Our goal is to avoid cold, impersonal websites that don’t connect with potential clients. To achieve this goal, we follow the basic guidelines set forth by Michael Kitces in these articles:
- How The Best Financial Advisor Websites Turn Visitors Into Prospects And Clients
- Financial Advisor Website Design Checklist
Canvas: Build a simple layout for your audience to make navigation intuitive.
Content: Write website copy that avoids jargon and connects your value proposition with the client’s goals.
Color: Use warm, inviting colors that allow for content and image to be easily digested.
Culture: Showcase images, videos, philosophy, company story, services, and news to build trust.