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By Amanda Romano Showcase

Advisor Website Showcase: WealthShield & Emerald IP

3 minute read

clint sorenson, cfa

 

Here at Twenty Over Ten, our clients make up who we are. Every couple of weeks we participate in a Q&A with our clients to showcase their practice, their new online presence and their overall experience with working with our team.

We recently had the pleasure of working with Clint Sorenson. Clint is a CFA®, CMT® and the managing partner of Emerald Investment Partners and WealthShield. Clint has long been dedicated to innovating and accelerating the investment landscape, thus he co-founded both Emerald IP and WealthShield practices.

Our team had the pleasure of working with Clint to design and develop both the Emerald IP and WealthShield websites. This is what Clint had to say about the outcome: “Our main objectives with the redesign initiative were simplicity and increased readability. We were focused on having an attractive design model that would increase our market presence and generate more interest from the public. So far, all of these aims have been achieved. We were pleasantly surprised with the speed of the results. We also really appreciated Twenty Over Ten’s staff schedule flexibility. Any time we had a question, they were consistently available for a quick call. Additionally, we appreciated the opportunity to be trained on the dashboard—it has allowed us to continuously modify the sites when needed.”

financial advisor website

“People love it. Every time a new client or advisor has looked at our websites, I receive emails noting their positive feedback. Through Twenty Over Ten’s blogging platform it has been very easy for us to keep our posts up to date on both websites and generate content in accordance with market trends and quarterly updates. As an advisor, before you consider building a new website and working with Twenty Over Ten I would recommend that you map out your site prior to starting. I also think it is helpful to research and provide examples at the start of the website formation process to ensure that the designers understand your ideal final product.”

emerald investment partners financial advisor website

 

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