facebook twitter instagram linkedin youtube thumbs-up thumbs-down

Subscribe &
Stay Connected

Join our newsletter to get useful tips and valuable resources delivered to your inbox monthly!

By Blair Kelly Outreach

2021 Website Launch Checklist: 5 Items to Double-Check Before Going Live

22 minute read
2021 Website Launch Checklist: 5 Items to Double-Check Before Going Live Featured Image

You have gone through the process of redesigning your advisor website, and the day has finally come to launch your new site. You are excited and nervous at the same time, so you want to be prepared before you take it live. Fear not! To make sure that your website launch goes off without a hitch in 2021, we have 5 things that you should double-check before going live.

5 Things to Check Before You Launch

The below items can put your mind at ease before your website is live for everyone to see! If you follow these steps, then everything should go off without a hitch and your beautiful, compliant website can start generating leads and gaining clients.


Content is king, so we just had to put this part first. If you are creating killer content though, you need to be sure that it’s not only informative but that it is free of mistakes. You need to make sure that you are a trusted resource in the industry, and if there are issues with the content on your website, that will obviously not make a good first impression!

1. Check for grammatical errors

Let’s say you were to visit an advisor website, the logo is great, the images draw you in and it seems as though this website has it all together! However, once you start reading, you notice poor grammar and confusing wording. Your opinion will probably change very quickly and you most likely will look for another firm!

You generally have 10-20 seconds to draw in your visitors before they leave, so why make that short window even quicker with poor grammar?

2.make sure all your links are working

Just like with the grammar above, if you have links on your website that do not work, that will cause a higher bounce rate. You don’t want your visitors to click on them and get a 404 or error page.

Be sure that you regularly do audits and scan for broken pages and links on a regular basis. Both internal and external links on your website can have issues, so be sure that you are checking both of them! Just because something links internally to just another page on your website doesn’t mean that it doesn’t have the potential for error, as well.

3.navigation should be easy to use
If a website is hard to navigate, then that is just another thing that will scare away potential clients! Nobody wants to navigate through clunky architecture, but rather have a smooth transition that makes pages easy to find. If there’s is a smooth transition, then your website’s user experience will increase, additionally, so will your SEO rankings.

We suggest no more than 15 pages total in order to keep your website simple. Even if you do have more than that, the architecture of your site should be set so that any page can be reached in 3-4 clicks max.

4.don’t forget your footer and adv forms

What is an ADV form? It is the form used by investment advisers to register with both the Securities and Exchange Commission (SEC) and state securities authorities, and there are two parts to it.

Potential clients should always review a firm’s Form ADV before they begin to work with the firm. These must be updated annually, even if the website isn’t, so you know that they are up to date. As you can see below, Twenty Over Ten client, Principia Wealth Advisory, LLC has included a footer with their address plus a link where visitors are taken to the ADV Forms.

Principal Wealth Advisory

5.check your blogs

Adding a blog to your advisor website is one thing but making sure that you are maintaining it regularly with interesting and informative content is even more important. You need to position yourself as a thought leader in the industry. This is a great way to make yourself stand out among your competitors. If a visitor found the answers to your questions on their site, then they are more likely to pass this information along to other potential clients. Because of all of this, blogging is the perfect platform to build trust with prospects, develop yourself in the industry, drive traffic, increase SEO rankings and many other benefits.

Lago Wealth Blog

Twenty Over Ten client, Lago Wealth Management, consistently posts to their blog section as it’s important to do this regularly and provide useful content to your followers.

Content Assist
Blogging and content marketing has become such a huge part of your digital marketing efforts, Content Assist is the answer to making this as simple as possible for advisors to publish unique blog posts that are tailored to their voice and also help them to stand out in their niche.

Content Assist

Lead Pilot
Advisors can also utilize Lead Pilot, which is the industry’s first-ever AI-powered all-in-one solution for content creation and distribution. By using this tool, advisors are able to launch robust content campaigns from a streamlined, easy-to-use dashboard. Team members can collaborate and share content pieces, upload original content, and customize content from the media library. It not only includes blogs but also video and infographic content. Once it is added, the content can be easily scheduled to be sent out via email or social media with branded landing pages.

