FMG

📧  FMG has sent over 1 million emails on behalf of financial advisors. We’ve paid attention to every open, every click, every conversion. A few things surprised us: → Some "best practices" don't hold up anymore → A handful of small changes made an outsized difference → The advisors getting the most replies aren't doing what you'd expect We're sharing all of it live this Thursday, May 21. Samantha Russell and shannon charfauros are breaking down exactly what the data shows about what's working in advisor email right now – and what to stop sending immediately. You'll walk away with: ✔️ Subject line patterns driving opens (with real examples) ✔️ A content rhythm that fits your week instead of taking it over ✔️ Personalization that feels 1:1 without the 1:1 effort ✔️ The highest-response outreach windows in the next 90 days Plus a bonus Content Themes Calendar – a year of timely campaign inspiration, already mapped out. 🗓️ Thursday, May 21 | 10am PT/1pm ET 🔗 Save your spot: https://lnkd.in/dt9T-Va4 #FinancialAdvisorMarketing #ContentMarketing #AdvisorMarketing

There’s a 1 in 3 chance your next prospect isn't Googling you. They're asking ChatGPT. Will your name come up? When Samantha Russell asked Claude to recommend a financial advisor for someone with $5M+ in assets, it returned 4 names. Not the most credentialed advisors. Not the ones with the biggest firms. The ones whose digital presence gave AI enough signal to recommend them with confidence. So what does AI actually look for? Three things keep coming up across the recommended advisor websites 👇 1️⃣ Structured content AI can read and understand. 2️⃣ Recent, findable evidence of expertise. 3️⃣ Real social proof (90% of advisors are missing this one 🤯). 👉 Try this today — paste this prompt into Claude: "I am a [describe your ideal client] in [your city]. I'm looking for a financial advisor who specializes in [your niche]. Who would you recommend and why?" If your name doesn't come up, join us tomorrow to find out exactly what to fix. Samantha Russell and Susan Theder are auditing real advisor websites live. Submit yours for a chance to be reviewed — or learn from every site we pull up. Either way, you walk away with a clear list of what to fix. 📅 Thursday, May 7 | 10am PT/1pm ET | Free Save your spot here: https://lnkd.in/dKUR__N9 (Sign up even if you can’t attend live, and we’ll send you the resources after.) #FinancialAdvisors #AdvisorMarketing #AEO #AISearch #AdvisorGrowth

🌱 Organic growth has always been the long game. And now you have better tools to play it. Our Executive Chairman Mark Casady spoke with Digital Wealth News on what's driving advisors back to fundamentals. M&A carried the growth story for years. But now, advisors are returning to what has always driven this business: trust, consistent engagement, and showing up for clients over time. The challenge is execution. Doing that consistently – across every client, every touchpoint, every month. That's where AI earns its place. Not as a shortcut, but as what makes relationship-driven growth scalable. 👉 So here's a practical check: look at your last 30 days of client outreach. Was it consistent? Personalized? Did it happen because you had a system – or because you found time? If it's the latter, that's the gap AI can close. Thanks to Bill Taylor and Digital Wealth News for the feature. Read the full story below (linked in the comments). Dave Christensen Susan Theder Samantha Russell Joseph Kuo #OrganicGrowth #WealthManagement #AdvisorMarketing #AIinFinance #FinancialServices #AdvisorGrowth

🌐 Your chance to get a free website audit from our experts — live. We're pulling up real financial advisor websites and walking through exactly what we'd change, in real time. Your website now has two audiences. Most advisors are only building for one. 🤖 The robots first → AI tools like ChatGPT, Claude, and Gemini scan your site and decide whether to recommend you before any prospect ever sees your name. 👤 The humans second → Once a prospect lands on your page, you have 5 seconds to show them you're the right fit. Most advisor websites fail one or both. Thursday, May 7th, @ Samantha Russell and Susan Theder are going live to show you exactly what to fix. In 45 minutes, you’ll get: - The exact signals AI tools use to surface advisors - What your website must say (and show) to convert - A short list of updates you can make this week - Real advisor examples you can copy 🎯 Submit your website when you register — we'll review as many as possible during the session. 👉 Save your spot: https://lnkd.in/dKUR__N9 #FinancialAdvisors #AdvisorMarketing #AEO #AISearch #AdvisorWebsites

