Levi Haight is a LPL Financial advisor and the Senior Wealth Advisor at Valiant Wealth Management in Grand Haven, Michigan. Here, we chat with him about his experience with FMG Suite – including a major account he landed because of his website.
How did you first learn about FMG Suite?
I first heard about FMG Suite at a Carson Wealth Management seminar. I was impressed with what I heard and saw, so I chose your tools for my marketing.
How have the FMG Suite tools helped with your marketing efforts?
It’s great to know that clients and prospects are looking at the materials and content on my website and through my social posts and email newsletter. I can see who it is and what they are looking at, and then I use this data to call those viewers and review some of the things that they read to see if they have questions.
Have you experienced any success using our tools?
Yes. For one, I get compliments about my website often. A CPA client of mine called and said that he used a tax form that he found on my website! My website has actually brought me a $3 million client. Most advisors in my area do not have a website and this new client told me that our website was one of the reasons he chose to work with my us.
Would you recommend FMG Suite to other advisors?
Yes and no. Yes, because FMG Suite is great. But I also don’t want to recommend it because I want the competitive advantage!
Levi isn’t the only advisor who has experienced success using FMG Suite. Check out our many other success stories here!
