Advisors utilizing FMG report increased consumer retention, quicker lead conversion, and a mean of 4 hours saved weekly on advertising and marketing.
San Diego, CA — November 12, 2025 — A current unbiased examine carried out by a significant consulting follow discovered that enterprises utilizing FMG’s advertising and marketing platform achieved a mean return on funding (ROI) of 26x, whereas reporting Web Promoter Scores (NPS) practically 4x increased than the business common. The examine, based mostly on surveys of FMG clients—together with each particular person advisors and enterprise corporations—quantified the affect of FMG’s expertise on advisor productiveness, advertising and marketing effectivity, and income development.
Unbiased Research Highlights
In accordance with the survey, FMG clients achieved vital, measurable positive factors:
- 26x complete ROI based mostly on common income per advisor, common prices, time saved, and income elevate
- 4x increased buyer NPS than FMG’s peer set, reflecting distinctive buyer satisfaction and advocacy
- 6% enhance in lead conversion charges
- 5-percentage-point enhance in advisor income development
- 2-percentage-point enchancment in consumer retention
- 4 hours saved weekly per advisor on marketing-related duties
Time Financial savings: A Key Driver of Natural Development
Advisors utilizing FMG save a mean of 4 hours per week on advertising and marketing actions—time that may as a substitute be spent deepening current consumer relationships and pursuing new enterprise. With many advisors citing time administration as a prime problem, FMG’s automation and streamlined workflows have turn out to be a key catalyst for natural development.
“Enterprises at the moment are targeted on driving natural development by empowering advisors to market domestically whereas sustaining model consistency and compliance,” stated Scott White, Chief Govt Officer of FMG. “That’s the place FMG delivers distinctive worth. Our single platform allows corporations to combine newly acquired companies quicker, information native execution, and take away the advertising and marketing bottlenecks that sluggish scale. The truth that our clients report NPS scores 4 instances increased than the business common, and 26x ROI, underscores each the affect and the expertise FMG delivers. We’re not simply serving to corporations develop; we’re serving to them develop higher.”
FMG’s Enterprise Development Reinforces Market Management
FMG’s enterprise enterprise has tripled from 2021 to 2025, underscoring accelerating demand from the wealth administration business’s largest corporations. At the moment, greater than 80,000 advisors depend on FMG to speak with purchasers, reaching 45 million buyers, or roughly one in 4 buyers in the USA.
“FMG is quickly changing into the natural development engine for the wealth administration business,” stated Susan Theder, Chief Advertising Officer of FMG. “The outcomes of this unbiased examine spotlight how FMG helps corporations develop throughout each dimension: acquisition, retention, pockets share, and time effectivity. And it’s not simply the measurable ROI, it’s the expertise. Reaching 4 instances the NPS of friends speaks volumes concerning the belief we’ve earned and the partnerships we’ve constructed. The following wave of this evolution will likely be powered by AI. We’re getting into an period the place expertise can perceive an advisor’s voice, anticipate consumer wants, and ship personalised engagement at scale, very similar to how Netflix curates what you like to look at. FMG is constructing that very same predictive, generative functionality for the advisor-client journey, guaranteeing corporations can drive measurable development whereas preserving the authenticity and human connection that outline nice recommendation.”
About FMG
FMG is the main all-in-one advertising and marketing platform for monetary advisors, insurance coverage professionals, and enterprises, empowering them to scale compliant, client-centric advertising and marketing that drives natural development. Trusted by greater than 80,000 advisors who collectively attain over 45 million buyers, roughly one in 4 buyers in the USA, FMG is constantly ranked #1 in market share and buyer satisfaction within the T3 Software program Survey Report and has been acknowledged by WealthManagement.com as Finest Advertising Automation Platform. By way of its intuitive, centralized platform, FMG allows customers to seamlessly handle web sites, e-mail, social media, texting, occasions, blogs, movies, and extra, all from one place. By serving to corporations keep forward of evolving tendencies and implement advertising and marketing greatest practices, FMG continues to set the usual for digital advertising and marketing within the wealth administration business.
