Case Study: Financial Planning Website Growth

So, one day, I went to visit a Financial Planner.

I won’t reveal names to protect the innocent but let’s say his name was Bob.

I was referred to him by a good friend. Nothing like word of mouth advertising.

I could immediately tell he was really good at his job. Over 16 years he had built a great business purely on word of mouth advertising.

On top of that, he was a really trustworthy and honest man.

We got talking and the topic of his website comes up.

He was clearly not very happy.

I had already told him what I do so I asked him what the problem was.

He then vented his frustration. He decided he needed a new website to replace one that was well over 5 years old. Fair enough. His current website didn’t even work on mobile devices!

His problem was that he wasn’t happy with his developer. He just felt the developer was designing something he liked rather than what the business needed. On top of that, the developer wasn’t really interested in listening to feedback or explaining what was going on.

I really felt sorry for him so I gave him some suggestions and told him he could call me if he wanted to talk some more.

A few days later he asked me for another chat about his website.

He showed me what had been done and it was really obvious what the problems were.

Here is a list of some of the issues we found:

I could go on as there was quite a list of problems but I think you get the idea.

The problem was clear, the developer had a very strong “design” bias and this was his single focus.

Of course you want to make sure your website looks good but this is just one piece of the puzzle.

After a couple of hours I quickly outlined for Bob what I would do to fix it.

Although I wasn’t looking for the work Bob quickly asked if I would take over the project and we quickly came to an agreement.

Fast forward some months later and, after following our proprietary online growth process, we successfully launched his new website to great reviews from customers.

Just some of the key elements of his new site:

Finally, we also worked on improving the off-website presence of the business. Potential customers often do a google search on a business before they call so we needed to make sure the search results were good. We quickly discovered Bob hadn’t sorted out his Google MyBusiness listing. We claimed it and asked his customers for a rating to provide further proof they are awesome!

This was a great project to work on. The clients were just amazing and so keen to really do something great. They thoroughly deserve an exceptional online presence that reflects what a great and trustworthy business they have.

Here is to many more projects like this.

If you need any help using digital to grow your business see below for a free strategy session (when available).

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David Katic

In my 30 year Marketing career, including roles like Chief Marketing Officer with global brands like Ford and Shell, I’ve spent millions of dollars on digital and have seen what works and what doesn’t. Now I use this experience to help businesses work out what they need to do to grow with digital.
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