Dans l'actualité
Restez au courant des dernières annonces, des idées et des nouvelles de l'entreprise.
- Dans l'actualité
- 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.
- Articles en vedette
- 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.
- Dans l'actualité
- FMG Marketing
Les conseillers qui utilisent le FMG font état d'une meilleure fidélisation des clients, d'une conversion plus rapide des prospects et d'une économie moyenne de quatre heures par semaine sur le marketing.
- Articles en vedette
- 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.
- Dans l'actualité
- FMG Marketing
FMG is honored to announce that we’ve been named the Winner of the Wealth Management 2025 Industry Award (the “Wealthies”)
- Articles en vedette
- 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.
- Articles en vedette
- 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.
- Articles en vedette
- Mark Casady
Wealth Solutions Report honors FMG Executive Chairman Mark Casady as 2026 Person of the Year for his leadership in advisor independence, AI-driven marketing, and organic growth.
- Articles en vedette
- Susan Theder
FMG CMO Susan Theder writes for FA Magazine on how financial advisors can combine email and compliant business texting to improve client engagement and drive organic growth.
- Articles en vedette
- Mark Casady
FMG Executive Chairman Mark Casady writes for Wealth Management on why organic growth, powered by AI and advisor marketing systems, will separate winning firms from the rest.
- Articles en vedette
- 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.
- Articles en vedette
- 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.
- Articles en vedette
- 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.
- Articles en vedette
- 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.
- Articles en vedette
- Susan Theder
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.
- Articles en vedette
- Susan Theder
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.
- Articles en vedette
- Susan Theder
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.
- Dans l'actualité
- FMG Marketing
La plateforme tout-en-un de FMG sélectionnée comme fournisseur de solutions de gestion de cabinet de l'année.
- Dans l'actualité
- FMG Marketing
Pour la deuxième année consécutive, la société SaaS a été reconnue comme l'un des meilleurs lieux de travail par le principal programme de reconnaissance des employeurs du pays.
- Dans l'actualité
- FMG Marketing
La nouvelle offre de sites web premium de FMG permet aux conseillers financiers d'obtenir un site web unique et magnifique reflétant la personnalité et les objectifs de leur marque.
- Dans l'actualité
- FMG Marketing
FMG investira de manière significative dans la plateforme afin d'améliorer les fonctionnalités de l'entreprise et d'offrir aux conseillers financiers une expérience de textos de premier ordre.
- Dans l'actualité
- FMG Marketing
Reflète l'augmentation des investissements dans les ressources, la technologie et les offres de produits pour les courtiers, les grandes sociétés d'investissement immobilier, les banques et les coopératives de crédit.
- Dans l'actualité
- FMG Marketing
Première phase d'un projet visant à transformer le puissant moteur de contenu de FMG en une bibliothèque personnelle pour les conseillers financiers.
- Dans l'actualité
- FMG Marketing
La société SaaS est reconnue comme l'un des meilleurs lieux de travail du pays par le principal programme de reconnaissance des employeurs
- Dans l'actualité
- FMG Marketing
L'entreprise SaaS est reconnue comme l'un des meilleurs lieux de travail par le principal programme de reconnaissance des employeurs du pays.
- Dans l'actualité
- FMG Marketing
Cette nouvelle offre permettra aux conseillers d'automatiser leurs efforts de marketing et de communication numériques afin d'attirer de nouveaux clients et d'accroître l'engagement de leurs clients existants.
- Dans l'actualité
- FMG Marketing
Les chefs de file de l'industrie s'unissent pour stimuler la croissance des conseillers en s'appuyant sur le programme de formation éprouvé de Conneqtor et sur la plateforme technologique de marketing facile à utiliser et tout-en-un de FMG.
- 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.