In the News
Stay up to date on the latest announcements, insights and company news.
- Featured Articles
- Susan Theder
Volatility is part of investing. But when headlines are loud and the markets are down, your silence can speak louder.
According to a YCharts survey, 75% of clients who left or considered leaving their advisor cited a lack of communication. Yet when volatility hits, many advisors feel stuck: unsure of what to say, how much to say, or whether to say anything at all.
- Featured Articles
- Susan Theder
Estate planning doesn’t start in the attorney’s office—it starts with conversations. And too often, those conversations involve only one spouse or one generation. But the most durable estate plans are built when everyone affected by them is part of the discussion.
- Featured Articles
- Susan Theder
Tax season isn’t just about compliance and paperwork—it’s a great opportunity to attract, engage and convert prospects into clients. Tax guidance is a top interest for people seeking financial help—in fact, according to Edelman Financial Engines’ 2024 “Everyday Wealth in America” report, people are even more interested in the subject now than they were last year.
- Featured Articles
- Susan Theder
In the ever-evolving digital landscape, advisors who want to stay ahead of the marketing game must adapt to the new ways consumers are discovering businesses and information online. Artificial intelligence is transforming people’s hunt for information, yet many advisors aren’t sure how to take advantage of these changes in consumer behavior.
- Featured Articles
- Susan Theder
While trends may come and go, the core principles of effective marketing endure. In 2025, financial advisors need to focus on these essentials to cut through the noise and connect with their ideal audiences.
- Featured Articles
- Susan Theder
In the ever-evolving digital landscape, advisors who want to stay ahead of the marketing game must adapt to the new ways consumers are discovering businesses and information online. Artificial intelligence is transforming people’s hunt for information, yet many advisors aren’t sure how to take advantage of these changes in consumer behavior.
- Featured Articles
- Susan Theder
While trends may come and go, the core principles of effective marketing endure. In 2025, financial advisors need to focus on these essentials to cut through the noise and connect with their ideal audiences.
- Featured Articles
- Susan Theder
Identity theft is a growing concern, and as tax season approaches, there’s increased risk that people will be victims of tax return fraud—when scammers attempt to file under other people’s names and swipe their refunds. Financial advisors are not only uniquely positioned to help clients protect themselves in these cases—but can also use their expertise as a powerful marketing tool. Talking about such topics helps advisors engage with their clients more often and establish thought leadership.
- Featured Articles
- Susan Theder
As financial advisory firms expand their reach beyond local communities, with clients and team members scattered across the country, the holiday season presents a unique challenge—and opportunity. How can firms create meaningful connections and celebrate the season with remote employees, clients and prospects?
- Featured Articles
- Susan Theder
As a financial advisor, you may find that clients become increasingly anxious about market volatility during election seasons. While it's not necessary to constantly discuss elections, having effective communication strategies in place can help ease client worries and reinforce their confidence in your guidance. Here are five proactive approaches to consider:
- Featured Articles
- Susan Theder
The biggest challenge when you’re considering any trend, even those in marketing, is predicting which ones will really pay off and which ones are fads. The same goes for trends in the financial advisory space. By tapping into a useful marketing trend, you can get an edge over your competitors and open the door to new strategies for growing your business, brand, and reputation.
- Featured Articles
- Susan Theder
Whether it’s expanding your social media presence, implementing website best practices, or finding better ways to communicate with clients, we’re often on the lookout for big-picture items to improve advisor marketing.
- Featured Articles
- Susan Theder
There are a lot of factors that play into SEO, which is why I often recommend advisors start with the basics. To help you do that, I’ve outlined five steps that will go a long way toward improving your SEO efforts and ultimately result in more visitors—and conversions—from your website.
- Featured Articles
- Susan Theder
Webinars remain one of the most effective but underused marketing strategies for advisors. True, they require some effort to set up, but advisors who host them find out these events are an excellent way to engage a large audience and fuel their other marketing channels, all at little additional cost.
- Featured Articles
- Susan Theder
Advisors who want to market well need a well-designed website, an engaging social presence, and responsive communications. But those things are just the beginning. Standing out means doing more.
- In the News
- FMG Marketing
FMG's all-in-one platform selected as a Practice Management Solutions Provider of the Year.
- In the News
- FMG Marketing
SaaS company recognized as a top place to work by the nation’s leading employer recognition program for the second year.
- In the News
- FMG Marketing
FMG’s new premium website offering enables financial advisors to get a unique and beautiful website reflecting their brand personality and objectives.
- In the News
- FMG Marketing
FMG Will Make Significant Investments in the Platform to Enhance Enterprise Features and Deliver a World-Class Financial Advisor Texting Experience
- In the News
- FMG Marketing
Reflects Increased Investment in Resources, Technology, and Product Offerings for Broker-Dealers, Large RIAs, Banks, and Credit Unions
- In the News
- FMG Marketing
Phase one of plans that will transform FMG’s powerful content engine into a personal library for financial advisors
- In the News
- FMG Marketing
SaaS Company Recognized as a Top Workplace in the Nation by Leading Employer Recognition Program
- In the News
- FMG Marketing
SaaS company recognized as a top place to work by the nation’s leading employer recognition program.
- In the News
- FMG Marketing
New Offering will Enable Advisors to Automate Digital Marketing and Communications Efforts to Attract New Clients and Increase Engagement with Existing Ones
- In the News
- FMG Marketing
Industry leaders band together to spearhead advisor growth by drawing on Conneqtor’s proven training program and FMG’s easy-to-use, all-in-one marketing technology platform.
- Coverage
- FMG Marketing
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.
- Coverage
- Samantha Russell
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.
- Coverage
- Samantha Russell
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.