What if the easiest way to stand out with prospects was a conversation you're not having yet? 70% of clients expect estate planning to be part of their financial plan. 40% would switch advisors to get it.* That's exactly what Dan Bolton from Wealth.com and Samantha Russell are breaking down on April 29. They’ll cover: → What to say to introduce estate planning with prospects → How to position it as a key part of your value proposition → Plug-and-play campaigns that drive replies and referrals → How to bring in spouses, heirs, and future decision-makers This webinar is for you if: ✓ You want to stand out with prospects but aren't sure how ✓ You're not talking about estate planning yet – and know you should be ✓ You want a done-for-you checklist to start the conversation Save your spot now 👉 https://lnkd.in/g8mpF_2c *(Stat source: Wealth Management) #FinancialAdvisors #EstatePlanning #AdvisorMarketing #AdvisorGrowth

Imagine 95% of your client messages read within 90 seconds of hitting send. ⚡  That's what texting delivers. With affluent investors ranking text as their #1 preferred communication channel, it's quickly becoming an expectation, not a bonus. For financial advisors, that kind of reach means timely updates actually land, appointment reminders get seen, and quick check-ins get the response they deserve. Texting belongs in your client communication strategy. And with compliant, intuitive tools now available, adding it to your practice is more straightforward than ever. 🎉 That's why we're excited to share that the MyRepChat mobile app just got a major upgrade. The new interface is built to feel like the messaging apps you already use every day – native tap and swipe controls, clean conversation threads, and everything right where you'd expect it. Compliant texting that feels exactly like everyday texting. Already a MyRepChat customer? The new experience is live – simply update your app to get started. 👉 myrepchat.com/newmobileapp Want to learn more about MyRepChat? Check out myrepchat.com #AdvisorTexting #AdvisorMarketing #ClientCommunications #CompliantTexting #MyRepChat

AI moves fast. Samantha Russell moves faster. ⚡ We're so proud to launch AI Simplified – a bi-weekly Saturday newsletter from our very own Sam, designed to cut through the hype and give financial advisors practical, usable AI tips. Read Susan's post below for a sneak peek at the first issue, then sign up so you don't miss what's coming May 9th. ☕ 👇 Sign up for AI Simplified (link in Susan's post) #AdvisorMarketing #AINewsletter #AdvisorAI #MarketingNewsletter

The LinkedIn playbook changed. Most advisors are still running last year's strategy. AI search converts prospects at 4.4x the rate of traditional search, and your LinkedIn profile is one of the biggest signals it uses to decide who shows up. But right now, only 15% of advisors are getting leads from it. That's your opening. What drove reach and engagement 12 months ago isn't landing the same way anymore. Samantha Russell and Susan Theder – who have spent the last year stress-testing what actually works for advisors on LinkedIn – are going live April 21st. They'll walk through exactly what's changed and what to do about it. In real time, on LinkedIn, with real examples from top-performing advisor profiles. You'll leave knowing what's worth your time, what to skip, and how to turn your LinkedIn presence into something AI search actually picks up. Save your spot now 👇 https://lnkd.in/gt3Sp-hK #FinancialAdvisors #LinkedInStrategy #AdvisorMarketing #AISearch #FMG

This interview with our CEO Dave Christensen is worth your time. The 1,000% usage jump he mentions? That happened because we stopped asking advisors to write from scratch and gave them a starting point instead. One small shift → A massive difference in what advisors actually published. That's the kind of thinking Dave is bringing to everything at FMG right now – moving up the funnel into prospecting, building out testimonial tools that work with AI search, and making sure your voice stays yours while FMG works behind the scenes. Read the full interview here: https://lnkd.in/gSbj9iYY #AdvisorMarketing #AIMarketing #AITools

4️⃣ years running. 🏆 Being named a Top Workplace by USA TODAY is an honor every single time – and four consecutive years is a reflection of our people. This award is determined entirely by employee feedback, which makes it one of the most meaningful recognitions we receive. It's a reflection of the team that shows up every day, and the culture they've built together. That same team is also behind everything we build for our clients – the product innovation, the AI-powered marketing tools, and the work that helps financial advisors grow their practices. A workplace where people want to stay is one where the best work gets done. Grateful for our team, and grateful to Top Workplaces and USA TODAY for recognizing us again. Read more here 👉 https://lnkd.in/gdvYSkA6 Dave Christensen Michelle Feinstein Susan Theder Jared Card Liz Norman, SPHR, SHRM-SCP Samantha Russell #TopWorkplaces #USAToday #FinanceMarketing