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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.
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.
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.
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.
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.
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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