What does the business do?
Mutual Plans Paraplanning offers onshore outsourcing services for financial advisors.
What was the main problem?
The Founder, Silvia, came to us because her old website was built as a favour from a family member. It did not highlight her USP, nor did it show off the professionalism she and her team have. A great design and copywriting can easily fix that!
Want to see it live?
What we did to optimise their website for conversions:
A scannable services page
Adding credibility
Her USP was designed into graphics to be used throughout, Google reviews now feed through to her site, logos are displayed showing the platforms they use and testimonials are used on all pages.
SEO training
Silvia wanted to learn how to use keywords in her site and how to write blog posts to attract organic searches. She was trained on how to research keywords and use them in the right places throughout her site so Google can find her.
Client portal
Her clients can now login and start a new project easily from her website using her own CRM system. We consulted with Silvia so she could decide on the easiest solution that would work with her current systems and make it easy for her clients to engage.