Questions advisors ask

FMG or Twenty Over Ten vs. a Custom Advisor Website

FMG or Twenty Over Ten vs. a Custom Advisor Website

FMG or Twenty Over Ten vs. a Custom Advisor Website

Use a template platform if you need a compliant site quickly and cheaply. Choose a custom website when looking different from other firms is how you win clients.

Use a template platform if you need a compliant site quickly and cheaply. Choose a custom website when looking different from other firms is how you win clients.

By Josh Passler, former financial advisor. Published

FMG, which now includes Twenty Over Ten, and Snappy Kraken give you advisor-specific templates, archiving, and compliance workflows for a monthly fee. That fits a new solo practice. The tradeoff is that many advisors use the same templates, so firms end up sounding and looking alike.

For a planning firm with 5 to 10 employees and $100M+ in AUM, prospects are often comparing you against two or three similar firms. Your site has to make the difference obvious. A custom build gives you your own positioning, copy, and design, and you usually own the site outright. It costs more up front and takes longer.

FinArt Studio’s Website Redesign starts at $12,500. The Free Website Scan shows whether your current platform is holding you back before you spend anything.

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Cover your logo. Could your homepage belong to the firm down the street?

Cover your logo. Could your homepage belong to the firm down the street?

Cover your logo. Could your homepage belong to the firm down the street?

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