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NEW WEBSITE OPTIONS
FOR FINANCIAL ADVISORS

What’s Changed in Recent Years and
What Are the Best Websites Today?
MY STORY
• Former Investment Advisor Representative
• BA in Economics
• MBA in Marketing
• Worked at FMG Suite
• Used Hundreds of Advisor Websites
INDIGO MARKETING AGENCY
WHAT ARE ADVISORS ASKING
ABOUT TODAY?
▪ Is my site outdated?
▪ Do I need a SSL Certificate?
▪ Am I paying too much?
▪ Does my site have adequate SEO?
▪ What are the best options available?
WHAT WE’RE GOING
TO COVER TODAY
▪ What has changed in recent years?
▪ What is a SSL Certificate?
▪ Why are SSL Certificates important?
▪ Which advisor websites support SSL Certificates?
▪ What are your other options?
▪ The benefits of an independent website
▪ Wordpress website tour
▪ How to tell if you need a new site
▪ How to choose the best option for your firm
▪ Save over $2,600 per year on a better website!
WHAT HAS CHANGED IN RECENT
YEARS?
WHAT HAS CHANGED IN RECENT
YEARS?
WHAT HAS
CHANGED IN
RECENT YEARS?
WHAT HAS CHANGED IN RECENT
YEARS?
WHAT ARE SSL CERTIFICATES?
Create a secure connection between your website
and visitors.
Two Goals:
▪ Authenticates the identity of your
website (this guarantees visitors that
they’re not on a bogus site)
▪ Encrypts the data that’s being
transmitted
WHY ARE SSL CERTIFICATES
IMPORTANT?
Used to only be required for eCommerce sites
processing credit cards.
But Today:
▪ Google penalizes sites without SSL
Certificates
▪ Warnings show up to your visitors that
your site is not secure
HOW TO GET A
SSL
CERTIFICATE
▪ Purchase one for your domain ($75/
year)
▪ Install on your website
▪ Use https:// prefix
FMG SUITE WEBSITES DO NOT ACCEPT OR
ALLOW SSL CERTIFICATES
DOES THIS INSPIRE
TRUST?
OTHER FRUSTRATIONS WITH
POPULAR WEBSITES
▪ Increased pricing
▪ Limited website themes
▪ Limited functionality
▪ Duplicate content hurting SEO
▪ Lack of customer service
WHAT ARE
YOUR OTHER
OPTIONS?
INDEPENDENT WEBSITES FOR
INDEPENDENT ADVISORS
What is Wordpress?
▪ Wordpress is the world’s most popular tool for
creating websites
▪ It’s free and open-source
▪ There are thousands of themes and plugins to
increase functionality
▪ WordPress is used by over 30% of the top 10
million websites in the world
THE BENEFITS OF A
WORDPRESS WEBSITE
▪ Unlimited themes and designs
▪ Long-term thinking (themes always updated for security and performance)
▪ Can update your site quickly and easily
▪ Plugins for maximum functionality
▪ Google loves WordPress sites (SEO)
▪ Thousands of independent designers
▪ Help is just a Google search away
▪ You own your site and content
▪ Low monthly costs ($10-15 per month)
DRAWBACKS OF A
WORDPRESS SITE
▪ No compliance integration
▪ Must hire third-party support
▪ No customer service department
YOU MAY NOT NEED A NEW
WEBSITE IF…
▪ Are you happy with the look of your website?
▪ Do you use the built-in compliance integration?
▪ Do you like the content on your site?
▪ Are you satisfied with customer service?
DOES YOUR SITE INSPIRE
TRUST?
▪ If a referral comes to your website, are they
going to hand over their life savings?
▪ If someone finds you through a Google
search and they land on an outdated, non-
responsive site, or not secure site, are they
going to call you?
▪ A great website is a huge part of their ability
to close new clients.
YOU MAY NEED A NEW
WEBSITE IF…
▪ Are you looking for a new look and theme?