Lead Pilot


Communication is key. If there is a breakdown in this, then obviously things will get lost in the mix and you won’t get the point across to your clients that you want to convey. Make sure you double-check the below items.

1. make sure your forms are working correctly

If visitors are trying to reach you, then ensure that your forms are working! If they aren’t then how can they contact you? This is another part of auditing your site just to make sure everything is in peak condition. You don’t want to miss opportunities because of a slip-up that could be easily fixed.

2.is your contact information easy to find?

If a visitor can’t find out how to contact you, then how can you chat with potential leads? This is a simple remedy though, just be sure that your information is easy to spot, so as soon as a question comes to mind, they can ask you. Most sites have a “Contact” button on the top right of the homepage that will lead you immediately to that part of your website.

Some important things to include on your contact page are:

  1. A Google Map
  2. Address
  3. Phone Number
  4. Directions
  5. A Contact Form and Email Address (It’s important to include multiple communication options)

The below are a few additional options to liven up your contact page a bit more.

  1. Video
  2. Photos
  3. A Call-to-Action

Aegis Wealth Contact page

Twenty Over Ten client, Aegis Wealth’s contact page has multiple ways to get in touch, with a phone number, contact form, email address, fax number, CTA and address. Additionally, they have included a Google Map with email and LinkedIn icons in the footer of the page.

3.include links to social media

Social media is a great way to “network” with a different crowd! Many leads are generated due to social media, which is why you need to include these links on your website! Most companies have Twitter, Facebook and LinkedIn, but it is not limited to that.

When you include these, it’s also a great way to improve your link building, makes you more visible and in turn, it will boost your SEO. When you mention all of that, it seems like a no-brainer to include links on your site, so don’t forget them.

4. Call-to-action (Cta) Buttons are key

A call-to-action is such an important part of your website and you MUST give your visitors another step to take. You need to make sure this is always a part of your digital marketing strategy.  The examples below are seen on many websites, and they are great ways to make the next step.

  1. Sign up for a newsletter
  2. Schedule a meeting
  3. Download a white paper
  4. Sign up for an event
  5. View a video

If you don’t have them, then it just doesn’t give your visitors anywhere to go. It is a dead-end and a huge missed opportunity.

Storybook Financial does a great job with their call-to-action buttons in order to help draw in visitors with buttons, such as, “Uncover Your Next Chapter.
Storybook Financial CTA


These are a part of an additive color system, which means that you add the primary colors together using a multitude of combinations and by doing that, you can create a much wider range of colors.

1.integrate with google analytics

Google Analytics works by tracking tags, which are small pieces of code that are embedded in your website. So, when a user lands on your website, this code becomes active and starts collecting data about how the visitor interacts on your website. Google can then take this data and display it in easy to read charts for you (we love data!) It will allow you to see what is working on your site, the demographics of your site visitors and much much more.

What are some of the things that Google Analytics can tell you about your website?

  • How much traffic is coming to your website?
  • Where your traffic is coming from?
  • What are visitors are doing once they are on the site?
  • Which blog posts are the most popular?
  • Where are your site visitors located?
  • Google Analytics


2.set up google search console

Google Search Console is a free tool that helps visitors to discover a lot of information about your website. You can use it to find out things such as, which keyword searches caused your site to appear in search results drive more traffic to your site. It can also show what sites are linking to your website, how the mobile version of your site is performing and make sure that Google can crawl your website!


Security is everything in finance! When you work with a client, they are entrusting you with their money and future. In order to gain the trust right from the start though, it has to start with the website!

1. Is your SSL certificate turned on?

What is an SSL Certificate and what does it stand for? It stands for Secure Sockets Layer. This is one of the most important parts of a secure internet and a safe method that allows for the encryption of data when being transferred over a server.

When someone clicks on your site’s webpage, they want to be able to trust that none of their information will be stolen or used without their consent. SSL certificates help to protect the transfer of sensitive information such as credit card numbers, passwords and usernames, consumer information and more. Also, having an SSL certificate can also protect your own website from scammers.

