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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 ...
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...
