Premium Website
Let us help you create a website you LOVE with most collaborative, custom website design FMG offers!
Invest in the most comprehensive, custom website design experience, working closely with a Project Manager to fully personalize and "decorate" your website, with high-end 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 custom, high-end choices, with personalization, and 1:1 design help to get the website they truly want!
This design is typically a 6-12 week turnaround.

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 to unpack the styles and objectives you’re trying to achieve for your new website.
Phase 2: Delivery of Designs and Collaboration
Custom Website Design Concepts
Next, our design team creates 3 custom website design concepts that reflect your unique brand (like blueprints).
Creative Brief + Call
You’ll receive a creative brief detailing the strategy behind each design, then have a call with your project manager and designer to go through and select your favorite design. Together, we'll collaborate to finetune your design preferences for a layout to best suit your business.
Check out a sample here!
Collaborative Refinement
You'll work with your Project Manager to refine and "decorate" the design and layout based on their suggestions and your feedback.
Add Messaging ("the copy")
You'll choose from 3 options (or a combo of):
- Provide your own copy, to coincide with the design and layout
- Utilize stock copy, with possible limitations in options, like specific target content for example.
- Highly Recommended: Invest in Tailored Copywriting to work with an expert copywriter for more custom content within your design
Compliance Review
When we have direct compliance integration available, we’ll assist you with submitting your site to your compliance team before launch, or provide the format for your outside compliance.
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.
This design process takes roughly 6-12 weeks, includes up to 9 hours* of total time between calls and design time.
*Extra hours or an extension can be purchased if needed.
Premium Website examples:
The "Hero" is the prominent "eye catching" feature of the home page of your website. Below are examples with:
Still images, for a clean, simple yet impactful design:
(Choose from our collection and/or provide your own)
www.gabrielresendez.com/
www.supportivefinancial.com/
www.heimensenwealth.com/
www.haywoodassociates.com/
Specifically with Equitable:
www.ericasylviafinancial.com
www.mkfinancialsolutions.com
Video, for more of a "wow" factor, unique, modern design:
(Choose from our collection and/or provide your own)
www.mirusplanning.com
www.wallace-wealth.com
www.tidecrestwm.com/
www.magnoliawm.com/
www.novawealthguides.com/
www.truewealthadvisorsinc.com/
www.wizdom1.com/
www.onyxasset.com/
www.theicg.com/
Specifically with Equitable:
www.retirementpathadvisors.com
www.anastasiaassociates.com
www.equitablesocal.com/
Premium Website Investment:
$1,999 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
$49 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:
- Interactive website forms/lead magnets with eBook/guides/Quiz pop-ups, sections, landing pages and page gating, to engage website visitors with a call to action! (Especially for referrals and prospects not quite ready to speak with you!)
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 Capabilities- 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.
- Hub Pages - Interactive “Hub Pages” (based on what compliance has approved) that focus on a specific topic, such as college savings or capital gains, and includes an interactive element like a calculator to engage prospects, improve lead generation by demonstrating topical expertise and engagement, and lead to a conversation!
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!
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.