FMG Appoints Matt Newman as Chief Revenue Officer to Accelerate Growth in Insurance Sector

FMG has strategically appointed Matt Newman as the Chief Revenue Officer to spearhead efforts in accelerating growth within the wealth management and insurance sectors. Newman will direct Sales, Customer Success, and Revenue Operations, focusing on harmonizing FMG’s revenue mechanisms from initial customer interaction through sustained growth phases. This appointment is timely as companies aim to consolidate vendors, reduce the proliferation of discrete solutions, and enforce integrated, compliant systems amidst rapid advancements in artificial intelligence. AI and Enterprise Growth Operating under two primary brands—FMG for wealth management and Agency Revolution for insurance—FMG seeks to leverage AI’s transformative impact on client-advisor interactions and advisor growth. Enterprise-level firms are increasingly prioritizing the adoption of secure and centralized platforms to achieve scalable and sustainable organic growth. According to CEO Dave Christensen, FMG is at a significant juncture, enhancing its capacity to support enterprise organic growth. Christensen emphasized that fortifying the company’s execution across the entire revenue system is essential for scaling growth effectively. Leadership with a Vision Newman brings over three decades of international experience in expanding and transforming service and fintech firms. He previously held the position of Chief Revenue Officer at Hearsay, guiding the company through its acquisition by Yext in 2024. His background also includes leadership roles at Institutional Shareholder Services and a 17-year tenure at RiskMetrics, where he led product, customer success, and sales initiatives. FMG stated that Newman’s extensive experience equips the firm to strengthen connections with mid-to-large registered investment advisors, wirehouses, banks, insurance agencies, as well as regional and enterprise broker-dealers. Driving AI-Driven Growth Supported by private equity firm GTCR, FMG is channeling investments into AI platform capabilities and operational systems aimed at unifying workflows and fostering compliant, recurring growth. As AI increasingly influences search dynamics, FMG emphasizes the importance of trust signals, relevance, and sustained engagement to maintain discoverability. Originally established as a comprehensive marketing platform for financial advisors and insurance professionals, FMG currently supports over 80,000 advisors who collectively engage more than 45 million investors across the United States. FMG has consistently been recognized for its market share leadership and customer satisfaction, as evidenced in the T3 Software Survey Report and accolades from WealthManagement.com. Key Quotes “FMG has reached an important inflection point as a platform powering organic growth for enterprises and their advisors and agents. As we look to our next phase, having the right systems and alignment in place is critical to sustaining growth at scale. Matt’s role strengthens execution across the entire revenue system, building on an already strong foundation across the company." - Dave Christensen, CEO of FMG “I’m excited to join FMG at a moment when enterprise firms are under pressure to deliver measurable organic growth with fewer vendors and a more connected operating model. AI is raising expectations for relevance, personalization, and speed, while security and compliance requirements remain high." - Matt Newman, Chief Revenue Officer, FMG