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By Blair Kelly Showcase

5 Amazing Before and After Advisor Website Transformations

8 minute read
5 Amazing Before and After Advisor Website Transformations Featured Image

At Twenty Over Ten, we get the opportunity to work with so many financial advisors and we’re extremely lucky that we get the chance to really wow each one with fresh new websites. We love the process of seeing how we can transform their outdated sites into one that they not only envisioned but one that truly captures their brand and generates leads for their business! Today we’re rounding up some of the more recent sites that our team has designed in addition to ones from stand-out sites from the past that experienced huge transformations. Ready to see the amazing transformations for yourself? Read on to check out five of our favorite before and after website transformations!

1. MY Wealth ManagementBefore and After Advisor Website Transformations my wealth management

Framework

Iris

plan

Refresh

MY Wealth Management, out of Gaithersburg, MD, is an independent, Registered Investment Advisory (RIA). They originally came to us looking for a website refresh and opted to build off of our Iris framework, which is one of our more popular choices as a single-page scrolling experience. This framework makes navigation easy as pie for visitors to find exactly what they need without digging through multiple pages.

The placement of a call-to-action is everything, and MY Wealth Management does a great job with the placement of their CTAs. Right above the fold on their homepage hero image, visitors immediately have the option to “Get Started Today,” which takes visitors straight to their Calendly to schedule a 15-minute introductory meeting. By placing their CTA so prominently ensures visitors will take the next step to click and take the next step! We love what they have done with this part of their website.

2. Quo Vadis Financial

 

Quo Vadis Financial

Framework

Fresnel

plan

Basic

Based in Pearl City, HI, Quo Vadis Financial, came to our team wanting to keep their logo the same but just needed a simple basic upgrade to an outdated site and chose to work with our Fresnel framework, leveraging a full-screen, bold homepage image. They went from an outdated website to one with a very welcoming and “fun” feel!

Maybe you’re wondering what’s with the name? Good question. The firm’s new website gives them the platform to really illustrate what the name behind their brand means and discuss up front how the name Quo Vadis came to fruition. It is a Latin phrase that actually means, “Where are you going?” This phrase is a part of the financial plan they create for clients, as Andy Pike CLU®, CKA®, founder and CEO explains. With fun characters drawings throughout, we love that they decided to let their new site play off of their physical location being in Hawaii.

3. Investment Advisory Group

IAG Advisors

Framework

Fresnel

plan

Tailored

This Hanover, MA-based firm came to us with the burning need for a fresh site. After choosing to work with the Fresnel framework their team had a desire to have more control over their site and be able to make changes easily, unlike their previous site.

Jay Richards CFP®, managing partner and Chief Compliance Officer of Investment Advisory Group really trusted us with this process and allowed for our designers to really lead the process, which was a great experience for our team! As a Registered Representatives of Cetera Advisors LLC, they worked with our copywriting and design teams to ensure a common theme was a thread throughout their site through a puzzle motif.

4. NCM Capital Management

 

NCM Capital Mgmt.

Framework

Fresnel

plan

Tailored

We loved working with the NCM Capital Management team and enjoyed bringing their vision to life, as they went from an outdated site to a beautifully tailored website with our Fresnel framework.

Their original site had a lot of information and content, but regardless, we were able to get their new site uncluttered and simple to navigate for the best user experience. Now, their website provides prospects with many different options to get started and get in touch with the NCM team through risk tolerance questionnaires powered by Riskalyze, account login access powered by eMoney, market commentary sign-up and one-click Calendly integration for meeting scheduling.

5. Society for Lifetime Planning

Amazing Before and After Advisor Website Transformations Society for Lifetime Planning

Framework

Iris

plan

Basic

Based out of Troy, MI, Society for Lifetime Planning is affiliated with LPL and came to us in search of a fresh new web presence. They chose to keep their logo the same but opted to build on our Iris framework for a one-page scrolling experience. Their old site had no blog, an un-appealing color scheme, and lackluster images.

The transformation is a complete 180, wouldn’t you agree? Our team worked to breathe some life back into their online presence by brightening up their site through bold imagery, easily accessible contact information, seamless navigation and prominent CTAs for a top-notch user experience to draw in visitors and encourage them to explore their site further.

What About Your Advisor Website?

When advisors come to us asking for a fresh start we cannot wait to hit the ground running. We believe that collaboration is key and we are eager to help make every advisor’s vision come to life! If you’re left wondering if your website is leaving money on the table then it’s time to turn your outdated advisor website into a lead generation machine!

Are You Ready for a Full Website Transformation?

We can help! With Twenty Over Ten, you get to work hand-in-hand with an award-winning design team to build a website your finally proud of. With automatic site archiving, blogging, an intuitive CMS, SSL certificates and more — we’ve got everything you need and then some.

Schedule a Free Website Consultation

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