Advisors utilizing FMG report increased shopper 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 research carried out by a significant consulting observe 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) almost 4x increased than the trade common. The research, primarily based on surveys of FMG prospects—together with each particular person advisors and enterprise companies—quantified the influence of FMG’s expertise on advisor productiveness, advertising and marketing effectivity, and income development.
Impartial Examine Highlights
In line with the survey, FMG prospects achieved important, measurable good points:
- 26x complete ROI primarily based 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 shopper 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 an alternative be spent deepening current shopper relationships and pursuing new enterprise. With many advisors citing time administration as a high problem, FMG’s automation and streamlined workflows have grow to be a key catalyst for natural development.
“Enterprises in the present day are targeted on driving natural development by empowering advisors to market regionally whereas sustaining model consistency and compliance,” mentioned Scott White, Chief Government Officer of FMG. “That’s the place FMG delivers distinctive worth. Our single platform permits companies to combine newly acquired companies quicker, information native execution, and take away the advertising and marketing bottlenecks that gradual scale. The truth that our prospects report NPS scores 4 instances increased than the trade common, and 26x ROI, underscores each the influence and the expertise FMG delivers. We’re not simply serving to companies 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 trade’s largest companies. Immediately, greater than 80,000 advisors depend on FMG to speak with purchasers, reaching 45 million traders, or roughly one in 4 traders in the USA.
“FMG is quickly turning into the natural development engine for the wealth administration trade,” mentioned Susan Theder, Chief Advertising Officer of FMG. “The outcomes of this unbiased research spotlight how FMG helps companies develop throughout each dimension: acquisition, retention, pockets share, and time effectivity. And it’s not simply the measurable ROI, it’s the expertise. Attaining 4 instances the NPS of friends speaks volumes concerning the belief we’ve earned and the partnerships we’ve constructed. The subsequent wave of this evolution can be powered by AI. We’re coming into an period the place expertise can perceive an advisor’s voice, anticipate shopper wants, and ship personalised engagement at scale, very similar to how Netflix curates what you like to observe. FMG is constructing that very same predictive, generative functionality for the advisor-client journey, guaranteeing companies 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 traders, roughly one in 4 traders 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 means of its intuitive, centralized platform, FMG permits customers to seamlessly handle web sites, e-mail, social media, texting, occasions, blogs, movies, and extra, all from one place. By serving to companies keep forward of evolving traits and implement advertising and marketing finest practices, FMG continues to set the usual for digital advertising and marketing within the wealth administration trade.
