Broker Check

Essential Website for Equitable Advisors*

*Must be with Equitable to qualify.

A plug-n-play, turn key (fully furnished) website branded and approved by Equitable, with a quick and easy setup personalized for you with special priced monthly hostings/tools!

BEST FOR: Equitable Advisors who want a professional looking website, with minimal thinking, as quick as possible, with website tools to maximize results!

This design is typically a 3 to 4 week turnaround.
(as long as you stay on top of it!)

The Essential Website Design

This design process is done all via email, with the following steps:

  1. Fill out a survey about your business with your preferences.

  2. Choose from the following 2 Equitable Branded themes:

    Theme 1

    Theme 2

  3. FMG's fulfillment team will build your initial website, purchase 5 stock photos for you, add content/photos you provide for your bio, company description and services in your survey

  4. Receive a preview link of the initial build within 2-3 weeks of your survey being filled out. 

  5. Reply via email with 1 round of edits, to make content changes, swap out photos, add menu/navigational items, team members, etc.

  6. Receive assistance with URL/Domain name purchase (included if you need one) or redirect of your current/purchased URL/Domain

  7. Have your website go live within 3-4 weeks!

  8. Additional edits are then done on your own once the site is live, via your FMG dashboard!

To pair with marketing content and automations, contact corina.roy@equitable.com.

Essential Website Investment:

$300 One-Time Investment + Options & Monthly fee below. 

With The Option To Add:

Tailored Copywriting
$699 one-time investment

Personalized copywriting, based on a detailed questionnaire you'll fill out, followed by a phone call with your copywriter, for your new website's:
  
Home Page (300-500 words)
Copywriters will personalize the home page copy based on a detailed questionnaire you'll fill out.

Service Page (200-350 word introductions)
While not a from-scratch service copywriting offering, copywriters will prepend introductory sections for each service, personalized for your firm.

About Page (200-350 words) 
Copywriters personalize an about page for your firm.

Bios (200 words per bio)
Based on a questionnaire and available research material. 

  • 5 bios included (all done during the website design, not available after for future employees/advisors)
  • A pack of 5 more bios can be purchased for an additional $150 (to be used during the website design).

Monthly Hosting/Tools:

Premium Website Hosting/Tools
$49 per month*

*Only available to Equitable advisors. 

  • Website content (videos, articles & calculators) built into the design and automatically added monthly to your website 
  • The ability to log in to your FMG dashboard to easily make edits to your website and more on FMG's proprietary platform
  • Access tutorials on FMG's Knowledge Base to master editing your website
  • Premium Service: you'll have the ability to schedule appointment with service, vs. calling or emailing with potential hold times

INCLUDES:

  • Lead Studio - The ability to add nteractive website forms with eBook/guides/Quiz pop-ups, sections, landing pages and page gating, to engage website visitors with a call to action!

    Place strategically throughout your website to capture and interact with visitors- especially those not ready to contact/schedule a time with you! Click below for samples.

    eBook and Quiz Sections, Pops ups & Page Gating
    eBook and Quiz Landing Pages

    Get notified when someone fills out a form.

    eBooks automatically download with your branding and contact information so you don't have to touch it!

    Offers for eBooks add value to current clients, referrals, and especially prospects/referrals not ready to contact you yet!

    Use FMG Marketing automated campaigns to drip and nurture these contacts into clients over time! (See Marketing Options)

  • Blog Studio- Add the ability to post blogs to your website and easily share via email/social media.
    See Blog example here.


  • Local Listings - Increase your chances to show up on the local Google map and have accurate contact information across 60+ online directories.

PLUS the option to add:

Accessibility Lock
$49 more per month

Provide the best experience for visitors with disabilities. ONLY available on as it's own add-on to an Essential or Premium Website design. 

To take a test drive, check out "Premium Website Tools"!

For a great sample of how to best use these Premium website tools, browse: 
www.jmitchellassociates.com/

  • Scroll down the homepage to see multiple forms to engage website visitors! (especially ones who aren't ready to call you!)
  • Click "Tools" and review "eBooks", the Retirement checklist showing "page gating", the blog, and events, all possibilities to maximize your website!

What to Do with a Windfall

"What to Do with a Windfall" provides guidance for handling a financial windfall. The ebook suggests taking a deep breath before making any decisions and seeking help from a financial professional to ensure funds are allocated wisely.

Have a Question on Essential Websites? Ready to Get Started?

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