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WSR Names Mark Casady 2026 Person of the Year
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 ...
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A Two-Channel Strategy
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 ...
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The Firms That Will Win the Next Decade Already Know Their Growth Engine
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 ...
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How To Be Found In An AI World
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 ...
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5 Ways To Talk To Clients About The One Big Beautiful Bill Act
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 ...
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The Top 5 Advisor Marketing Questions
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 ...
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