2 Weeks to Launch: Building a Financial Advisor website

Clara Wealth

Quick launch using the Website Design Sprint.
Implementing the brand of an independent financial advisor to a website with authority and clarity.

The Brief:

Trust is a huge factor when choosing an independent financial advisor so for this website we wanted to establish authority while remaining approachable.  

Patryk, the founder of Clara Wealth, and his team had already created the visual brand and messaging so it was time to implement the brand elements to the website. With so many of the design elements ready to hand we were able to use the Website Design Sprint to create and launch this website in a few short weeks.

The call to action

The purpose of this site is to start a conversation with potential clients. So we created a site with a crystal clear call to action: The site visitor is invited to get in touch, call or email throughout the website experience.

What we did:

  • Defined the project goals and explored the ideal client and competitors in the market
  • Expanded upon the brand message to emphasise the connection between personal finance and quality of life
  • Defined a design system to support the existing brand elements
  • Defined a navigation so that the site visitor can easily find the information they need
  • Conducted user testing for desktop and mobile compatibility.

Check it out here:

Patryk and his team launched the website in a matter of weeks after starting the website build. With data analysis tools in place, they set out with a visibility strategy that focuses on sharing valuable, informative content.

This is a great way of working with the first launch of a website. The Website Design Sprint ensures that the site goes live as soon as possible and the simple visibility strategy will help them to see very quickly what works to bring traffic, leads and clients.

With this system in place, the Clara Wealth team can start enrolling clients and make smart, informed decisions about their online marketing strategy.

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The High-Converting
Homepage Formula

Get more leads more often from your website

Your homepage should make your site visitor feel like they’ve found what they’re looking for so that they connect with you, become leads and paying clients.

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