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FMG: FMG Suite | Marketing & Websites for Financial Advisors

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Advisors using FMG report higher client retention, faster lead conversion, and an average of four hours saved weekly on marketing.

San Diego, CA — November 12, 2025 — A recent independent study conducted by a major consulting practice found that enterprises using FMG’s marketing platform achieved an average return on investment (ROI) of 26x, while reporting ...


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Firm executes Leaders Strategy partnership with former LPL Financial CEO Mark Casady, who joins company as Executive Chairman

Chicago, IL, September 10, 2025 – GTCR, a leading private equity firm, announced today that it has closed the previously announced acquisition of FMG Suite (“FMG” or “the Company”), a leading provider of advisor-led m...


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