▪ Do you want to add a SSL Certificate?
▪ Do you want to focus on SEO to get more traffic?
▪ Do you seek greater functionality?
▪ Are you unhappy with customer service?
▪ Do you want to own your site and lower monthly costs?
NEW WORDPRESS WEBSITE
OPTIONS
NEW
WORDPRESS
WEBSITE
OPTIONS
NEW WORDPRESS WEBSITE
OPTIONS
NEW
WORDPRESS
WEBSITE
OPTIONS
NEW WORDPRESS WEBSITE
OPTIONS
NEW WORDPRESS WEBSITE
OPTIONS
NEW WORDPRESS WEBSITE
OPTIONS
CREATE YOUR WORDPRESS
SITE TODAY
Custom WordPress Websites $1,250 (Save $250!)
▪ Includes SSL Certificate installation
▪ Includes custom photography and theme
▪ Includes online appointment scheduler
Save $100 on our SEO Package (now just $875) when you build your new
site!
CREATE YOUR WORDPRESS
SITE TODAY
▪ Mobile Responsive
▪ Broker Check Included
▪ SSL Certificate Installed
▪ SEO Friendly
▪ GDPR Compliant Privacy Policies
▪ You Own Your Site
▪ Low Monthly Hosting Costs ($10-15 per month)
OUR
WORDPRESS
BUILDING
PROCESS
1. We purchase your domain (or get access to
existing domain)
2. We set up your hosting
3. We stage the site for you on temporary domain
(password-protected)
4. You review, make edits, send to compliance
5. We make any compliance changes
6. We install your SSL Certificate
7. We connect your social media profiles
8. Final approval and check of all links
9. We launch your site
10. Announce via email and social media
Typical turnaround time is 30 days.
HOW DO
YOUR
COSTS
COMPARE?
▪ Most popular website for advisors: $239/
month
▪ Lower your costs to only $15 per month
in hosting with WordPress
▪ Pay for your new website design ($1,250)
in less than 6 months!
Save $2,688 each year in the
future!
Get Started Now for Just $1,250
(first 15 advisors only)
Save an additional $100 on our SEO Package!
indigomarketingagency.com/newwebsite

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New Website Options for Financial Advisors

  • 1. NEW WEBSITE OPTIONS FOR FINANCIAL ADVISORS
 What’s Changed in Recent Years and What Are the Best Websites Today?
  • 2. MY STORY • Former Investment Advisor Representative • BA in Economics • MBA in Marketing • Worked at FMG Suite • Used Hundreds of Advisor Websites
  • 4. WHAT ARE ADVISORS ASKING ABOUT TODAY? ▪ Is my site outdated? ▪ Do I need a SSL Certificate? ▪ Am I paying too much? ▪ Does my site have adequate SEO? ▪ What are the best options available?
  • 5. WHAT WE’RE GOING TO COVER TODAY ▪ What has changed in recent years? ▪ What is a SSL Certificate? ▪ Why are SSL Certificates important? ▪ Which advisor websites support SSL Certificates? ▪ What are your other options? ▪ The benefits of an independent website ▪ Wordpress website tour ▪ How to tell if you need a new site ▪ How to choose the best option for your firm ▪ Save over $2,600 per year on a better website!
  • 6. WHAT HAS CHANGED IN RECENT YEARS?
  • 7. WHAT HAS CHANGED IN RECENT YEARS?
  • 9. WHAT HAS CHANGED IN RECENT YEARS?
