FMG

FMG

Advertising Services

San Diego, CA 19,261 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.

Website
http://fmgsuite.com
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

    19,261 followers

    🌟 TODAY at 11AM PT/1 PM CT/2PM ET 🌟 Join Samantha Russell and Susan Theder as they unveil the 2025 Marketing Guide for Financial Advisors! Sign up here: https://lnkd.in/gGSxQmZc Even if you can’t attend live, sign up to get the full guide delivered to your Inbox afterward. The 2025 Guide provides step-by-step marketing tips covering: 1. Websites 2. Social Media 3. Client & Prospect Communications 4. Events 5. Video 👇 Comment on Sam’s post which of these 5 key areas listed above you currently find most challenging/ hardest to master --- they’ll spend the MOST time covering the area that is mentioned most often. Let’s dive in and elevate your lead-gen marketing game together! 💪 #FMG2025 #MarketingGuide #InboundMarketing #LeadGeneration #Innovation

    View profile for Samantha Russell, graphic

    Chief Evangelist at FMG Suite | Keynote Speaker | Marketing + Finance+ Tech | Investment News 40 Under 40 | ThinkAdvisor Luminary. Follow me for marketing strategies to grow your advisory firm 🚀

    Getting qualified inbound leads shouldn't be a mystery. It's a skill you can learn. But most people go about it all wrong. They try this tactic. Then that one. They don't see results. So they pivot and try something new. And the cycle starts all over again. This guide is NOT going to just list out trends for 2025 It's NOT going to tell you what marketing tactics to try It's NOT going to wax on about some marketing philosophy So what WILL it do? It will tell you exactly what you SHOULD do in 5 key areas: 1. Websites 2. Social Media 3. Client & Prospect Communications 4. Events 5. Video This isn’t just another marketing guide — it’s your competitive edge in a crowded market. On Wednesday, Dec 11th this week, Susan Theder and I will unveil the ✨ 2025 Marketing Guide for Financial Advisors✨ and give you more of the lowdown on the best tactics and strategies we cover in it. Do us a favor - Comment below with which of the 5 key areas listed above you currently find most challenging/ hardest to master --- and we'll spend the MOST time covering the area that is mentioned most often here. 🔴 Sign up to join us and get your copy of the guide: https://lnkd.in/eehfWgt4 (if you sign up, you'll automatically get the FULL GUIDE emailed to you later this week- so register anyways even if you can't make the live time!) I'll put some preview pictures of the guide in the comments below if you want to peep 👀

  • View organization page for FMG , graphic

    19,261 followers

    Get a front-row seat for the unveiling of FMG’s 2025 Marketing Guide! Join Samantha Russell and Susan Theder on 12/11 for our best marketing tips and predictions for the New Year  – with simple, actionable steps to make your marketing go further. 🚀 This guide is your step-by-step blueprint to: * Convert more prospects  * Drive more customer referrals * Improve your digital brand In a fast-paced digital world where 80% of prospects research advisors online 🤯 set yourself up for success in the New Year with the 2025 Guide! Save your spot 👉👉 https://lnkd.in/gGSxQmZc *Even if you can’t attend live, sign up and we’ll send a copy of the full 2025 Marketing Guide to your inbox!* 📧 Megan (Meg) Carpenter Suzanne Siracuse Marissa Fox-Foley Tina Powell Karissa Hinton Amy Galli #2025Predictions #MarketingTips #Communications

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  • View organization page for FMG , graphic

