In the News

Stay up to date on the latest announcements, insights and company news.
Prestigious International Awards Recognizes Outstanding Financial Technology Product
Partnership will provide a seamless way for advisors to add video to their FMG websites
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.
FMG's all-in-one platform selected as a Practice Management Solutions Provider of the Year.
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.
SaaS company recognized as a top place to work by the nation’s leading employer recognition program for the second year.
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.
FMG’s new premium website offering enables financial advisors to get a unique and beautiful website reflecting their brand personality and objectives.
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.
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?
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
FMG, a leading marketing technology platform for wealth management and insurance organizations, today announced the launch of its Marketing Intelligence System, a new internal AI-powered platform that gives FMG teams instant access to approved sales materials, customer proof points, product information, campaign assets, and institutional knowledge through natural-language search and AI-assisted retrieval.
FMG, an industry-leading SaaS company specializing in marketing software and services for financial advisors and insurance agents, has been named one of the nation's top mid-size workplaces by Top Workplaces Awards, as featured in USA Today, marking the fourth consecutive year the company has received this recognition.
FMG, the industry leader in marketing automation software for financial advisors and advisory firms, today announced the appointment of Matt Newman as Chief Revenue Officer.
FMG, the leading all-in-one marketing platform for wealth management enterprises, financial advisors and insurance professionals, today announced it has acquired Testimonial iQ, an online reputation management platform built specifically for the wealth management industry.
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.
Advisors using FMG report higher client retention, faster lead conversion, and an average of four hours saved weekly on marketing.
FMG is honored to announce that we’ve been named the Winner of the Wealth Management 2025 Industry Award (the “Wealthies”)
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.
Scroll to Top

Personal Information Form

Personal Information Form

[contact-form-7 id="13275" title="Contact form 1"]
FMG
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.