Premium Website
The "COOLEST" DOGGONE website FMG offers!
Invest in the most comprehensive website design experience, working closely with a Project Manager to fully personalize and "decorate" your website, with high-end custom designs created around your brand, personalized edits and design time, for a website that fully represents your brand, firm and team.
BEST FOR: Advisors/firms who want the most high-end choices, with personalization, and 1:1 design help to get the website they truly want!
This design is typically a 6 to 8 week turnaround.
(as long as you stay on top of it!)

This design process takes roughly 8 weeks, includes up to 9 hours* of total time between calls and design time, with the following steps:
*Extra hours or an extension can be purchased if needed.
Phase 1: Discovery and Alignment
Brand Questionnaire
We start by learning about your brand through a brand-specific questionnaire. This helps us understand your business objectives, design style, tone, and more.
Discovery Call
One-on-one discovery session with your project manager and designer to unpack the styles and objectives you’re trying to achieve for your new website.
Phase 2: Delivery of Website
Custom Website Design Concepts
Next, our design team creates 3 custom website design concepts that reflect your unique brand. Together, we’ll collaborate to learn about your design preferences and arrive at a site design that best suits your business.
Creative Brief
Along with your personalized design concepts, you’ll receive a creative brief detailing the strategy behind each design.
Check out a sample here!
Collaborative Refinement
You'll work with your Project Manager to refine and "decorate" the design and layout based on your feedback.
Compliance Review
When we have direct compliance integration available, we’ll submit your site to your compliance team before launch.
Phase 3: Support
Training & Launch
We’ll train you on how to use your new site, keep it fresh and up-to-date and ready to share.
Follow-up Support
Two weeks post-launch, we’ll make any additional tweaks.
Premium Website examples:
With still images:
www.congruentwealth.com/
www.gabrielresendez.com/
www.glcapitaladvisors.com
www.cadencewealthpartners.com/
www.planningalliance.com/
With some personality on your team page:
www.aspirefinancialny.com/about-our-company
With video (You provide the video, we'll code in seamlessly):
www.theicg.com/
www.heimensenwealth.com/
www.sapphirewealthllc.com/
With video and added hours for extra bells & whistles:
www.wizdom1.com/
www.equitablesocal.com/
Premium Website Investment:
$2,995 One-Time Investment* + Premium Monthly (see below)
*Ask me about special pricing for a redesign of your current FMG website, or with certain affiliated broker/dealers.
With the Option to Add:
Tailored Copywriting (Highly Recommended)
$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.
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 your 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).
Paired with:
Premium Website Hosting/Tools
$149 per month*
*Ask me about any discounts through your Broker/Dealer or Affiliations and the pair with a Marketing Option!
- 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.
Premium Website Tools included:
- Lead Studio - Add interactive website forms with eBook/guides/Quiz pop-ups, sections, landing pages and page gating, to engage website visitors with a call to action!
eBook and Quiz Sections, Pops ups & Page Gating
eBook and Quiz Landing PagesGet 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- The ability to post blogs to your website and easily share via email/social media.
- Local Listings - Increase your chances to show up on the local Google map and have accurate contact information across 60+ online directories.
*If you'd like more than one of website tools above, Premium Website hosting below is a better value!
PLUS the option to add on:
- Accessibility Lock - Provide the best experience for visitors with disabilities.
- $49 more per month
- $49 more per month
- Additional Local Listings - Increase your chances to show up on the local Google map and have accurate contact information across 60+ online directories.
- $29 more per month (per additional location)
To take a test drive, check out "Premium Website Tools" on the navigation bar above.
- Click here to see all the possible interactive forms/sections you can place strategically throughout your website, download and take the quiz!
- See "eBook Landing Pages" and click on "View eBooks" for landing page examples, and fill out the form to download the eBook!
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.