It’s not uncommon for us to receive amazing feedback from our clients, many of whom share incredible success stories. From building an influential online presence to gaining new clients to landing million dollar accounts, financial advisors using our marketing automation platform see results from day one.

Trudy Langston is a tax consultant and financial advisor with HD Vest, and the founder of Savvy Tax Chick. She recently worked with us to launch her Exclusive website and she was so impressed and pleased with the process that she shared her experience with us.

How did you first learn about FMG Suite and how did you decide to choose FMG Suite for your website and digital marketing?

I learned about FMG Suite from HD Vest when I was searching for a website and marketing provider. I loved the fact that there was a compliance tie-in. It makes submitting content so easy.

How was the experience building your site?

It was a very simple and great experience. My Customer Success Coordinator listened to my needs and created the design I was looking for: a website that wasn’t cold or too corporate looking.

What do you like most about your website?

The site is so easy to navigate. Visitors can easily locate the Resource Center to read and watch the articles and videos. I particularly love my homepage. It looks professional but is still friendly and inviting. I have received a lot of compliments from people who see my site.

Have you received any positive feedback from clients or prospects?  

I have received so many compliments from family, friends, and new clients. Between my new FMG Suite website and Yelp page I have acquired 50 new tax clients just this year!

Would you recommend FMG to other advisors?

Absolutely. I loved how easy it was to work with FMG Suite and my website looks great. Most importantly, FMG Suite does all the work by adding new content to my site every month without me having to worry about compliance.

Check out Trudy’s FMG Suite website here:

Learn more about our Exclusive website process and how you can work with our creative team to launch a beautiful website.

Trudy isn’t the only advisor who has experienced success using FMG Suite. Check out our many other success stories here!