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FMG, the industry leader in marketing automation software for financial advisors and advisory firms, today announced executive leadership appointments to support continued growth and platform innovation for its enterprise and direct clients across RIAs, broker-dealers, wirehouses, regional firms, and insurance organizations.
When a prospect asks ChatGPT, “Who’s the best financial advisor near me?” what is it that determines whether your firm shows up in the search results? You might be surprised to hear that it’s not your website content or paid ads. It’s your reviews.
Advisors using FMG report higher client retention, faster lead conversion, and an average of four hours saved weekly on marketing.
The One Big Beautiful Bill Act is creating waves—and confusion—for your clients. The news coverage often highlights urgency, the fine print feels overwhelming, and many want to know how it will affect them directly.
FMG is honored to announce that we’ve been named the Winner of the Wealth Management 2025 Industry Award (the “Wealthies”)
Advisors are chasing growth in 2025, but they’re stretched for time and facing much more demanding clients. They want to know how to differentiate themselves in their marketing materials and how they can do it in an efficient way and measure their results. They also want to make sure their efforts are in compliance with regulators’ demands.
Everyone works at a different pace during the summer. People are on vacation, clients are traveling. Some companies pause to do their own internal planning. As all this goes on, it can be tough for you to keep your marketing efforts consistent.
The key is to establish an effective content strategy, one that attracts prospects and grows your following. Here I will outline five proven ways you can create an effective content strategy for social media. And though many of these tips could transfer to other platforms, they are specifically designed for LinkedIn.
Marketing technology provider wins two categories in the prestigious industry awards program.
Agreement expands the all-in-one marketing platform's artificial intelligence (AI) capabilities to improve marketing opportunities for modern financial professionals.
New Brand Reflects the Cumulative Impact of Its Acquisitions, Industry-Leading Thought Leadership, and New Product Enhancements
Prestigious International Awards Recognize Outstanding Financial Technology Products And Companies
Underscores Commitment to Being the Top Provider of Digital Marketing Solutions for Financial and Insurance Professionals to Accelerate Their Growth
Expanded capabilities enable advisors to submit email, social, website and other content directly from FMG Suite’s industry-leading marketing platform and new mobile app
SaaS Company Honored for Diversity and Inclusion, Individual Thought Leadership & Education, and Fintech/TAMP Platforms Thought Leadership & Education
MarTech Breakthrough Awards Recognizes Industry-Leading SaaS Company For Standout Social Media Technology
Sharing Content is Now Easier and Faster On-the-go with New App From Industry-Leading SaaS Company
Industry-Leading SaaS Company Recognized for Advancing Racial Equity
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.
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.
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.
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