We are in the business of building websites for financial advisors and have a pretty well defined process when it comes to guiding our clients through the production process. Our client base is a mix of new website owner and advisors wanting to take their existing website to the next level.
We thought it would be good idea to share with you a checklist we have been using with each of our clients. We hope that this guide will make the overall experience of creation/updating your financial website a little smoother.
Download the pdf version: website creation checklist