    19,261 followers

    Struggling to make the most of your LinkedIn? Try these 5 easy tips to grow your presence! ✍️ Craft a Unique Profile – Have a professional profile photo, unique headline, and a summary written in first person. 💭 Build Your Network – Take 5 minutes to scroll your calendar and connect with everyone you’ve had meetings with each week to grow your network. 🌟 Engage with Content – Follow the 80/20 rule: 80% of your posts should be likes, comments on others’ posts, and 20% should be organic posts on your own page. 📷 Make it Personal – Try sharing your insights on trending headlines or your own personal life updates: a personal photo goes a long way for engagement! 💪 Stay Consistent and Patient – Keep consistent and you’ll build a strong LinkedIn presence over time. 🔴 Ready to take your LinkedIn presence to the next level? Get advanced tips in our workshop TOMORROW! 🔴 Don't miss your chance to get personalized profile reviews, content critiques, and participate in a live Q&A to learn from Samantha Russell! Join the workshop here! https://lnkd.in/ggV7QPrS #LinkedInTips #Networking #LinkedInBeginnerTips #LinkedInAdvancedTips

    View organization page for FMG , graphic

    19,261 followers

    Did you know – the LinkedIn platform has more than 1 billion members worldwide – and 54% of those users in the U.S. have high incomes, earning over $100,000 per year. This is a HUGE network of prospective clients for advisors to tap into. 🤯 If you’re left wondering how you can effectively tap into this pool, you’re not the only one. Back by popular demand, Samantha Russell returns for an advanced LinkedIn Workshop! She is diving into advanced techniques, providing live profile and content reviews, and MORE in this workshop! Join this session and come away with proven strategies to grow your network, land more clients, and dominate the algorithm. Sign up now before spots fill up! 👉👉 https://lnkd.in/gCfPxtbz Susan Theder Amy Galli Karissa Hinton Elise L. Krista Zehder

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  • View organization page for FMG , graphic

    19,261 followers

    🦃 Who's ready for a marketing feast at #SchwabIMPACT? Stop by the FMG booth in San Francisco (Nov 19-21) for:  - Game-changing marketing tips  - Exclusive "Do It For Me" content samples  - The most appetizing swag at the conference HINT: If you're a dog lover who enjoys Thanksgiving, you won't want to miss this! 🐕🍗 #FinancialAdvisors #WealthManagement #SchwabIMPACT Samantha Russell Susan Theder Jesse Price Jason Lara Kendra Mathis Amy Galli Karissa Hinton

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  • View organization page for FMG , graphic

    19,261 followers

    Congratulations to all the nominees for the ThinkAdvisor Luminaries Awards this year! ThinkAdvisor's Luminaries Awards celebrate trailblazers redefining excellence in financial services, and the judging panel selected the winners from each category of outstanding finalists. Their selections will be recognized at the awards ceremony at the Fontainebleau Las Vegas on December 11.  #TALuminaries https://lnkd.in/gtAYyExR

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  • View organization page for FMG , graphic

    19,261 followers

    It seems like the fintech landscape changes weekly – stay in tune with the latest technology to power up your business! 🚀 Sign up for AdviceTech Live, a free virtual showcase of advisor technology on November 12 & 13, where you’ll see real time demos from some of the biggest players in fintech. 🌟 Join Samantha Russell on Day 1 as she pulls back the curtain on some of FMG's latest updates. 🌟 Don’t miss this opportunity for your fintech crash course! 👉👉 https://lnkd.in/gQwrVkcg #AdviceTechLive #Fintech #VirtualEvent

  • View organization page for FMG , graphic

    19,261 followers

    Did you know – the LinkedIn platform has more than 1 billion members worldwide – and 54% of those users in the U.S. have high incomes, earning over $100,000 per year. This is a HUGE network of prospective clients for advisors to tap into. 🤯 If you’re left wondering how you can effectively tap into this pool, you’re not the only one. Back by popular demand, Samantha Russell returns for an advanced LinkedIn Workshop! She is diving into advanced techniques, providing live profile and content reviews, and MORE in this workshop! Join this session and come away with proven strategies to grow your network, land more clients, and dominate the algorithm. Sign up now before spots fill up! 👉👉 https://lnkd.in/gCfPxtbz Susan Theder Amy Galli Karissa Hinton Elise L. Krista Zehder

