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Our Creative Design

Our Creative DesignFads come and go, but 'good design' is timeless

It's time to break the chain of stale, framed in, advisor billboards with better design and functionality. We break down the walls to a more appealing website through...

Layout and Composition | Color | Texture | Typography | Imagery

 

We offer the industry's BEST On-Site SEO Tactics to help enhance YOUR online exposure.

Sample Websites

  • Gasber Financial Advisors, Inc.
  • Castle Wealth Advisors
  • Griffiths Financial Services
  • Ames & Weinheimer Wealth Management
  • Stone Carlie Wealth Advisors, LLC
  • Cascade Wealth Advisors, Inc.
  • Larkin Point Investment Advisors LLC
  • My Private Wealth
  • HighPass Asset Management
  • TMD
  • Avisen
  • Inovest
  • Wine Country
  • Frontier
  • Raub Brock
  • Conlon Dart
  • Bruce Colin & Co.
  • Wealth Strategies Group
  • Gasber Financial Advisors, Inc.
  • Castle Wealth Advisors
  • Griffiths Financial Services
  • Ames & Weinheimer Wealth Management
  • Stone Carlie Wealth Advisors, LLC
  • Cascade Wealth Advisors, Inc.
  • Larkin Point Investment Advisors LLC
  • My Private Wealth
  • HighPass Asset Management
  • TMD
  • Avisen
  • Inovest
  • Wine Country
  • Frontier
  • Raub Brock
  • Conlon Dart
  • Bruce Colin & Co.
  • Wealth Strategies Group

Click the image to go to the website.

Designed from the investor's perspective

You'll notice most of our sites have a very similar navigational structure. This is because when viewers hit your site, they subconsciously want to know "who you are, what you do, how you do it, and why they should choose you" (all within about 30 seconds). So our objective is to layout this info (about your firm) in the same manner, to meet the needs of the viewer. Hopefully, keeping viewers on your site longer and encouraging more click throughs (to discover additional detail). Thus, having a better experience and feeling more comfortable with your firm.

Design ideas can also be influenced by...

  • Logo & Current Marketing Collateral - Marketing Collateral is something we like to consider during the website design process. Brochures, flyers, presentation folders, and letterhead used for marketing purposes might be incorporated to help achieve a consistent brand.
  • Target (niche) Market(s)
  • Client Base Geography (local landmarks and client hobbies/activities)
  • Sell the Dream (elderly couple holding hands on the beach)
  • Peace of Mind (relaxing nature themes)
  • And more

Our Development Process

  • Contract Engagement

    Our Process

    Please contact us to get a quote on the services you have interest in. We are happy to answer all of your questions and concerns. We believe strongly in being upfront and honest with you right away, as it will strengthen our relationship down the road.

    Once you feel comfortable to move forward, simply fax back both pages of your quote/agreement. You will receive an invoice for the one-time development charges. Hosting fees will not begin until your website is 'live' at your domain.

  • Discovery Call

    Phone Support

    Once you're ready to roll, we need to schedule a discovery call. This call usually take about an hour. We will send you a 'Content Worksheet' prior to the call. If you are upgrading a website, the 'Content Worksheet' will contain your current content within a recommended navigational structure.

    During this call we will attempt to identify...

    • Your firm's objectives, investment philosophy, and target markets
    • Client Logins, BDs, Custodians, and strategic alliances
    • Navigational / Menu Structure
    • Logo, colors, design, and theme ideas

    You are welcome to give us 'creative control' and/or point out other websites you like.

  • Website Preview

    Our Process

    Usually within about 10 days, you'll receive a website preview.

    We'll send you the temporary development location (ie. http://yourcompany.advisorflex.com) with a username and password to log in.

  • Work Towards Approval

    Our Process

    Once you preview the website, you can send us a punch list of items you would like to see updated or we can schedule a call to review the site.

    After identifying and updating these tasks, we'll notify you to review the site again. We'll continue this process until you are pleased with the outcome.

  • Go 'Live' at Your Domain

    Our Process

    When you're ready we will make your new website 'live' at your domain. But that's not it.

    We will also...

    • Setup Google Analytics (stats)
    • Submit your XML Sitemap to Google, Yahoo!, and Bing
    • Submit your site to 140+ directories
    • Add meta-data Descriptions and Keywords
    • Add additional SEO Tricks (like 301 Redirects to your primary domain)
    • Establish your Website Hosting
  • Content Management Training

    Our Process

    We'll spend the time we need to get you and your staff trained on our content management platform. Additional resources like PDF Guides and Videos are also available.

    Ongoing Support

    When you need help, just let us know. Free consulting and training is available as needed. Updates to your website are also available at the rate of $60/hr.

Layout/Design

During our discovery call we will discuss the design of your site. You can give us creative control, point out any websites you like, or both. Then, about 10 business days later, we will send you a website preview which contains a username and password to log in to review your new site design. The site will also contain the initial menu structure we discussed and any copy you wish to keep. We then modify the design based on any feedback (usually a punch list of items) you provide. Once the site is approved, we will make it live at your domain, setup stats, promote it, and train you on managing the content.

Website Content

You might have a lot of very good content on your current site. Prior to our discovery call, we will grab the copy from your current website and paste it in a ContentWorksheet.doc (where we feel it should go within our recommended navigational structure). Then, during our discovery call, we review the document and help you identify your navigational structure. We encourage you to use the same ContentWorksheet.doc to edit or add content, while we are creating your website. This helps save time.  We can also provide custom written copy for your website via our AdvisorCopy Service. We have worked with quite a few independent RIAs, we can also give you some direction on content ideas.

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Use Your Design

Your DesignWe enjoy working with industry partners and marketing professionals.

1. Get A Quote

Our favorite industry marketing providers will ask us to send you a quote.  If you have another 3rd party designer, simply request a quote.

2. Send Us Your Design

Our favorite industry marketing providers will send us your approved design. If you have another 3rd party designer, please ask them to send us your approved PSD (Photoshop) file(s).

3. Website Preview

Usually within about 10 business days you will receive the log in information to preview your new AdvisorFlex Website.

4. Work Towards Approval

We will work with you or through your marketing firm to modify your site until you are pleased with the outcome.

5. Go Live

Once approved, we will make your website 'live' at your company domain. We will also optimize your site for SEO, promote your site and train you on how to manage content.

6. Ongoing Support

We stick around to train you on how to make your own content updates or we'd be glad to make them for you. A $60/hr rate might apply based on the type of updates needed.

Simply Better Websites for Financial Advisors

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