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
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Financial Advisor Marketing in 2026: Your AI-Powered Growth Blueprint
If your marketing strategy doesn't account for AI-driven search, you risk becoming invisible to prospects.
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How To Get More Advisor Testimonials: A Simple System That Works
Would be open to writing your business a review. The key is to make review requests easy, authentic, and part of your regular client communication plan.
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Client Onboarding: The First 90 Days To Turn New Clients Into Raving Fans
When you control the early experience with intention, you set a tone that supports long-term loyalty and steady referrals.
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15 Client Gift Ideas Straight From Our Advisor Workshop
Client gifts that show appreciation, spark conversation, and strengthen relationships, try one of these 15 standout ideas from our workshop attendees.
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Why Testimonials for Advisors Matter More Than Ever in the AI Era
Testimonials for advisors have moved from nice to have social proof to a fundamental ranking signal that determines whether prospects discover your firm.
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AI, AEO, and the Future of Advisor Marketing with Samantha Russell
Samantha says AI has transformed both how content is made and how it’s found—shifting SEO into AEO
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Instagram for Financial Advisors: Setup and Success Checklist
Once your compliance department has approved the use of Instagram, follow our checklist below to get you rolling on the platform.
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How To Build Social Media Momentum by Inviting Personal Connections
Both LinkedIn and Facebook give advisors tools that make this simple. Below is a clear guide to help you build momentum on each platform.
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5 Ways To Talk to Clients About the One Big Beautiful Bill Act
Here are five tax communication strategies advisors can use right now.
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Is AI Search Sending Clients to Your Competitors? Here’s How To Change That
15% of advisors already report leads from AI search. The question is no longer if but how it will impact client acquisition.
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3 Simple Ways To Get More Google Reviews
Here are three easy strategies to get more reviews from the clients who already know and trust you:
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How Financial Advisors Can Win With Answer Engine Optimization (AEO)
Here are the best practices every financial advisor should follow to make AEO work:
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How AI Search Is Changing Marketing for Financial Advisors
Here are five steps that help advisors stay visible and attract the right clients.
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3 Simple Steps To Get AI To Recommend Your Advisor Business
Dig into these steps below and learn how you can get AI tools to recommend your advisor business.
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1 Social Media Strategy To Boost Engagement
Offer a valuable piece of content – like a checklist, guide, or resource – and ask your audience to comment a specific word to get it.
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Smart Prompts, Better Output: 3 Things To Tell AI When You’re an Advisor
To get content that sounds more like you and speaks directly to the people you want to reach, start with these three simple inputs every time you prompt AI
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Hook Ideas To Get More Views on Your Next Social Post
Whether you’re sharing a checklist, a planning insight, or a client story, use these examples to spark stronger interest right from the start.
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Top 5 Marketing Questions Advisors Are Asking in 2025 – Answered
If you’re trying to bring in more right-fit prospects, these five questions are where most successful advisors are focused.
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How AI Is Redefining Advisor Discoverability with Samantha Russell
Samantha Russell to talks about how AI is reshaping the way people search for financial advice and what that means for advisors.
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15 Event Ideas To Drive Leads This Summer
15 event ideas shared by your peers – complete with real results and practical tips you can use for inspiration or your next event. #growth #advisors
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10 Proven Text Message Templates for Financial Advisors That Drive Results
Proven templates, expert tips, and a breakdown of best practices to help you use texting as a strategic tool not just a quick reply channel. #growth
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4 Simple Steps To Promote Your Event on Social Media
Are you struggling to promote your event? Follow Samantha Russell’s formula for a GREAT social media post to promote your event. #growth
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Summer Marketing Moves: Work Smarter, Not Harder
Here are three moves that can help you stay in front of your clients – and ahead of your competition. #growth #advisors
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Two Email Tips To Increase Engagement Rates
Samantha Russell shares two simple email marketing tips to stay in touch with clients and prospects. #email #growth
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How To Talk to Families About Estate Planning
Here’s how to guide these conversations – and how to market your services along the way. #estate #growth
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Top 12 Smart Marketing Tools for Advisors To Boost Efficiency
Let’s break down some of the best tools in the business that help advisors save time, increase reach, and grow their practice. #growth
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How To Create an Eye-Catching Financial Advisor Bio for Instagram
Instagram bio might be short, but its impact isn’t. It’s one of the most visible pieces of your digital presence as a financial advisor #growth
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Ditch Business Cards: A New Way to Network
When you attend an event, instead of handing out business cards or trying to put email addresses in your phone in real-time, try this instead #advisors
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How To Turn Tax Planning Into a Growth Strategy That Attracts and Converts Clients
Ahead of the curve and this should be reflected in your marketing. Try differentiating yourself with these four simple marketing tips. #taxes
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How Elite Advisors Win Trust in Volatile Markets with Samantha Russell
FMG’s five strategies: regular outreach, dedicated market pages, webinars, social media engagement, and family financial sessions.
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How To Increase Your Firm’s Visibility in AI Search Results
Here are four simple steps to help boost your firm’s visibility in AI results. #AI #advisors
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5 Ways To Engage Clients During Market Volatility
These five actionable strategies will help you engage clients during uncertain times – without overwhelming them. #advisors
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The New Rules of SEO: How AI Is Changing Visibility for Financial Advisor Websites
Financial Advisor Websites and the Changing SEO Landscape #SEO #advisors #AI
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Successful Videos Have This 1 Thing in Common
Video marketing is key to building trust with clients and prospects – the first 5 seconds are CRUCIAL to hooking viewers. #advisors #growth
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A Simple Habit To Grow Your LinkedIn Connections by the Thousands
A simple way to stay connected. Plus, you’ll be top of mind so you won’t need to send any note with the connection request. #advisors
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5 Strategies that Turn Prospects into Clients
Mastering digital marketing has become essential for growth. Here are the five key pillars that will define successful advisory marketing in 2025 #growth