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  • View organization page for FMG , graphic

    19,261 followers

    🚀 Ready to elevate your LinkedIn game? 📈 Follow these 5 foundational steps to get rolling on LinkedIn: 1. Craft a Compelling Profile 2. Build Your Network Thoughtfully 3. Engage with Content 4. Share Your Own Insights 5. Stay Consistent and Patient These simple steps will help you start building a powerful online presence, but why stop there? 🌟 Join our exclusive webinar TODAY at 11AM PT / 2 PM ET! 🌟 Samantha Russell will dive deeper into proven strategies that grew her network to >40K – that you can use too! Get ready to transform your LinkedIn profile into a client-attracting powerhouse! 💼 BONUS: Register (even if you can’t join live) and you will receive a LinkedIn checklist to help keep your efforts on track to grow. Save your spot now. 👇👇  #LinkedInSuccess #FinancialAdvisors #Webinar #NetworkingTips #SocialMedia https://lnkd.in/gaQzRaSz

    View organization page for FMG , graphic

    19,261 followers

    👀 If you’re seeing this message, you’re in the right place! 👀 LinkedIn currently has over 1 billion members worldwide, and 54% of those users in the U.S. have high incomes, earning over $100,000 per year. Andddd LinkedIn InMail messages have a 300% higher response rate than email! 🤯 But are you optimizing your LinkedIn to reach these potential clients?? If you’re ready to boost your LinkedIn presence, join Samantha Russell for a quick LinkedIn workshop on October 30th at 2pm ET! She will show you how she’s reached 40K (yes, 40K!) LinkedIn followers! Learn creative ways to: 💪 Make the LinkedIn algorithm work for you 👀 Write an eye-catching, informative profile 🤗 Share content that WOWs 🔴 Save your spot now! https://lnkd.in/gEqbbdzF Bonus: Everyone who registers (even if you can’t make it live) will receive our amazing LinkedIn Checklist for advisors - summarizing ALL the key points we cover in the workshop so you can post it next to your computer and easily implement the strategy going forward!

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  • View organization page for FMG , graphic

    19,261 followers

    Have you ever visited a website and felt it was just a copy/paste of every other site? You probably also immediately clicked off of it. Adding personality to your website means being authentic. Design elements – even down to the photos you use – help make your site feel more YOU. 🪴 The Koenig Jones group loves outdoor activities as much as advising, so they included gardening images throughout the site. Not only does the website copy read like them, but it also feels like them with the use of images that reflect their interests. Combine this with design elements that make the site more scannable and a contrasting-color call-to-action button, and you’ve got a winning website! https://lnkd.in/gRVScwnH #Website #Copywriting #WebsiteMarketing Shawna Hurst Catina Koenig, CPWA® Samantha Russell Susan Theder Karissa Hinton

  • View organization page for FMG , graphic

    19,261 followers

    If you had a crystal ball and could see the future, what do you think it would show to be the biggest marketing opportunities for advisors over the next year? Samantha Russell is sharing her 2025 predictions at Nitrogen’s Fearless Investing Summit. She’s also giving advice on which firms should capitalize on which marketing trends – and how to know if an opportunity is a good fit for your firm. Catch her at these three panels tomorrow and Thursday: ⭐ How to Leverage Your Tech Stack for a Better Client Experience (10/23: 10:20am | Grand Hall B) ⭐ Quick Wins: Transformative Marketing Strategies (10/24: 1:30pm | Main Stage) ⭐The Biggest Marketing Opportunities for 2025 – and how to start capitalizing on them today (10/24: 3:40pm | Grand Hall B) Plus, FMG will be at booth #208! Come say hi! 👋 #FearlessInvestingSummit #Conference #Marketing Susan Theder Richard Hwang Jason Lara Robin Reeve Jacqueline Lucente

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Funding

FMG 2 total rounds

Last Round

Debt financing
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