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Latest FMEX News & Updates

Stay up-to-date on FMEX platform enhancements, industry news, and advisor success stories.

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Practice Management

Client Background Chart - The Connected Advisor Seminar Series

Thank you for joining us for The Redtail Practice Management Series: Streamline Client Communications with Technology delivered by Maureen Wilke with The CONNECTED Advisor and sponsored by FMeX. The webinar provided the steps to systemize and tailor client communications for an entire year and Maureen shared several 12-month client communication calendars, along with this Top Client Background Chart template.
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Press Releases

Financial Media Exchange to introduce Audible to its Sales Enablement Platform

Financial Media Exchange (“FMeX”), the world’s largest content library built exclusively for the financial services industry, announced today that it will be working with Audible, the world’s largest seller and producer of downloadable audiobooks and other spoken-word entertainment, and an Amazon subsidiary – to provide financial advisors with the most relevant insights from today’s leading business authors.
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Social Media Product Info

What is your Content Cadence?

Financial Media Exchange (“FMeX”) is the world’s largest content library built exclusively for the financial services industry. Our single mission is to help financial professionals provide personalized marketing content to their clients in order to enhance those relationships and increase sales.
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Whitepapers

Attitudes and Trends In Working With Multiple Generations Within One Family

People know planning is important – but right now they’re not taking action. Consumers want to get an estate plan in place so their gone. When asked, more than 85% of parents and children said it was “very or extremely” important to communicate their decisions and wishes to their loved ones.
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  • Testimonials

Advisors Nationwide Trust FMEX

FMeX filled a critical gap for our 30+ advisors with its intuitive platform, rich content library, and seamless branding. It’s really three tools in one—email, social feeds, and a financial resource library—making it our go-to portal every day. The support team is responsive, and the value for the cost is outstanding.

James Simos, CFP®
Managing Principal, Infinity Financial Services

FMeX has been invaluable in helping me consistently deliver professional, compliance-approved content for my blog and social media. It saves me countless hours, improves SEO, and builds trust with clients and prospects. I couldn’t be happier with the product.

John Engler, CFP®, ChFC, AIF®, CRPS®
Engler, Garrow & Roth, Ltd.

As a small advisory firm, creating fresh content was overwhelming until we discovered FMeX. Now, it’s our first stop for relevant, timely articles and posts. Their team listens, improves continuously, and makes content marketing simple and effective.

Doug McDaniel, CPA, CFP®
McDaniel & Register, Inc.

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