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.
What We Will Create Together
Book a Consultation On-Site
Integrate a Calendly account or similar meeting scheduling software on the website, allowing the user to fill out a contact form and wait to hear back, rather than simply submitting a request for a consultation on the website.
SSL Certificate On-Site
SSL Certificates are small data files that digitally bind a cryptographic key to an organization’s details. When installed on a web server, it activates the padlock and the https protocol and allows secure connections from a web server to a browser. It lets the user know your site is secure. All of our websites have an SSL certificate.
Company News Blog & Resources
We encourage you to create post educational articles around topics and keywords your users are searching for as well as articles about the firm’s news/events on your blog or resources page. This repetitive action benefits Search Engine Optimization (SEO), helps answer questions your visitors may have, and keeps customers current with your activities.
If you would like us to create original content, we can give you a custom quote for this service.