Lisa Hufnell is the Marketing Coordinator for Bay Point Wealth Management, with locations in Annapolis, Maryland and Sarasota, Florida. We had the pleasure of working with Lisa and gained insight into her background, the Bay Point Wealth Management firm, and discussed the process of building their website with Twenty Over Ten.
How did you get interested in becoming a financial planner?
I had a tax investment background and always enjoyed working with people so financial planning was a perfect fit.
What do you enjoy most about what you do?
Every day is a little different. Also, Bay Point Wealth Management provides great flexibility for employees. Having freedom in the workplace creates a happy and successful work-life balance.
What do you find is the most challenging part of your profession?
We have struggled in developing and implementing a consistent marketing strategy.
What drove Bay Point to want to update their site and what was the number one goal when redesigning?
We know the tech world is always changing so staying on top of that is very important to us. Our top priorities in redesigning were improving our video content, making sure the site was clean and easy to navigate, and that the pages loaded quickly.
Why did Bay Point choose to work with Twenty Over Ten?
Twenty Over Ten is tailored to financial companies so it was a good fit. We like that their platforms are able to be made personal and professional. Twenty Over Ten makes updating our website very easy, especially for those without much background in web design or development.
The website turned out so well! Tell me about the process behind using your site as a lead generation tool – what successes have you celebrated in generating new clients from it?
Our website serves as a platform for networking, contacts, events, referrals, and even serves as a portal for our clients to login to view their personal information.
what is your favorite feature of the site (imagery, calls to action, a specific page, etc.)?
I love the site’s layout. It’s clean and easy to navigate.
We love following along on your social channels! tell us more about your newly developed social content strategy and the successes you’ve experienced.
We’re now able to easily link our website and blog articles to our social media sites so our content is being shared with a lot more people.
How would you describe the process of developing the new site and your experience working with Twenty Over Ten overall?
Updating the site was a lot of guess and test on my end. Twenty Over Ten’s feature to view my changes before publishing the site was a huge help.
We went to Twenty Over Ten for help with many of our site’s updates. Explaining web design for more than a couple topics at a time via email can get confusing! However, they were very clear, receptive towards every request, and responded quickly. They helped us step-by-step through updating our website. We are very pleased with their helpfulness and responsiveness.
Thanks so much for taking the time to chat with us, Lisa! For other advisor website showcases, check out: The Best Financial Advisor Websites: Spring 2017 Edition and Oasis Wealth Planning.