Question 1

How much does a website for a registered investment adviser cost?

Accepted Answer

Engagements begin at $20,000+ for the build + 2-3 months of optimisation, with continuation on a monthly retainer for ongoing testing if agreed. The build fee is fixed before work starts, and larger scopes are priced upward from there. Break even typically sits within the first 6 months, or significantly faster depending on the size of the firm. For advisors, trust is the backbone of the business - it dictates referrals, and the image you present to the world. The impact of an improvement to your front-facing image can have multi-decade benefits.

Question 2

How long does an RIA website rebuild take?

Accepted Answer

Roughly ten weeks from benchmark to launch. Everything after that is continuous optimisation rather than a handover. Split testing runs for at least three months, because three months is the minimum honest window for reading a result. A faster launch usually produces a worse measurement, since the baseline is what makes the numbers mean anything.

Question 3

How do you measure whether the new website worked?

Accepted Answer

We install conversion tracking on the existing site and score it against a twelve point framework before replacing anything. That captures a baseline. Every change afterwards is measured against it. Without a baseline nobody can say what the new site actually changed, which is why most agencies cannot answer this question. Our experience within this industry specifically means we understand what stats to measure, and where the lifts can actually occur.

Question 4

Will a new website actually bring in more clients?

Accepted Answer

Some of our client engagements will give you the honest answer to this. Advisor Jetpack moved from a 1.6% to a 2.32% conversion rate to qualified consultations within 90 days of our website installation. Generational Wealth Plan moved from 1.85% to 2.9%. Both were measured against tracking installed on the previous site. We will not forecast your result before seeing your numbers, and the goal is something we will set together before embarking on our specialised work.

Question 5

What makes a website for an advisory firm different?

Accepted Answer

A prospective household compares three or four firms before contacting any of them. The website is not a brochure, it is the comparison. Most advisory sites describe a practice rather than win that comparison, and most were built by generalists who have never read a Form ADV.

Question 6

What size advisory firms do you work with?

Accepted Answer

Founder-led advisory firms managing roughly $400M to $1.5B, where households average $750k or more. Below that average the arithmetic stops working for the firm rather than for us. We are open to working with firms of all sizes when the project is right, but the website becomes higher ROI when the goal is attracting higher net worth prospects.

Question 7

How do you handle compliance and marketing disclosures?

Accepted Answer

We ask for your CCO in the first few weeks and treat them as the person the project has to survive, not an obstacle at the end. Disclosure requirements, testimonial rules and performance language are settled before development begins, because retrofitting compliance into a finished site is where these projects get delayed.

Question 8

Do you write the copy, or do we?

Accepted Answer

We write it. Copy is the part most agencies hand back to the client, and it is the part that moves the conversion rate most. You review everything and your CCO signs it off. We do work on positioning to make sure it aligns with how you want your firm to sound, and your values, as well as whether you prefer to opt for more public disclosure or a more private image.

Question 9

What do you need from our team during the project?

Accepted Answer

Less than you would expect. A kickoff conversation, your CCO's name, access to your analytics, and about an hour every two weeks for review. That review can sit with you or with someone on your team. We do not run design by committee, and we do not ask a founder to write their own page copy.

Question 10

What happens after the website launches?

Accepted Answer

We stay. Building a website for an advisory firm and then leaving is how most agencies work, and it is the reason most rebuilds cannot be measured. The continuation is continuous optimisation: split testing one element at a time against the original baseline. Most of the gain arrives in the first thirty days, then testing extracts diminishing returns across days thirty to ninety.

Question 11

Can you work with our existing brand?

Accepted Answer

Yes. Most firms have a mark and a palette worth keeping, and a website that does not do them justice. If the brand itself is the constraint we will say so plainly rather than quietly build around it, but that is the exception rather than the rule.

Question 12

Who owns the website when the project ends?

Accepted Answer

You do, in full. Where possible we build the redesign inside the platform you already use, including WordPress, so there is no content migration and nothing to hand over. We work in Webflow and in custom code as well, and the choice follows the client rather than us. The research and design process is always identical either way. Deploying your new site in the most seamless way possible is our priority.

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