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How an Advisor Landed a $2 Million Account Using FMG Suite

Marketing Successes, Social Media, Success Stories 0 Comments

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.

Darcie Harris, Vice President of Operations with Harris Financial Services, Inc., recently shared their success story with us. Read on to learn about how they gained a $2 million account thanks to their FMG Suite online presence.

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

Harris Financial Services Inc copyWhen we were looking to build our own website, a business consultant recommended a few solutions, emphasizing FMG Suite. After looking at a few different companies, I chose FMG Suite because I liked the clean look of their websites as opposed to other providers whose websites were over-packed, junky, and flashy.

How have the FMG Suite tools helped with your marketing efforts?

The Events feature within the website tool makes it easy to manage a client event. I really enjoy the automatic reminder feature. I always enjoy watching the Marketing Tip videos with Craig and Brandon. They’re informative and fun, and I appreciate that they’re short and to the point.

Have you experienced any successes using our tools?

A lot of prospects check out our website. Even if they’re a referral, they’ll visit our website to make sure we’re a legitimate firm. We’ve also had a client find us online. She stumbled upon our Facebook business page, which links to our website. After she had checked out our website, she called us and became a client with a $2 million account!

What do you like most about your FMG Suite website?

It saves us so much time. We don’t have to find or produce website content and submit it for a marketing regulatory review. FMG Suite is constantly creating new videos, articles, and presentations, which keeps our website up-to-date and compliant.

Would you recommend FMG to other advisors?

Yes! Choosing FMG Suite is a no brainer. Setting up and maintaining your website is incredibly easy. And if you need assistance, FMG Suite has a friendly Customer Service team that is very helpful.

Harris Financial Services isn’t the only FMG Suite user who has gained new client accounts and built their business using FMG Suite. Check out our many other success stories here!

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