How to Design the Perfect Website

Learn website design best practices so you can create a website that is not only visually appealing and optimized for SEO, but converts visitors to leads!

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SEO Checklist

You can work your way through this checklist to ensure your website is optimized for SEO.

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Advisor Biography Templates

Use this template to create your own biography to be used on your website, LinkedIn profile or wherever you want. This financial advisor biography template document offers 4 different versions of a financial biography for you to customize.

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Buyers Persona worksheet

Client personas are a representation of your ideal client, created from tangible client data. Once created, your personas allow you to get the right message to the right audience at the right time.

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Website Quality Assurance Checklist

This free template can be used as a checklist for quality assurance after building your new financial website.

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E-book or Whitepaper Creator Template

This free template will help you easily create a white paper or ebook that can be added to your website in order to generate quality leads. Download this free Microsoft Powerpoint template to get started.

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Marketing Self-Assessment Worksheet

Eye-opening questions for the smart advisor. Find out if you've been approaching marketing the wrong way. Is there more you should be doing? How do you hold up against industry standards? Answer 20 key questions and see where you stand.

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