advisors

Your brand is what uniquely identifies you. You’re going to put this on your website, your logo, your social media, your golf shirts and your business cards! Make sure you get it right and consistently use it. You want to be recognizable and memorable, not blend in. Your website should too.

We do not. We believe it’s hard enough to stand out these days, so we build websites unique to you and your audience. A good website will be engaging, speak to your users, be informative and provide value, and manage expectations. We consult you through identifying your audience and how to optimize your website for best conversion.

We can certainly help with that! We do all the research and registration for you and make sure it represents you well and is easy to find. You will use your domain not only for your website, but your business email, connect it to Google Tools, social media and so much more!

Yes! It’s so important to be optimized for mobile devices because nearly 75% of financial services users will find you on their mobile device! This also means being represented with a Google Business Profile, which we can help you set up.

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We understand that you often need to be independent within 30 days and although we can certainly deliver, we want to make sure you’re set up for success. Our timeline depends on your ability to make quick decisions and provide us content and feedback in a reasonable timeframe. We can also stage your launch from a Coming Soon page to a fully developed site. However, keeping momentum and making sure your users get the information they need is important, as well as more content for SEO & AI optimization! We value transparency, so simply let us know your needs, and we’ll find a way to make it happen.

We will guide you through our proven Perfect Homepage framework and identify where we need content, how to write it for your specific audience, and how to optimize it for search engines. We also will run it through Compliance for you to ensure everything is accurate and on target. Creating content is actually one of the hardest tasks, so basically, we’ve got you covered from start to compliant.

We use WordPress CMS for all of our websites. We have a proven framework of a friendly theme and our licensed plugins to give you all the functionality you need to perform and grow. You will have complete access to your back-end and have ownership and control of edits and additions.

Absolutely! You should capture leads on your website and this is a great way to do it! If you don’t have a CRM or email marketing, or perhaps don’t know the difference, we’ll help you to ensure you can manage your leads and prospects properly for ongoing marketing.

We will work with financial advisor compliance for content, as well as ensuring proper disclosures as needed. In addition, there are other compliance factors to consider for websites such as Accessibility, Cookies & Privacy, & Copyright materials. We want to make sure nobody gets in “trouble” – so you can rest easy.

Although this takes an ongoing effort, there are many things foundationally to implement:

• On-Page SEO
• Optimized Titles & URLs
• Meta Descriptions
• Image Optimization
• Sitemap Submission
• SSL Security
• Page speed & Performance
• Social previews
• Optimized Copy
• Mobile optimization
• Google Analytics & Search Console, Google Business Profile
• Ongoing Content Strategy

With WordPress, you can literally add anything. Common integrations include:

• Calendar for Scheduling
• Customer Relationship Management (CRM)
• Email Marketing
• Social Sharing & Feeds
• Resources & Downloads
• Lead Capture
• Popups
• Financial Calculators
• and more!

We offer dedicated hosting for our clients only – making it easy, secure, and high performing. We give you access on the server to your account. If you want to go it alone, no problem – we will guide you with our preferred partners because where you host your site affects your uptime.

This is a MUST for every website. You can add prospects to your newsletter, offer freebies & downloads, complete intake forms, sign up for webinars, or include a simple contact form. But it’s up to you to follow up with them, it’s our job to make sure they’re captured.

Absolutely! We want to empower you to have control, add your own blogs, change out photos and more. Our team will train you or a staff member to manage your site easily with our drag-n-drop page builder. You shouldn’t have to wait for us to change a misspelling let alone pay for it! If you need us, we’ve got you, otherwise, we think you’ll enjoy it.

Of course. We want to have long-lasting relationships with our clients and are here as you grow. Our WordPress foundation will set you up for the long-term – not only with a classic, professional design, but with all the tools you need to make your website be a conversion powerhouse.

As much as you want to learn, we’ll show you. Some of you are more hands on and tech savvy, while others are a bit more intimidated. We’ll meet you where you’re at and train you on simple tasks such as editing text, changing photos, finding form entries, viewing analytics, etc. We want your site to be a one-stop place for you to manage.

We cannot stress the importance of this. We hold nothing hostage and give you full control of your assets. You should always own or have access to:

• Your domain and DNS management
• Your host server and files
• Form entries
• Downloads
• Licenses
• Copyrighted images and content
• Third-Party integrations

Our processes are proprietary, but your control should not be.

Because you will own your assets, ongoing costs include your domain and host, third-party integrations, and licenses, which can vary from $50/mo to $200/mo. If you wish to use our support to add more pages or need additional design support, we can quote you additional services.

As you should! Yes, each page will be optimized for sharing on social media platforms and should be an integral part of your marketing – from your business cards to your email signature and all social media profiles – you will want to highlight your website EVERYWHERE! Remember, it’s how you capture leads…so share, share away!