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Choosing a Web Platform that Rocks your Financial Advisor Firm

If you are a financial advisor firm here is how to pick a website platform that rocks.

So you’ve decided it’s about time to give your website an overhaul. Or maybe you broke off and went independent, and now you need to set up a site for your new firm. Do you use a template? Do you get a developer and custom design your own site?

Let’s face it: Picking the right web platform for your financial advisor firm is overwhelming.

That’s why I was so glad to have Ryan Russell of Twenty over Ten with me on the show to shed some light on the options you may have.

You’ll learn:

  • The major things to consider when you are trying to figure out which web platform works for your financial advisor firm.
  • Guidelines to help you make sure your website’s security is up to par with standards
  • Why it matters if you own the content or not
  • Cost considerations for the initial site and on an ongoing basis

Thanks for listening, and please subscribe, rate, and review this podcast!

Resources mentioned in the show

Twenty Over Ten

Samantha Russell’s LinkedIn videos – see here LinkedIn feed here

 

Disclosures

Grillo Investment Management, LLC does not guarantee any specific level of performance, the success of any strategy that Grillo Investment Management, LLC may use, or the success of any program.

Grillo Investment Management, LLC will strive to maintain current information however it may become out of date. Grillo Investment Management, LLC is under no obligation to advise users of subsequent changes to statements or information contained herein. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor.

We make no guarantee that the information on the Site is accurate and non-misleading. Grillo Investment Management, LLC, will not be liable to you in relation to the content contained herein, use of, or any connection with the Site. Grillo Investment Management, LLC, will not be liable to you for any business losses or loss of revenue, profits, or data that may occur in connection with the Site.

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