FMG

FMG

Advertising Services

San Diego, CA 18,538 followers

Helping advisors grow their business through extraordinary marketing.

About us

From day one, we’ve been dedicated to helping financial advisors build their businesses, expand their influence, and strengthen relationships with customers. Our digital marketing tools and award-winning content are unparalleled in the industry. We currently provide over 40,000 advisors and insurance agents with websites, multimedia content, and the industry’s best communication tools. FMG Suite was born in San Diego, CA in 2011. We started with a handful of advisors and creative thinkers who dared to ask the question, “How can we make a remarkable difference for advisors?” Since then, our offerings have grown from websites to a sophisticated, automated “suite” that supports advisors’ success, day in and day out. Today, we are a hardworking, fun-loving team of experts from around the world, with experience encompassing finance, law, compliance, graphic design, web development – and nearly everything in between. We love putting our creative skills toward helping your business flourish.

Industry
Advertising Services
Company size
201-500 employees
Headquarters
San Diego, CA
Type
Privately Held
Founded
2011
Specialties
Automated Marketing, Financial Services Marketing, Websites, Digital Marketing, Social Media, Mobile App, Email Marketing, Video Newsletters, Financial Advisors, and Inbound Marketing

Locations

Employees at FMG

Updates

  • View organization page for FMG , graphic

    18,538 followers

    👀 Let’s talk first impressions 👀 Your onboarding process is your client’s first official experience working with you – make it a GREAT one! 🔴 This Wednesday at 10 AM PT/1 PM ET, Samantha Russell is sharing techniques to build trust with new clients. From powerful client surveys to CRM Management and more, she’ll help you make the most of your onboarding process. Join us for steps to easily improve your onboarding process – and make a great first impression. Register now! 👇👇 BONUS: Receive a comprehensive Client Onboarding Checklist when you register!  ✅ https://lnkd.in/gDVFZmAM

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  • View organization page for FMG , graphic

    18,538 followers

    📖 Have you read Joshua Brown’s book "You weren't supposed to see that" or Morgan Housel’s “Psychology of Money”? 📖 Not only are these books SUPER engaging – they’re also great examples of conversational writing. It’s often said that your content should be “understandable,” but how do you measure this? You should be writing at a 7th-9th grade level so clients can quickly scan and “get it.” So, here’s the TIP: Easily measure your writing level with the Flesch Kincaid score! Samantha Russell shows you how below. 👇👇 Keep people reading with this simple tip! Happy writing! ✍️ #Copywriting #CopywritingTips #WealthManagement

    View profile for Samantha Russell, graphic

    Chief Evangelist at FMG Suite | Marketing + Finance+ Tech | Investment News 40 Under 40 | WealthManagement.Com “10 to Watch” | ThinkAdvisor Luminary. Follow me for marketing strategies to grow your advisory firm 🚀

    A super EASY trick to make what you write 100x better. 🤯 When I learned about this tool - I was shocked that it had been sitting there under my nose for years without me ever knowing about it! Here's the thing - Most Americans tend to read at an 8th or 9th grade level. And when we are scanning messaging online, we read even faster, scan more often, and focus on only that which we understand. Yet most financial firms write like they are composing a college essay. 😴 ❌Our robust process integrates all elements of your holistic, comprehensive financial plan into one place ✅ Investments, tax planning, budgeting, insurance; clients tell us the thing they find most helpful about working with us is that that we play point on it all. ^Most people will read the first example and walk away unable to explain what your value is. Not the same case with the second. ⚡ The second is WAY better. Remember, you know your clients. You know how they speak. Use THEIR words. Write so that, without much effort, they will read it and "get it". ( 💡 Did you know that most magazines and newspapers write around a 7th-9th grade level?) If you want an easy way to see what "grade level" your writing is, you can check the Flesch Kincaid level of your writing. 🚨🚨ENTER—->The Flesch–Kincaid readability tests are standard tests designed to indicate how difficult text in English is to understand Here's how: --> Copy and paste the text into Word. --> Select the Home tab. --> Choose Editor, and then go to Document stats. --> A dialog box will appear letting you know Word is calculating your document stats. Choose OK. Also a shout out to my friend Joshua Brown on his new book "You weren't supposed to see that" -- HIGHLY recommend and such a compelling, engaging read that you won't want to put down. And shout out to my other friend Morgan Housel - no matter what you write - we all want to read it. The psychology of money is a great example of how to write in such a conversational, digest-able way where people just want to KEEP reading. Have you read anything of Morgan's or Josh's? Or Who are some of your favorite writers that make you just want to KEEP READING because their writing is so good? #copywriting #wealthmanagement #copywritingtips

