Financial Advisor Website Showcase: Let’s Plan!

Using our Fresnel framework, The Let’s Plan site uses a relaxed pastel color palette with creative graphics. Along with an emphasis on moving website parts that enhance a site visitor’s user experience.

The clean navigation menu ensures visitors/clients can easily find the information they’re seeking. The site’s visual appeal is both impressive and functional, guiding the eye to page critical page elements. The site also does a great job of helping visitors self-qualify, providing a section of the homepage that establishes what clients can expect by choosing Let’s Plan for their financial needs.

Below is our Q&A with Vaneesa, covering the history of the firm, the site’s design, and some of the strategies Let’s Plan uses. Read on to learn more, and discover inspiration for your own website. 

1. Can you tell us a little more about your services and the history of your firm?

We are an independent advisory practice in Canada. Our focus is integrated financial planning. This comprehensive approach considers all relevant aspects of a client’s financial life. It helps identify and examine the interrelationships across sometimes conflicting objectives and brings them into a cohesive plan to help achieve the best outcomes.

The ability to offer choice enhances our objectivity. Knowledge and expertise in implementing strategies and solutions from financial institutions people trust play a critical role in supporting our clients. It allows us to curate their financial life and create a living plan that aligns resources, capabilities, and ambitions. Our approach creates clarity and peace of mind.

The core members of our leadership team met in 2015. Building on a partnership to have experts support the bank’s investment and wealth subsidiaries, they tailored insurance solutions for the institution’s clients.

2. Blogs are good at gaining traction and bringing in new clients. How has your approach to blogging been so far? What led you to start blogging in the first place?

We blog with confidence, knowing the content is relevant, compliant, and credited. The platform has made it easy to update, and subscribers can count on trusted content in their inboxes. We started blogging because we are a finite resource, and not everyone is our client. Still, we like to share practical financial content people can use.

3. Your site is lovely with a wonderful art influence. How did you decide on this look? Was it your first choice or something you had to come back and think about?

Thanks for saying it is lovely. Great works of art require skill, deep insight, great depth of knowledge, and thoughtfulness. The same is true for financial planning.

The images reflect our belief that each client is unique. We tailor plans to support them in their success to help them face challenges and take on new opportunities. It requires out-of-the-box thinking while adhering to the formal principles in financial planning practices. We hope the site reflects that.

A good friend of our Founder teaches visual arts and media. They suggested searching for abstract images that reflected the 20th-century artist Henry Moore. That search landed on what makes part of the hero image on the site today.

4. Social media is integral to the growth of your online presence and overall marketing strategy. We noticed you’re active on LINKEDIN, do you have any plans to move to other platforms such as Facebook or Twitter? How do you approach your engagement on LinkedIn?

Our primary focus is to be of service to clients, which has also helped us grow. Clients love the work we do and how we support them; as a result, they refer us. Our intention for LinkedIn is to be a trusted resource – even if they are not our clients. We have other social media accounts to round out our online presence because many clients will direct message us this way, but it is not a focus.

5. Each of our website frameworks offers users a different experience. The LET’S PLAN site uses our FRESNEL FRAMEWORK to create a strong and unforgettable first impression. What went into the process of deciding which framework to use?

All the frameworks are great, and we relied on the experts in this area. After providing the initial draft copy and images and completing a consultation with the website designer, Perla, we knew she understood what we wanted to accomplish. Leaving it up to her to recommend what she thought best was an excellent decision.

6. If you could give other advisors any advice on redesigning or creating their website, what would it be?

It helps to understand your value fully. For us, we wanted to articulate our client-centric value proposition. We bring order, accountability, objectivity, proactivity, knowledge, and partnership.

Whatever it is, make your message clear, so your vision shines through. This helps the team of experts turn ordinary into extraordinary.

7. How has your experience with Twenty Over Ten been so far?

The ability to make updates is smooth and easy. The one-click compliance submission for archiving is only one small reason to look at what is offered.

8. Your firm has a very planned-out approach to helping your clients using 5 steps, has this always been your approach? If not, what led you to do it this way?

Thanks. The process is essential for us, and it helps us do our best work and makes sure we have addressed all areas of planning. Our clients understand that a well-planned approach is a better understanding and better outcomes for the client. Our engagement reflects their priorities, and it is a win-win.

9. If you could make a federal holiday for anything, what would it be and why?

Make Heritage Day an official federal holiday. Understanding our heritage and history plays a valuable role in preserving and conveying our nation’s story. It encourages unity and identity while promoting a greater understanding, inclusion, empathy, and belonging.