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
When you talk to clients, they want to know that you are actually talking to them personally. They don’t want to be part of a blanket email campaign that’s not taking their daily lives into account.
- Featured Articles
- Susan Theder
Video is undoubtedly one of the most powerful marketing tools. In fact, research from HubSpot shows that 54% of consumers want to see more video content from the brands and businesses they support.
- Featured Articles
- Susan Theder
By following a few copywriting golden rules, you can write an effective message while still saving yourself time. Read on to learn more about these five rules and how you can use them to improve your client communications.
- Featured Articles
- Susan Theder
Financial advisors are more connected digitally than ever before. And when it comes to prospecting and growing your business, social media is one of the best places to leverage your digital presence.
- Featured Articles
- Susan Theder
Frequent communication is one of the most important ways you can establish trust with your clients. In fact, according to a recent McKinsey & Co. survey on global wealth and asset management, clients’ satisfaction with their financial advisor is directly correlated with the frequency of the advisor’s communications.
- Featured Articles
- Susan Theder
How do you get noticed more in search engines? It’s a popular subject but also a daunting one. To help advisors increase organic traffic to their websites, I’d like to share five of my favorite tips for raising their profile through searches, otherwise known as search engine optimization or SEO.
- Featured Articles
- Susan Theder
If you’re going to take on a new marketing venture this year, why not make it video? You might be worried that it’s too challenging, and it can indeed be intimidating to start. But with the right steps, you can build a successful video marketing strategy for your business.
- Featured Articles
- Susan Theder
It’s arguable that your website is your most valuable brand asset. It gives you valuable marketing real estate to vie for clients’ attention. On a client’s laptop, your home page gets the same screen space as that of any financial giant.
- Featured Articles
- Susan Theder
For advisors seeking clients among business owners and corporate executives, as well as firms looking to grow through mergers and acquisitions or seeking new recruits, LinkedIn offers several ad options at different costs.
- Featured Articles
- Susan Theder
Marketing is an ever-changing subject for advisors. For many of them, the biggest challenge is simply keeping up. To help, I’ve compiled a list of five common digital marketing mistakes and offered suggestions for how to address them without a lot of effort.
- 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.