SAN DIEGO, CALIF., March 15, 2024 –  FMG, an industry-leading SaaS company specializing in marketing software and services for financial advisors and insurance agents, announced that it has been named “Best Overall FinTech Software” in the eighth annual FinTech Breakthrough Awards. The program is conducted by FinTech Breakthrough, an independent market intelligence organization that recognizes the top companies, technologies, and products in the global FinTech market today. Built for financial professionals, FMG provides websites, email and social media tools, multimedia content, and more ..read more

SAN DIEGO, Calif., March 7, 2024 – Idea Decanter, a video marketing agency that helps financial advisors write, record, produce, and market unique, custom-created videos, today announced a partnership with FMG to bring custom videos to the website platform.  FMG is the industry’s leading financial advisor website provider and recently launched a new Premium Website offering that provides advisors with enhanced customization options and design support. Through the partnership, Idea Decanter will now enable FMG’s customers to record videos in the comfort of their office that work perfectly ..read more

SAN DIEGO, Calif., Feb 21, 2024 –  FMG, an industry-leading SaaS company specializing in marketing software and services for financial advisors and insurance agents, has been recognized as a Practice Management Solutions Provider of the Year by Wealth Solutions Report’s (WSR) Wealth Exemplar Awards.  Identifying industry members, from the largest firm to the singular executive, the Wealth Exemplar Awards celebrate excellence in financial services. FMG was selected as one of the winning firms for its all-in-one marketing platform.   “To have FMG included by WSR as a Top Solu ..read more

SAN DIEGO, Calif., Jan 23, 2024 –  FMG, an industry-leading SaaS company specializing in marketing software and services for financial advisors and insurance agents, has once again been recognized as one of the best mid-size companies to work in San Diego County by The San Diego Union-Tribune for the second year in a row. Top Workplaces identifies organizations from across the country dedicated to a people-first culture. Winners of The San Diego Union-Tribune’s Top Workplaces Award are determined by a researched-backed 24-question survey designed to measure employee satisfaction. For ..read more

SAN DIEGO, Calif., May 16, 2023 – FMG Suite, a leading SaaS company specializing in marketing content, automation, and websites for financial advisors, today announced that it has achieved 400% growth of its enterprise business relationships since 2021. This growth is a result of FMG’s investment in people and technology dedicated to the enterprise business, coupled with new product offerings and the expansion of its position as a respected industry thought leader. “We were in search of an all-encompassing marketing solution that met our advisors’ needs and streamlined our compliance processes ..read more

SAN DIEGO, Calif., March 7, 2023 – FMG Suite, a SaaS company specializing in marketing software and services for financial advisors, today announced the launch of a new AI-powered content personalization engine for social media content. This game-changing technology is a product of a powerful combination of two AI platforms: the Vestorly AI-powered content curation and compliance platform acquired by FMG in 2022 and OpenAI GPT. Together, these platforms allow FMG to provide compliant, one-click personalization of its content, starting with social media posts and expanding to emails, blog posts ..read more

SAN DIEGO, Nov. 21, 2022 – FMG, an industry-leading SaaS company specializing in marketing software and services for financial advisors and insurance agents, has been recognized as one of the top mid-size workplaces in the United States by Top Workplaces. Top Workplaces strives to identify organizations from across the country dedicated to a people-first culture and connect them with established media partners. Like the regional Top Workplace award, winners of Top Workplaces USA 2023 were determined by a researched-backed 24-question survey designed to measure employee engagement and satisfact ..read more

Getting to know an advisor or firm is the first step to establishing trust. If you don’t know an advisor very well, you’re not very likely to confide in them or trust them with your finances. That’s why a financial advisor’s bio is of the utmost importance. It’s a window that shows clients who you are, what you do, and why you do it. The bio is found on the “About Me or About Us” page of your website. Keep note of this as it’s one of the most crucial and most visited pages on any financial advisor’s site according to HubSpot, especially when optimizing. Why Is a Bio Important to Fina ..read more

FMG, an industry-leading SaaS company specializing in marketing software and services for financial advisors and insurance agents, was recognized as one of the best mid-size companies to work in San Diego County by The San Diego Union-Tribune. Top Workplaces strives to identify organizations from across the country dedicated to a people-first culture and connect them with established media partners. Winners of The San Diego Union-Tribune’s Top Workplaces Award were determined by a researched-backed 24-question survey designed to measure employee engagement and satisfaction. Amongst the 3,622 S ..read more

In our monthly “Ask the Experts” webinar, Samantha Russell, our Chief Evangelist and Susan Theder, our Chief Marketing Officer, answer all your marketing questions live! You can submit questions in advance or during the event. You’ll get answers to your questions as well as those on the minds of your peers and walk away with a handful of really actionable tips! In this month’s episode, we covered some great topics such as:  What is the best way to take pictures for your About Us page? If you serve multiple niches, what’s the best way to communicate that on your homepage? What are so ..read more