  • 10. WHAT ARE SSL CERTIFICATES? Create a secure connection between your website and visitors. Two Goals: ▪ Authenticates the identity of your website (this guarantees visitors that they’re not on a bogus site) ▪ Encrypts the data that’s being transmitted
  • 11. WHY ARE SSL CERTIFICATES IMPORTANT? Used to only be required for eCommerce sites processing credit cards. But Today: ▪ Google penalizes sites without SSL Certificates ▪ Warnings show up to your visitors that your site is not secure
  • 12. HOW TO GET A SSL CERTIFICATE ▪ Purchase one for your domain ($75/ year) ▪ Install on your website ▪ Use https:// prefix
  • 13. FMG SUITE WEBSITES DO NOT ACCEPT OR ALLOW SSL CERTIFICATES
  • 15. OTHER FRUSTRATIONS WITH POPULAR WEBSITES ▪ Increased pricing ▪ Limited website themes ▪ Limited functionality ▪ Duplicate content hurting SEO ▪ Lack of customer service
  • 17. INDEPENDENT WEBSITES FOR INDEPENDENT ADVISORS What is Wordpress? ▪ Wordpress is the world’s most popular tool for creating websites ▪ It’s free and open-source ▪ There are thousands of themes and plugins to increase functionality ▪ WordPress is used by over 30% of the top 10 million websites in the world
  • 18. THE BENEFITS OF A WORDPRESS WEBSITE ▪ Unlimited themes and designs ▪ Long-term thinking (themes always updated for security and performance) ▪ Can update your site quickly and easily ▪ Plugins for maximum functionality ▪ Google loves WordPress sites (SEO) ▪ Thousands of independent designers ▪ Help is just a Google search away ▪ You own your site and content ▪ Low monthly costs ($10-15 per month)
  • 19. DRAWBACKS OF A WORDPRESS SITE ▪ No compliance integration ▪ Must hire third-party support ▪ No customer service department
  • 20. YOU MAY NOT NEED A NEW WEBSITE IF… ▪ Are you happy with the look of your website? ▪ Do you use the built-in compliance integration? ▪ Do you like the content on your site? ▪ Are you satisfied with customer service?
  • 21. DOES YOUR SITE INSPIRE TRUST? ▪ If a referral comes to your website, are they going to hand over their life savings? ▪ If someone finds you through a Google search and they land on an outdated, non- responsive site, or not secure site, are they going to call you? ▪ A great website is a huge part of their ability to close new clients.
  • 22. YOU MAY NEED A NEW WEBSITE IF… ▪ Are you looking for a new look and theme? ▪ Do you want to add a SSL Certificate? ▪ Do you want to focus on SEO to get more traffic? ▪ Do you seek greater functionality? ▪ Are you unhappy with customer service? ▪ Do you want to own your site and lower monthly costs?
  • 30. CREATE YOUR WORDPRESS SITE TODAY Custom WordPress Websites $1,250 (Save $250!) ▪ Includes SSL Certificate installation ▪ Includes custom photography and theme ▪ Includes online appointment scheduler Save $100 on our SEO Package (now just $875) when you build your new site!
  • 31. CREATE YOUR WORDPRESS SITE TODAY ▪ Mobile Responsive ▪ Broker Check Included ▪ SSL Certificate Installed ▪ SEO Friendly ▪ GDPR Compliant Privacy Policies ▪ You Own Your Site ▪ Low Monthly Hosting Costs ($10-15 per month)
  • 32. OUR WORDPRESS BUILDING PROCESS 1. We purchase your domain (or get access to existing domain) 2. We set up your hosting 3. We stage the site for you on temporary domain (password-protected) 4. You review, make edits, send to compliance 5. We make any compliance changes 6. We install your SSL Certificate 7. We connect your social media profiles 8. Final approval and check of all links 9. We launch your site 10. Announce via email and social media Typical turnaround time is 30 days.
  • 33. HOW DO YOUR COSTS COMPARE? ▪ Most popular website for advisors: $239/ month ▪ Lower your costs to only $15 per month in hosting with WordPress ▪ Pay for your new website design ($1,250) in less than 6 months! Save $2,688 each year in the future!
  • 34. Get Started Now for Just $1,250 (first 15 advisors only) Save an additional $100 on our SEO Package! indigomarketingagency.com/newwebsite