FMG Suite

I’m hiring for my team! 😊 I’m looking for a People Team / HR Manager to join our team and help run the day-to-day heartbeat of our People function. We’re a fully remote team of 425+ with a culture we’ve built that’s people-first, fast-moving, and full of some genuinely incredible people! If you—or someone you know—thrives in a fast-paced, process-driven role and loves making an impact, I’d love to connect. Check us out @ FMG !! Check out the job here: https://lnkd.in/gbJnrwRC

Some people get this excited about winning awards. We get this excited about Saturday morning emails. (OK fine, both!) 😊 🎉 ☕ 🗞️ I think everyone can relate to the fact that AI is moving so fast, we all keep having these "Wait...it can do what???" moments. 😂 That’s why we’re launching a light, quick read, bi-weekly Saturday newsletter called: AI Simplified! 🗞️ It’s written by our brilliant Samantha Russell , the best person ever to cut through hype and give you advice you can actually use. Here's a tip from our first issue: How to update your LinkedIn profile to help AI engines find you! 👀 Here’s how: While AI engines don't have live access to LinkedIn, they do run web searches where your profile shows up—and the AI reads every word. The takeaway? Ditch the generic titles. 🚫 "Helping clients manage wealth." ✅ "Fee-only CFP in Denver serving tech executives." If you want to keep up on what's new in the world of AI for Financial Advisors and Enterprises that serve them, you should definitely sign up!!! Next issue drops 5/9! 👉 Sign up for AI Simplified at https://lnkd.in/ezA7YxyA Samantha Russell , Amy Galli , Suzanne Siracuse , Rita Robbins , Mark Casady , Dave Christensen , Michelle Feinstein , Matt Newman

When your CEO gives an interview this good, you share it. 🙌 🙌 🙌 🙌 Our CEO Dave Christensen sat down with one of the best journalists in our industry, Diana Britton , at Wealth Management , and no surprise....she didn't let him off easy. 😂 FMG has a serious team in place - Dave as CEO, Mark Casady as Executive Chairman, and GTCR LLC backing the vision, Samantha Russell inspiring everyone she meets, and our entire FMG team!!! (little side plug - check out this post as we just got USA Today's Top Workplace for the 4th straight year! https://lnkd.in/enV4-Qe4 ) And the vision is a big one: making the "impossible" possible for financial advisors who need to grow organically in a world where AI is rewriting what that even means. 💪 This interview lays out exactly how we're thinking about it, from FMG Connect and the partner ecosystem to personalization at scale, testimonials, and (EXCITING!) what our next wave of M&A looks like. We are in a race, and we intend to win it. 🏆 This is worth your time! ☕ Michelle Feinstein , Matt Newman , Suzanne Siracuse , Kate Healy , Stephen Langlois , Liz Fritz , Liz Norman, SPHR, SHRM-SCP Lori Zinaich , Karissa Hinton Amy Galli #AIMarketing #Organicgrowth #wealthmanagement https://lnkd.in/eBJ9YV9M

I asked Claude to recommend a financial advisor for someone with $5M+ in assets. It gave me just 4 names. All 4 had something 90% of advisors are completely ignoring right now. Here's what's happening: Your prospects are chatting with AI. ⌨️They're typing things like: 🔸"What should I look for in a financial advisor if I have $5M+ in assets?" 🔸”I have concentrated stock from an IPO - what questions should I ask an advisor I'm interviewing?" 🔸"Compare fee-only RIAs vs multi-family offices for my specific situation." And AI is giving them DIRECT recommendations. ⭐ ⭐ ⭐ The firms that are being recommended have 3 things in common: 1. They have recent evidence online (that AI can find) that backs up their expertise (think press, podcasts and articles) 2. Social proof from real clients who have used their service (think Testimonials and reviews). If you are reading this and have ZERO, check out FMG Testimonials - the best way to start getting them compliantly 3. They've structured their content so AI can: actually find them, understand what they do, and confidently recommend them. The firms that aren't showing up.... often don't even know they're invisible. 🔴 —> Want to see where YOU stand right now? Here's a prompt you can copy and paste into ChatGPT or Claude today: "I am a [describe your ideal client - e.g., business owner with $3M+ in investable assets] in [your city/state]. I'm looking for a financial advisor who specializes in [your niche - e.g., tax planning for executives, retirement planning for physicians]. Who would you recommend and why? " If you're not showing up and want to know what to do about it - 👇 Comment AI SEARCH and I'll send you the playbook.

The way advisors market is about to fundamentally change. And I'm not just saying that because it sounds good on LinkedIn. Our new CEO Dave Christensen just did his first big interview with Wealth Management magazine. And he dropped something I think every advisor needs to hear: When we first built the tool for advisors to post on social media, we watched the same thing happen over and over: They'd start writing a caption... Look at what they wrote... Delete it. Try again. Delete it again. And then just post a bare link with no caption at all. (Sound familiar?) Then we embedded AI that used best practices into the caption drafts — so instead of staring at a blank screen, advisors had a starting point they could edit. Usage went up 1,000% overnight. 🤯 That was the moment we realized: there are problems we had put on the shelf as "impossible" that AI was now making possible. Dave's whole vision for FMG is pulling those impossible things off the shelf — one by one. Here's what he shared in the interview: → We're moving up the funnel to help advisors with prospecting, not just nurturing → We just acquired Testimonial IQ, because testimonials are becoming critical for showing up in AI search results → We're building FMG Connect, a partner program so tools like AI notetakers can automatically turn great client moments into published testimonials (without the advisor lifting a finger) → We're working on AI-powered personalization so every email, text, and piece of content matches the advisor's voice AND the way each individual client prefers to receive information → And yes, we're planning more acquisitions (can't wait to share more!) The full interview goes deep on all of it. Our product roadmap, M&A strategy, and where the industry is heading. Read it from the link in the comments 👇 —— Now I'm curious: What's YOUR biggest AI marketing challenge right now? Drop your answer (letter) below 👇 A) I don't know where to start getting AI integrated into my systems B) I'm using AI but can't get it to sound like ME C) I need help showing up in AI search results (ChatGPT, Gemini, Perplexity) D) Compliance won't allow me to ask for testimonials