  • View organization page for FMG , graphic

    18,538 followers

    📖 Website users spend an average of 5.59 seconds looking at written content on a site.* 🪝 Do you have a hook to keep your visitors reading for longer? 🔴 TOMORROW at 12 pm ET, Samantha Russell is going LIVE on LinkedIn 🔴 with Catina Koenig, CPWA® and Shawna Hurst of The Koenig Jones Group to share how they added personality to their website copy that keeps visitors engaged and reading. Their new website leads with a hook on the homepage and leaves visitors feeling like they’ve had a chat with a friend over coffee – who happens to give investment advice. Get their tips for sprinkling in personality so visitors can tell exactly what it would be like to work with you! Tune into the LinkedIn Live here! 👉👉 https://lnkd.in/g_H9vfG3 *Forbes Susan Theder Amy Galli Karissa Hinton Brad Davis #Copywriting #Websites #SEO

    View profile for Samantha Russell, graphic

    Chief Evangelist at FMG Suite | Marketing + Finance+ Tech | Investment News 40 Under 40 | WealthManagement.Com “10 to Watch” | ThinkAdvisor Luminary. Follow me for marketing strategies to grow your advisory firm 🚀

    ❓ If someone were to land on your website right now - do you think it is truly a good representation of what it will be like to work with you? Will visitors to your site walk away feeling like working with you will be a safe, comforting, stress-reducing experience? When they read it - does it easily showcase your firm's personality and warmth? 🚫 Or is your site a little too bland, buttoned-up and boring? I look at hundreds of advisor websites every month - and I'm here to tell you that most could use an update 😬 Next week on Tuesday, Oct 1st at 12 Noon, I'll be going Live on LinkedIn with Catina Koenig, CPWA® and Shawna Hurst of The Koenig Jones Group to lift the hood up and show you how they created their newly launched, amazingly-well done website. You'll see why their site leaves visitors walking away feeling calmer/like they just had a cup of coffee with a friend who happens to be amazing at financial planning and investments - and how you can use a similar approach to update your own site. 👇 Click on the event and then hit "Attend" - the day of the event just login to at LinkedIn at noon and you'll be reminded that we are LIVE and prompted to join us! ------ 🤔 Have a website, SEO, copywriting or any other marketing question you'd like me to answer when we are LIVE? Drop it below! 😎 #copywriting FMG Susan Theder Amy Galli Karissa Hinton Brad Davis #wealthmanagement

    How to Write an Advisor Website with Real Personality

    How to Write an Advisor Website with Real Personality

    www.linkedin.com

  • View organization page for FMG , graphic

    18,538 followers

    💪 Give your website extra oomph by writing with ✨ personality! ✨ Visitors go to your website to learn about YOU and what you can do for THEM! On Tuesday, October 1st at 12pm ET, Samantha Russell is going LIVE on LinkedIn with Catina Koenig, CPWA® and Shawna Hurst of The Koenig Jones Group to show you how they added personality to their amazing, fresh website. 👇 Drop your website marketing questions below and Samantha will answer them live! 👇 #Website #SEO #Copywriting

    View profile for Samantha Russell, graphic

    Chief Evangelist at FMG Suite | Marketing + Finance+ Tech | Investment News 40 Under 40 | WealthManagement.Com “10 to Watch” | ThinkAdvisor Luminary. Follow me for marketing strategies to grow your advisory firm 🚀

    ❓ If someone were to land on your website right now - do you think it is truly a good representation of what it will be like to work with you? Will visitors to your site walk away feeling like working with you will be a safe, comforting, stress-reducing experience? When they read it - does it easily showcase your firm's personality and warmth? 🚫 Or is your site a little too bland, buttoned-up and boring? I look at hundreds of advisor websites every month - and I'm here to tell you that most could use an update 😬 Next week on Tuesday, Oct 1st at 12 Noon, I'll be going Live on LinkedIn with Catina Koenig, CPWA® and Shawna Hurst of The Koenig Jones Group to lift the hood up and show you how they created their newly launched, amazingly-well done website. You'll see why their site leaves visitors walking away feeling calmer/like they just had a cup of coffee with a friend who happens to be amazing at financial planning and investments - and how you can use a similar approach to update your own site. 👇 Click on the event and then hit "Attend" - the day of the event just login to at LinkedIn at noon and you'll be reminded that we are LIVE and prompted to join us! ------ 🤔 Have a website, SEO, copywriting or any other marketing question you'd like me to answer when we are LIVE? Drop it below! 😎 #copywriting FMG Susan Theder Amy Galli Karissa Hinton Brad Davis #wealthmanagement

