
Bill is building a coaching practice after many years as a successful financial advisor. He came to me with a site that was unnecessarily complicated, and clearly not performing as a marketing tool for his business. As he worked with Suzanne Falter-Barns to refine his brand, I worked to develop a new look and feel for his web presence with a logo that had been developed for his recently-published books. We also added a blog and an ezine to the mix.
The result is an elegant, highly usable site that better reflects Bill and his business, as well as his offerings that help financial planners develop "a concierge-level practice."

