook: What To Say & How to Say It
Learn the best strategies to communicate the One Big Beautiful Bill Act to clients – what to say and how to say it.
How To Write FAQ Pages that Work with AEO
Learn how to implement FAQ pages on your website to increase visibility in AI search results.
The Top 10 Marketing Questions Advisors Are Asking in 2025—Answered
Get answers to your most pressing marketing questions – so you can get your momentum back.
Hyper-Personal Content at Scale: The Exact AI Framework Driving Advisor Growth
Learn the exact strategies to create content at scale with AI – without sounding like a robot wrote it.
The Day-By-Day Marketing Playbook of a Top Advisor
Hear how Kevin Thompson transforms one piece of content into an entire marketing campaign, including his daily schedule, tools, and ROI.
Make your Event an Easy YES!
Learn the 3 specific event formats that consistently generate new business PLUS the exact communication plan to keep it hassle-free.
How Two Advisors Transformed Their Business with FMG’s Do It For Me Program
Learn how two successful advisors have transformed their businesses through strategic marketing with FMG’s Do It For Me Program.
Client Confidence in Chaos: 5 Proven Strategies to Add Value During Market Volatility
Learn the proven communication strategies to help guide clients through market volatility.
Cracking the Code: How to Design a Scalable Advisor Marketing Program That Drives Growth
A candid conversation with firm leaders and marketing experts on what it takes to build a scalable, effective marketing program.
5 Reasons You’re Not Getting Any Results on Social Media + How to Fix It
Learn social media mistakes to avoid – and proven strategies that drive growth.
From Conversation to Content Workshop
Learn ways to leverage AI to transform your client and prospect communications into personalized outreach, saving you hours of time.
Communications Workshop
Learn to transform your content and email strategies into a systematic approach that drives growth.
How to Keep Generational Clients: Engaging Both Spouses in Estate Planning
Learn key strategies to engage spouses and heirs in estate planning conversations to drive client retention.
Converting Tax Conversations into Business Growth
Uncover proven strategies to turn a tax conversation into a practical marketing tool that drives real business growth.
How AI is Changing SEO: Google is NOT What it Used to Be
Dive into key strategies to make your business stand out in the age of AI.
Video Marketing Made Simple: From Setup to Success in 2025
Dive into key strategies to create professional-looking videos without complicated equipment or huge budgets.
Events to Plan in 2025: How to Host Successful Events that Generate Quality Leads
Dive into the key strategies for hosting a successful event, in-person or virtual, to generate high-quality leads.
Unveiling the FMG 2025 Marketing Guide: Everything you need to market and grow your business
Discover how to leverage FMG’s 2025 Marketing Guide to generate high-quality leads and elevate your advisory business.
Advanced LinkedIn Growth Strategies: Converting Connections to Clients
By popular demand, Samantha Russell returns for another LinkedIn Workshop with advanced strategies to maximize your presence on the world’s premier professional network!
Exact Steps I Took to Grow My LinkedIn Followers to 40K
Leverage LinkedIn’s network to grow your financial advisory business with these expert strategies for profile optimization, content creation, and prospect engagement!
Client Onboarding Made Easy: Build Trust & Loyalty
Revolutionize your client onboarding process to build trust and loyalty from the start with these easy-to-implement ideas!
A Live Workshop: Organic Growth Secrets – and Not Ones You’ve Heard Before
Unlock organic growth secrets with our best out-of-the-box marketing ideas (that have shown REAL results)!
A Live Workshop: Build Your October Content Calendar in 45 Minutes
Build Your Content Calendar in this Quick Workshop!
A Vote of Client Confidence: YCharts & FMG Present The Advisor’s Election Guide
Navigate Client Conversations During Election Season with These Helpful Tips!
Live Marketing Q&A: Ask Me Anything with Samantha and Susan
Unlock Answers to Your Burning Marketing Questions in This Quick Q&A!
Video 101: The Proven, Step-by-Step Playbook
Unlock the Secret to Attracting More Clients: Master Video Marketing in Just One Hour!
Supercharge Marketing Strategies to Skyrocket Growth: Round 2
A strong marketing strategy is the cornerstone of any successful business plan.
All Access VIP Pass – See Why FMG’s New Era is Generating Buzz
In this must-see webinar, FMG’s marketing experts reveal game-changing strategies to streamline and simplify your firm’s marketing. It’s the New Era at FMG! 🤩
How to Capitalize on the Growing Demand for Estate Planning in Your Marketing
The gap between what clients expect to receive from their advisor and what they actually get has never been wider. There is a huge demand for estate planning right now, and with demand comes opportunity.
Mastering the 5-Second Rule: How to Create Websites That Convert
In today’s digital world, you only have 5 seconds to make a lasting impression. If your website doesn’t clearly communicate who you serve, what makes you different, and how you help solve their problems, visitors will quickly move on.
The Biggest Marketing Trends of 2024
As an advisor, it’s important that you are paying attention to the current marketing trends. But how do you know which to keep and which to toss?
Launch Your Advisor Podcast in 5 Simple Steps
Are you interested in learning how to have engaging conversations with interesting guests while driving leads to your business? If you answered yes, then podcasting is for you!
Website Fixer-Upper Session Two
98% of over 2,000 consumers surveyed by eMoney said that a financial advisor’s website is important (or very important) when choosing which advisor to work with. How confident are you in the strength of your website?
