Created by CFP®, CLU professionals
Is your website working for you?
We know advisors need a professional website but often struggle with putting it together. Sometimes you work with a marketer/web designer that can put together a nice-looking website but can’t write the content because they don’t have the financial knowledge. or compliance. Then you spend a ton of time explaining how whole life insurance works or what an RRSP is. This can be frustrating and costly for you, the advisor… and good luck getting it through compliance.
At Financial Tech Tools, we
Provide the financial content
The result is a professional website that resonates with your ideal client.
Our website process is simple.
We do four meetings:
We get to know you and your business and review website designs.
2. Design & Content
The draft website and content are ready for your review and feedback.
Review the revised website and content. Review the content marketing plan.
We will submit to compliance.
4. It's Alive!
Your website is live.
What happens when the website goes live?
- We update the website with content monthly.
- You can request changes on your website. (30 minutes per month)
Professional website created by financial industry experts.
- Templated website with up to 2 hours of customization
- Content by CFP, CLU, CHS, EPC Industry professionals
- Marketing Plan
- Personalized Branding
- Responsive Website
- Site Archiving
- Dedicated Support
- Daily Backups
- Daily Scans
- Uptime Monitoring
- Theme Updates
- Plugin Updates
- Up to 30 minutes changes per month
Managed Website & Email Marketing
Professional website and monthly email newsletters sent to your prospects and clients.
- Everything included website
- Email Newsletter Setup
- Personalized monthly e-newsletters to clients and prospects
- Detailed analytics on your email newsletter including open and click rates
Managed Website, Email Marketing & Social Media
Professional website, monthly e-newsletters, plus up-to-date social media.
- Everything included with website and email newsletter
- LinkedIn Profile Optimization
- Facebook Company Page Setup
- Twitter Cover Image
- Weekly LinkedIn posts
- Weekly Facebook posts
- Weekly Twitter posts
Examples of Our Websites
Are you still not convinced?
We don’t want to tell you how awesome we are; we’ll let our advisors tell you:
We can help you every step of the way if you want to build or revamp your website.
Let us help you attract and retain your ideal clients – Book a FREE consultation today!