Choosing a Web Platform that Rocks your Financial Advisor Firm

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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



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