Financial Planning Firm Partners with WSI for Website Optimization and Marketing Optimization
Best Financial Life (BFL) is a fee-only financial planning firm that serves families in the Bay Area. BFL is founded and run by Joe Morgan, a former Chief Investment Officer of Silicon Valley Bank, who has 25 years of experience managing money for some of America’s largest foundations, endowments, and corporations. BFL’s unique pricing model offers clients unlimited meetings and access for a single flat fee, which saves clients from the escalating fees of most financial advisors.
BFL partnered with WSI Connect to optimize its website by adjusting menu options, adding trust factors, targeting the appropriate buyer personas, and improving its content structure. Also added was a landing page for an ebook about the different types of tech company stock. By improving the website structure and refining its focus on prospects, WSI helped BFL better reflect the high quality and trustability of its financial services.
WSI also helped BFL implement and configure SharpSpring Services, a lead nurturing system, which provides valuable content to prospective clients in the Informational and Consideration buyer stages. SharpSpring also allows BFL to track the timeline of leads, such as when emails were sent, opened, and which links were clicked.
Moving forward, WSI will monitor BFL’s progress through measurement tools including Google Analytics and Google My Business. Specifically, WSI will review data regarding traffic sources, which are the paths through which prospects find BFL (email campaigns, Google search, Facebook, Yelp, etc.). WSI will summarize progress in monthly reports about visitor data, page traffic, and conversions. Additionally, WSI will help BFL edit/revise its blog posts to deliver concise and relevant financial content.
WSI Connect expects to increase BFL’s conversion rate, and further its mission to provide families the knowledge, insight, and inspiration to address the unique pain points of their personal finances.
This blog was originally posted at: https://wsiconnect.com/blog/financial-planning-firm-partners-with-wsi-for-website-optimization-and-marketing-optimization/