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FMG Strengthens Leadership with New Board Appointments

FMG, recognized as the trusted marketing automation platform by over 80,000 financial professionals, has announced significant changes to its Board of Directors. With over 45 million U.S. investors benefiting from their services, FMG is positioning itself for continued growth in an ever-evolving market.

The recent appointments include three independent directors and one board observer, enhancing the board’s expertise across various sectors, including finance, insurance, enterprise technology, and AI. The new members are:

• - John Carter - Former President and COO of Nationwide Financial, bringing decades of experience in helping large financial organizations grow and succeed.
• - Janet Malzone - The former CEO of Grant Thornton LLP, has a wealth of experience in professional services and governance, recognized for her leadership in the industry.
• - Deanna Mulligan - Currently the CEO of Ceres Life Insurance and former CEO of The Guardian Life Insurance Company, she has a proven track record in digital transformation and product strategy within the insurance space.
• - Steve Sloan - Serving as VP of AWS Marketing at Amazon, he offers a strong technology perspective, particularly in AI-driven marketing solutions.

Mark Casady, Executive Chairman of FMG and former Chairman and CEO of LPL Financial, emphasized that these appointments align strategically with the company’s growth trajectory. “FMG is undertaking an increasingly significant role in the financial market. Our clients are seeking technology that not only meets compliance requirements but also enhances their communication and marketing efforts,” he noted.

The new board members’ expertise will aid FMG in navigating the complexities of scaling its services effectively. Under GTCR’s ownership, FMG has made substantial strides in expanding its reach, including the acquisition of Testimonial iQ and the formation of a robust executive leadership team.

“GTCR recognizes the potential for FMG to lead organic growth in the financial services sector. This board brings a unique combination of financial acumen and technological insight that is crucial for our planned expansion,” stated Michael Hollander, Managing Director at GTCR.

Each of the new directors has a rich history of working in esteemed financial and technology firms, ensuring that FMG is guided by leadership with relevant insights into market demands. For instance, John Carter completed a successful 40-year career in financial services, while Janet Malzone has been influential in overseeing public accounting for a myriad of firms. Their combined vision and experience signify a robust strategy for FMG in the evolving financial ecosystem.

Dave Christensen, CEO and Founder of FMG, remarked, “I launched FMG because I believed financial advisors deserved enhanced tools for growth. Our board’s experience enables us to accelerate our efforts to serve both individual and large enterprises effectively.”

FMG’s dedication to marketing innovation has consistently positioned it as a leader within the industry. The platform not only surpasses its competitors in market share but has also been recognized by WealthManagement.com as the best marketing automation platform available. An independent study illustrates that FMG users report Net Promoter Scores almost four times greater than the industry average, reflecting its effectiveness in lead conversion and client retention.

As FMG embarks on this new chapter, stakeholders can expect a heightened standard of service, guided by an esteemed board dedicated to navigating the challenges and opportunities that lie ahead in the financial technologies landscape. Their commitment to compliance and technology will prove essential in meeting the evolving needs of financial professionals across the sector.

For more information about FMG and its innovative marketing solutions, visit fmgsuite.com.