1. Build quality content
A website full of useful educational content that solves peoples problems will always succeed.
Ready for a website makeover? Here's how we make it happen.
Start
Start with one of our hand-crafted design template (WordPress themes). Within each design template, there are two levels of design:
Choose the one that best suits your content and unique brand — as a basis for your website's look and feel. Check out all of our template live examples:
Browse Templates
Discovery
Contact us via email or a messaging app, so we can get to know your business and financial website goals, your advisory firm structure, offerings, investment approach and target market. We'll identify what you like and don't like from a design prospective. Suggest best practices, recommendations, images, menu and design ideas.
We will also ask you to download, fill in, and send us back our Project Discovery Questionnaire. To make the most of our discovery session, we encourage you to preview the Questionnaire in advance.
Detailed Quotation
Next we define the project scope to prepare for launch. All the previous discussions will be wrapped up in a formal proposal and quote for the project. Here we'll also discuss time frame for deliverables and payment plans.
Website Content Supply
Depending on the existing situation and/or your wishes, there are 3 different scenarios:
The images can be sourced and provided by you, or we can find some that best represent your business. Either way, it is supposed that you read through the Start-up Kit and supply us with everything we need.
It's important to know, this is the biggest roadblock when creating a website — if things are going to slow up, it will be at this point.
Design, Build, Content
With all the information needed, we can start formatting and designing your site using our years of experience in web design & development. We will work thoroughly to meet all of your design standards and requirements.
Adviser Webstyle implements your business into a website, not just fits your business into a chosen template…
Usually it takes 5-10 business days for building and proper testing the initial draft of your website before pushing it over to you for approval. Our goal is to get it 80% done, based on the information we obtain from our initial discovery sessions.
First Viewing
At this point, we're happy, now we need you to be. We'll send you a link to the development site and give you a rundown on what we've done. After previewing and testing the live demo, you tell us your thoughts and corrections and we implement those changes while guiding you of any pitfall that may occur with any suggestion you make.
Revisions & Edits. It is best to make notes about needed changes within 14 days to keep the site content and your revisions fresh in your mind. After the changes have been completed and customer-approved, we will move on to the final stage in our process.
Launch
All revisions are made and you're happy with our work. Now all that is need is to pay the final ⅔ of the invoice.
NOTE: You can host your website with any provider you choose.
The site goes live and we do some final procedures that can only be implemented on a live site. Your new website is launched onto the world wide web and you can begin to use it to promote your business. Exciting times!