    How to Write an Advisor Website with Real Personality

    How to Write an Advisor Website with Real Personality

    www.linkedin.com

  • View organization page for FMG , graphic

    18,538 followers

    📣 Hear Bob Veres’ best kept secrets for organic growth! Are you struggling with organic growth? You're not the only one. An Ensemble Practice and BlackRock study found that organic growth was just 5.7% in 2023, with more than half of firms surveyed growing at 3% or less. Yes, you read that right – more than half of firms were growing at 3% or less. Bob Veres, Susan Theder, and Samantha Russell are sharing organic growth secrets in this live workshop! Join them to learn: 🎉 Event campaigns that spark new conversations 🧠 Clever ways to turn your clients into your best marketers 🌱 Fresh messaging techniques to reach your audience Register now! 👇

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  • View organization page for FMG , graphic

    18,538 followers

    Generate more leads through your website by providing visitors with compelling content. 99% of visitors are just checking you out. You want to collect their email so you can periodically send them content and stay top of mind. But how do you get the email? ✨ Compelling website content!! ✨ 🔎 Identify a pain point of your niche ⬇️ Create downloadable content 📧 Secure the email address ⏳ Periodically share relevant content In our live Ask Me Anything event, Samantha Russell and Susan Theder shared some examples of this type of content to generate leads with your website. Roll the clip! 🎥

  • View organization page for FMG , graphic

    18,538 followers

    Are you heading to #FutureProof2024 next week? Even if you aren’t, check out this quick networking tip from Samantha Russell 👇 🎤 Join us LIVE at Future Proof for even more insider tips: "Enhancing Communication to Retain and Attract Clients"  📍 Surf City Stage  🗓️ Monday, 9/16 at 12:40 pm See you there? Drop a 👋 in the comments! Samantha Russell Susan Theder Richard Hwang Amy Galli Sean Brown Adam Cox #Networking #FutureProof #ClientRetention #CommunicationSkills

  • View organization page for FMG , graphic

    18,538 followers

    I know it's only September but... have you thought about your October marketing content? ✅ Yes? Way to go, rockstar! ❌ No? We’ve got you! 👇 Join Samantha Russell and Susan Theder on September 12 at 11 AM PT/2 PM ET for a hands-on workshop to: 🗓 Develop a complete content calendar for October 💡 Learn pro tips for coming up with topics 🚀 Walk away with a ready-to-implement content marketing plan Space is limited, so reserve your spot now! https://lnkd.in/dssbJFQu #ContentPlanning #MarketingWorkshop

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  • View organization page for FMG , graphic

    18,538 followers

    📱💬 Wow! Over 1,995 advisors joined MyRepChat in August alone! 🚀 If you haven't checked out this game-changing tool yet, now's the perfect time! Don't miss out on the communication revolution. 🌟

    View organization page for MyRepChat, graphic

    234 followers

    📊 The numbers are in: 1,995+ financial advisors joined MyRepChat in August alone! 📈 🤔 Why the surge? MyRepChat offers: ✅ Seamless Compliance: Effortless texting within regulatory boundaries ✅ Efficiency Unleashed: Cutting-edge features that supercharge your workflow ✅ Insightful Oversight: Robust compliance tools and analytics at your fingertips ...all at an industry-leading cost! 💰 🚀 Our advisors are embracing the future of client engagement with business texting. Ready to elevate your practice? Don't let your peers get ahead. Sign up for MyRepChat today and enjoy the benefits of incorporating business texting into your strategy, compliantly! 💼📱 Click here to learn more: https://lnkd.in/guap8qQB #FinTech #AdvisorSuccess #MyRepChat #CompliantTexting

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Funding

FMG 2 total rounds

Last Round

Debt financing
See more info on crunchbase