There are 4 main benefits when it comes to using SSL Certificates:

  1. Authentication – Ensures the servers we are talking to are who they claim to be.
  2. Data Integrity – Makes sure the data is not modified in transit between your client and the servers
  3. Encryption – Protects the actual communication from eavesdroppers so that they cannot tell what the communication is about
  4. SEO Ranking – Google now provides a slight ranking boost to websites using HTTPS.
    Enabling SSL


We can’t express how important it is to make sure your SEO is good-to-go on your website. We specialize in that and work with advisors to increase it. In addition to ensuring that your blogs are continuously updated with strong content, you have links to your social media pages and the more obvious points, don’t forget about the ones that don’t stand out quite as much below! 

1. remember to add your title tags

Title tags appear at the top of the browser that you are using, and they are extremely important for your SEO. If you include these tags and customize them, it not only helps your visitors to find out more about you, it always helps Google crawl your site.

The title tag of a web page is meant to be an accurate and concise description of a page’s content.  From an SEO perspective, title tags should be formatted as such: Primary Keyword – Secondary Keyword | Brand Name. You can see where the firm is located, a keyword that describes the advisor or firm and the name of the business. In the example below, “Hendersonville, TN |  Financial Advisor | Collier Wealth is the title tag.

Collier Wealth

When it comes to title tags, Google displays the first 50-60 characters of a title tag, so you want to keep it under that number to ensure they all show up.

2.meta descriptions are necessary

In the simplest terms, meta descriptions explain to search engines and searchers what your website is about. If you don’t include compelling metadata descriptions, then you will probably not be getting the clicks from visitors that you need.

Voyager Capital

Twenty Over Ten client, Voyager Capital Management, LLC has included meta descriptions that convey their services succinctly to readers, which allows them to decide if they want to continue reading to find out more.  As you can see, it shows up in the “Meet Our Team” section, as well, so it’s important to include it for each section of your advisor website.

3.did you incorporate header tags?

A header tag or HTML tag is a fragment of code that speaks to the web browser about how to display content. They can display different types of information. The tag <body> defines the body paragraph of copy on your website. The tag <img> communicates to the web browser to display an image.

Header Tags for Twenty Over Ten

Google and other search engines want you to use h1 tags because it helps their crawlers to understand what your website is all about! When searching for keywords, this is so important and can really increase your SEO!

4.use alt tags for images

What are alt tags and why do you want to use them in your images? Basically, they are just descriptions for your image. They are used in HTML code to describe the appearance of an image on a page. Search engines are not able to read images but they can read the text. Including them really boosts your SEO by describing the images using relevant keywords. So, while they may seem like a trivial part of your website, they are crucial for driving up your SEO. With the Twenty Over Ten platform, you can easily add alt text to your images by following the steps below.

STEP 1: Select the image that you’ll be adding alternative text to.


STEP 2: Access your “alternative text” button from your sidebar.


STEP 3: After you have added the content of your choice, click the update button.


STEP 4: After you have clicked the update button, click the save changes button.


Wrapping It Up

We hope that you found this helpful! It can be stressful launching a new site, mainly because even if you went through all the steps with your designer, the internet can be a tricky place when it comes to ranking high and maintaining a strong online presence. If 2020 has taught us anything, it’s that you need to stand out online in order to connect with leads and clients. So, start the year off strong with a strong website by utilizing these key launch tips.

Looking to Give Your Website a Boost?

We are offering access to our content for advisors to use via Lead Pilot for 7-days completely free (even on our month to month plans).

Get All The Details Here

About the author

Blair Kelly

Blair is a digital marketing assistant at Twenty Over Ten and has a passion for uncovering what drives online traffic and the highest engagement. She follows more animals on Instagram than humans and her greatest achievement is her daughter, Grey.

Don't Miss Out

Get all the latest news and exclusive marketing resources straight to your inbox.


Lucky You - You're In!

We’re flattered you want to get to know us better. And now that you’re on our list, we’ll get to know you better too! Happy reading 😁