FMG
FMG is the only all-in-one marketing technology platform designed specifically for financial advisors. Providing a robust suite of marketing tools for websites, email, social media, and more, FMG helps advisors simplify their marketing, connect with clients, and build their brand - all from one easy-to-use platform. With over 40,000 clients, we offer a solution to match your marketing goals, whether you're just starting out or looking to expand your business further, we can help. Click here to learn more about FMG and to discover how we can help you grow your business. Follow on LinkedIn .
Articles by FMG
- Business Growth
Finding Your Niche Using Client Trigger Events: A Guide for Financial Advisors
Your niche may not be just a demographic. It may be a trigger event, or more often, some combination of the two.
- Business Growth
Three Prompts To Get the Most Out of AI: A Guide for Financial Advisors
For advisory firms, this changes the equation on prep work. You're already doing these three things manually. AI just made them possible at scale.
- Business Growth
Your Second-Half Advisor Marketing Playbook: Two Moves a Month Through December
Below is the full breakdown, with the specific actions, the reasoning behind each one, and what to do if you’re starting from scratch.
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5 Financial Advisor Content Ideas Your Clients Want To Hear About This Summer
Here are five content ideas worth putting on your calendar right now. Summer is the season most advisors mentally check out of their marketing.
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Are You Invisible To AI? Run This Audit To Find Out
If you're not showing up, you're losing high-intent prospects before they ever find you. Prospects are no longer just Googling for financial advisors – they're opening ChatGPT, Claude, and Perplexity and asking for recommendations by name, niche, and
- Business Growth
Financial Advisor Marketing in 2026: Your AI-Powered Growth Blueprint
The marketing landscape for financial advisors has fundamentally shifted.
- Business Growth
How To Get More Advisor Testimonials: A Simple System That Works
AI-driven search now factors in reviews, reputation, and even how your content is formatted when recommending businesses.
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Client Onboarding: The First 90 Days To Turn New Clients Into Raving Fans
The client onboarding experience shapes the entire relationship.
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15 Client Gift Ideas Straight From Our Advisor Workshop
During a recent advisor workshop, “ Your Human Advantage – Do What AI Can’t!
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Why Testimonials for Advisors Matter More Than Ever in the AI Era
Millions of people use AI tools for daily searches.
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AI, AEO, and the Future of Advisor Marketing with Samantha Russell
We welcome back Samantha Russell, Chief Evangelist at FMG, to break down the marketing shifts defining 2025 and how advisors can carry them into 2026.
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Instagram for Financial Advisors: Setup and Success Checklist
Financial advisors, are you ready for Instagram?
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How To Build Social Media Momentum by Inviting Personal Connections
Growing your audience as an advisor requires more than posting updates.
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5 Ways To Talk to Clients About the One Big Beautiful Bill Act
The One Big Beautiful Bill (OBBB) Act has dominated financial headlines.
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Is AI Search Sending Clients to Your Competitors? Here’s How To Change That
Millions of people are using AI tools for daily searches.
- Business Growth
3 Simple Ways To Get More Google Reviews
AI-driven search now factors in reviews, reputation, and even how your content is formatted when recommending businesses.
- Business Growth
How Financial Advisors Can Win With Answer Engine Optimization (AEO)
AI is changing how people search. Instead of short keywords, your future clients are asking full, detailed questions into tools like ChatGPT, Perplexity, and even Google’s new AI-driven features.
- Business Growth
How AI Search Is Changing Marketing for Financial Advisors
More than two-thirds of Google searches end without a click.
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3 Simple Steps To Get AI To Recommend Your Advisor Business
The other day, a financial advisor asked Samantha Russell: “How in the world do we get AI to recommend our business?
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1 Social Media Strategy To Boost Engagement
Getting more eyes – and more comments – on your social posts doesn’t have to mean paying for ads or coming up with brand-new content every week.
- Business Growth
Smart Prompts, Better Output: 3 Things To Tell AI When You’re an Advisor
AI can help financial advisors write faster, plan smarter, and show up more consistently online.
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Hook Ideas To Get More Views on Your Next Social Post
Great content won’t go far if your hook doesn’t stop the scroll.
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Top 5 Marketing Questions Advisors Are Asking in 2025 – Answered
Advisors want to grow this year, but time is tight and client expectations keep rising.
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How AI Is Redefining Advisor Discoverability with Samantha Russell
Adapting advisor marketing for AI-driven search, stronger visibility, and more authentic content at scale.
- Business Growth
15 Event Ideas To Drive Leads This Summer
During a recent FMG workshop , advisors shared so many creative and successful event ideas.
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10 Proven Text Message Templates for Financial Advisors That Drive Results
Texting for financial advisors has shifted from being a novelty to a necessary part of client communication.
- Business Growth
4 Simple Steps To Promote Your Event on Social Media
Are you struggling to promote your event?
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Summer Marketing Moves: Work Smarter, Not Harder
Summer brings a different rhythm. Between client travel, vacations, and internal planning, many advisors see their marketing drop off.
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Two Email Tips To Increase Engagement Rates
Nobody fires their advisor for overcommunicating, but they might fire their advisor for not communicating enough.
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How To Talk to Families About Estate Planning
Estate planning starts with conversations – not documents.
- Business Growth
Top 12 Smart Marketing Tools for Advisors To Boost Efficiency
As a financial advisor, you’re busy. With everything on your plate, there’s little time left for marketing – let alone designing campaigns, editing videos, or writing newsletters.
- Business Growth
How To Create an Eye-Catching Financial Advisor Bio for Instagram
A financial advisor Instagram bio might be short, but its impact isn’t.
- Business Growth
Ditch Business Cards: A New Way to Network
Samantha Russell shares one of the easiest ways to exchange contact information with leads or new acquaintances at live events: your LinkedIn QR code.
- Business Growth
How To Turn Tax Planning Into a Growth Strategy That Attracts and Converts Clients
Think beyond compliance – tax season is a prime opportunity to attract, engage and convert prospects into clients.
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How Elite Advisors Win Trust in Volatile Markets with Samantha Russell
Proactive communication, timely content, and stronger engagement for moments when clients need guidance most.
- Business Growth
How To Increase Your Firm’s Visibility in AI Search Results
It’s no secret AI is changing how we all search.
