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By Blair Kelly Showcase

Financial Advisor Website Showcase: George Wealth Management

6 minute read
Financial Advisor Website Showcase: George Wealth Management Featured Image

George Wealth management

Built on our Fresnel framework, today we’re taking a look at George Wealth Management’s website and highlighting some of our favorite aspects. Led by George F. Vieth CRPC, George Wealth Management offers holistic financial planning with a simple 5-step process. Read on to find out more about the firm.




1. Unique Hero Image Combined With a Video Make For a Powerful First Impression

When you land on George Wealth Management’s homepage, you immediately notice the hero image. The succulent inside of the light bulb is incredibly unique, and it really stands out when visitors see it. Additionally, you see the comprehensive planning listed out on the homepage, so prospects know exactly the types of services that are offered before exploring the rest of the website.

George Wealth

When scrolling just below the fold, visitors see a call-to-action, “Click Here to Learn More About the Process,” where leads are taken to a quick video that discusses the design process by using creative drawings and images to quickly articulate what you can expect when working with the team.

2. Streamlined Website Boosts User-Experience

The website is streamlined and easy to navigate, and something we really like is how they use our accordions feature to show what each client can expect when working with the team. By using this, they are able to increase their visitor interaction by requiring people to click on topic headings to reveal more detail about each step of the process. Using the magnifying glass as the icon to do so makes it unique, as well.

Clients at George Wealth

3. Detailed Services Page Illustrates Exactly What Clients Will Get

George Wealth Management’s services page makes it incredibly clear exactly what services they provide. Even though there are 7 different services outlined, it is incredibly streamlined, allowing users to click on each service and take a deeper dive into what each offering entails.

Financial Services

4. Complex Topics Broken Down in an Easy-To-Read Fashion

We love that they chose to illustrate their planning process in a flow chart making it more engaging for visitors and easy to digest. Each step of the process lists out the most common questions their clients have each step of the way.


5. Fee Transparency For Leads

We’ve discussed the importance of including fees on your advisor website as a means of being transparent and up-front with your prospects. This can make initial meetings more productive, as prospects will know if they can afford your services before even meeting with them. Additionally, if you don’t include fees on your site, it may create the impression that your fees are incredibly high, which is often not the case. George Wealth Management has a section dedicated to its transparent fee-structure, so prospects know what to expect right from the start. In the below, you can see that they offer a financial planning fee plus the investment advisory fee.


6. Webinars Page for Lead Gen

Even before the COVID-19 pandemic put a halt to in-person events, webinars were still a great way to connect with others. George Wealth Management has a page on its website dedicated to “Upcoming Voya Cares Webinars.” These are designed to help families that are affected by special needs with the financial planning needs that come unique to them. By offering this webinar not only are they providing valuable information to prospects and clients, but they are boosting lead generation to their website with the easy sign-up form.

Voya Cares Webinar

Wrapping It Up

From the brand coloring to the design of the overall website, there is so much that we love about George Wealth Management’s advisor site. It is easy to navigate, creates a strong UX and makes it easy to connect with them.


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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.

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