The 7 Biggest Mistakes Advisors Make on Social + How to Fix Them
Do you feel like you’re putting in a lot of work but just aren’t getting the type of results you wanted from your social strategy? If that’s the case, you’re not alone! Many advisors struggle to achieve their desired outcomes from social media. And if you’re looking to do more with your social media presence, we can help.
Breaking Down The 2024 Advisor-Client Communications Survey
A strong communication strategy is the key to your success and growth. So, when it comes to your communication approach, are you losing or retaining clients?
Supercharge Marketing Strategies to Skyrocket Firm Growth
A strong marketing strategy is the cornerstone of any successful business plan.
What Our “Do It For Me” Program is Really Like with Chevonne Farler
Tune in to hear from successful advisor, Chevonne Farler of TBH Advisors, as she shares how she has leveraged FMG to significantly increase engagement with clients and prospects while driving new business.
What Our “Do It For Me” Program is Really Like with Beth Blecker
Tune in to hear from a successful advisor, Beth Blecker of Eastern Planning Inc., as she shares how she has leveraged FMG to significantly increase engagement with clients and prospects while driving new business.
Mastering Lead Generation and Referrals
In this webinar, Director of Product & Enterprise Marketing, Elise Lambert shares her strategies for successfully boosting your firm’s lead generation, referrals, and conversions.
Website Fixer-Upper Series
Tune in to hear Samantha Russell do a live walkthrough of several advisor websites, sharing what edits she would make and discussing what she has done in the past that works well, plus lessons learned!
10 Tips for Marketing Your Tax Planning Services As An Advisor
Help with tax planning is the #1 thing that clients of advisors want.
Leveraging Your Client or Prospect’s Age Milestones to Exponentially Grow Your Business
When it comes to advisor marketing, personalization is the key to successful communication. One simple but often underutilized personalization strategy is based on triggers tying back to a person’s age.
Our Best Growth Strategy for 2024 – Webinars that WOW
Webinars are low-cost, easy to implement, and best of all, they are effective in showcasing your expertise and bringing in new prospects. But did you know that only 23% of advisors are currently utilizing them?
Top 5 Advisor Marketing Themes for 2024
Tune in on the key marketing themes that will set your firm apart from the competition in 2024.
The Science of Generating More Referrals
In the world of financial planning, referrals are still the number one contributor to firm growth. However, the key to harnessing this growth potential requires you to understand the nuances of client satisfaction and engagement.
Website Makeovers: Before-and-After Look at Website Makeovers and Best Practices
98% of over 2,000 consumers surveyed by eMoney said that a financial advisor’s website is important (or very important) when choosing which advisor to work with. How confident are you in the strength of your website?
Content Strategies To Differentiate Your Brand And Grow Your Business
Unlock the secrets to standing out from the competition and crafting a compelling value proposition! As an advisor, effectively marketing your services is crucial, but can be difficult to find the time and resources.
Convert Leads, Delight Clients: Proven Communication Strategies
The frequency and style of your communications are CRITICAL to your business success. But who has the time? What’s the first thing you should start doing? What topics do clients want to read about? For the answers to these questions and more, tune in below!
Ideas to Stand Out and Attract the Next-Gen
The Great Wealth Transfer is here, and the new generation of HNW decision-makers defines value differently. Whether you’re connecting with next-gen clients, clients’ next gens or prospects, experiences are more important than ever to attracting and retaining them.
Curious about the “Do It For Me” Program? Hear One Advisor’s Marketing Success Story
Tune in to hear how Kim Chorney, Partner at Madison Financial Planning has found marketing success at her firm. Kim shared how she has leveraged FMG to consistently share content in a personal way to boost client engagement and drive more prospects to her business.
Growth Hacks for Advisors from Our CMO and a Top Financial Advisor
Tune in to hear how Chad Parmenter, has found marketing success at his firm. Chad shared how he has leveraged FMG to increase engagement with clients and prospects and build a strong brand strategy for his business while catering to a particular niche.
An Advisor’s Story: Crafting a Fulfilling Niche from Life’s Challenging Transitions
Tune in to hear how Chevonne Farler, Wealth Management Advisor at TBH Advisors has found success serving a fulfilling niche. Chevonne shared how she has leveraged FMG to increase engagement with clients and prospects, all while driving new business catering to a specific niche of clients going through major life events, such as divorce or the death of a spouse.
What Makes this Advisor Website Stand Out? Interview with Rubin Miller, CFA
The financial industry is growing increasingly crowded, so how can you set yourself apart from the competition? Having a strong digital presence and standing out online is key.
The Best Lead Generation Tactic Most Advisors Aren’t Doing: Webinars
Webinars are low-cost, easy to implement, and best of all, they are effective in showcasing your expertise and bringing in new prospects. But did you know that only 23% of advisors are currently utilizing them?
How to Use Behavioral Finance to Differentiate Your Firm and Marketing
You’ve likely heard the term “human-centric” …but what does it really mean and how can it be used to differentiate your firm and marketing?
Uncovering the Secrets of Hyper-Growth Firms
If you’re curious about what separates hyper-growth financial advisory firms from non-growth ones, then taking this deep dive into the findings of the recent Nitrogen Growth Survey to discover why some firms have experienced growth while others haven’t is for you.
How to Drive and Close More Leads in 2023
A high-performing website is critical to the growth of your business.
