In the News
Stay up to date on the latest announcements, insights and company news.
- In the News
- FMG Marketing
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.
- Featured Articles
- Susan Theder
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.
- In the News
- FMG Marketing
Advisors using FMG report higher client retention, faster lead conversion, and an average of four hours saved weekly on marketing.
- Featured Articles
- Susan Theder
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.
- In the News
- FMG Marketing
FMG is honored to announce that we’ve been named the Winner of the Wealth Management 2025 Industry Award (the “Wealthies”)
- Featured Articles
- Susan Theder
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.
- Featured Articles
- Susan Theder
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.
- Featured Articles
- Susan Theder
What can you do to stand out to your target market? One of my favorite answers to this question is that you can showcase your emotional intelligence on your website. This article will show you how.
- Featured Articles
- Susan Theder
How do you differentiate yourself in a sea of sameness? As 2024 approaches, several marketing ideas come to mind, and one theme woven through them is the power of brand: Yours should convey the genuine care you have for your clients.
- Featured Articles
- Susan Theder
If you’re like most advisors, your phone might not ring as much as it once did, but your email inbox is likely filling up. According to McKinsey Global Institute, the typical professional receives an average of 120 emails per day and spends nearly a third of their workday writing or responding to messages.
- Featured Articles
- Susan Theder
It can be daunting to come up with a daily schedule for your marketing when you’ve got so many channels available. You’ve likely asked yourself: How do I come up with a daily task list that serves my broader goals? When should I post on social media? How often should I engage? Am I blogging enough?
- Featured Articles
- Susan Theder
Trends in marketing are always evolving, and there’s been no exception to that in 2023. From the effects of the Securities and Exchange Commission’s marketing rule to advancements in AI, there are new ways for advisors to think about their marketing and find opportunities in it.
- Featured Articles
- Susan Theder
Seemingly overnight, a standout new platform has emerged in the social media landscape. Threads, the latest release from Facebook and Instagram parent company Meta, blew past industry expectations and acquired over 100 million users in under a week. It's a feat for the history books, as the new platform handily beat the previous record held by the artificial intelligence app ChatGPT, which took closer to two months to reach the same record-setting milestone.
- Featured Articles
- Susan Theder
Human beings are naturally drawn to stories. Narratives can help us understand complex information, make sense of our world and help us forge connections with others.
- Featured Articles
- Susan Theder
There’s no more powerful message than original, insightful content written by a financial advisor. As a financial professional, you can serve as a guide and mentor, interpreting and explaining the ups and downs of market events, helping clients set financial goals, and explaining retirement strategies, among other things.
- Featured Articles
- Susan Theder
ChatGPT burst onto the scene with little warning. Few knew what the Microsoft and Elon Musk-backed artificial intelligence startup OpenAI had developed or how quickly it would become one of the most impactful technology stories of the day.
- Featured Articles
- Susan Theder
As a financial advisor, you know your website is critical to your online presence. It’s the foundation of your marketing, serving as the home base where prospects and clients find you.
- In the News
- FMG Marketing
Comprehensive lead generation tools support financial professionals in attracting and converting more prospects
- In the News
- FMG Marketing
Fintech Industry Leader Unveils Solutions to Address Growing Digital Marketing Needs for Financial Professionals
- In the News
- FMG Marketing
Lead generation and website capabilities to round out FMG Suite’s platform Agreement reaffirms commitment to a true end-to-end digital marketing solution for modern financial professionals
- 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.