Advisors utilizing FMG report increased shopper retention, quicker lead conversion, and a mean of 4 hours saved weekly on advertising.
San Diego, CA — November 12, 2025 — A current impartial research carried out by a serious consulting observe discovered that enterprises utilizing FMG’s advertising platform achieved a mean return on funding (ROI) of 26x, whereas reporting Internet Promoter Scores (NPS) practically 4x increased than the business common. The research, primarily based on surveys of FMG clients—together with each particular person advisors and enterprise companies—quantified the affect of FMG’s know-how on advisor productiveness, advertising effectivity, and income progress.
Impartial Examine Highlights
In response to the survey, FMG clients achieved vital, measurable features:
- 26x whole ROI primarily based on common income per advisor, common prices, time saved, and income raise
- 4x increased buyer NPS than FMG’s peer set, reflecting distinctive buyer satisfaction and advocacy
- 6% improve in lead conversion charges
- 5-percentage-point improve in advisor income progress
- 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 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 prime problem, FMG’s automation and streamlined workflows have grow to be a key catalyst for natural progress.
“Enterprises immediately are centered on driving natural progress by empowering advisors to market regionally 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 permits companies to combine newly acquired companies quicker, information native execution, and take away the advertising bottlenecks that gradual 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 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 business’s largest companies. At the moment, greater than 80,000 advisors depend on FMG to speak with shoppers, reaching 45 million traders, or roughly one in 4 traders in the USA.
“FMG is quickly changing into the natural progress engine for the wealth administration business,” stated Susan Theder, Chief Advertising Officer of FMG. “The outcomes of this impartial 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. Reaching 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 shall be powered by AI. We’re getting into an period the place know-how can perceive an advisor’s voice, anticipate shopper wants, and ship customized engagement at scale, very like how Netflix curates what you like to look at. FMG is constructing that very same predictive, generative functionality for the advisor-client journey, making certain companies can drive measurable progress whereas preserving the authenticity and human connection that outline nice recommendation.”
About FMG
FMG is the main all-in-one advertising platform for monetary advisors, insurance coverage professionals, and enterprises, empowering them to scale compliant, client-centric advertising that drives natural progress. Trusted by greater than 80,000 advisors who collectively attain over 45 million traders, roughly one in 4 traders in the USA, FMG is persistently 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. Via 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 developments and implement advertising greatest practices, FMG continues to set the usual for digital advertising within the wealth administration business.