Customized Solutions for LPL Financial Advisors

As a former financial advisor, I definitely understand how hard it is to deal with managing your current clients, focusing on growing your business, and dealing with compliance hassles.

My goal is to create tools for LPL Financial Advisors, that are straight forward, affordable, and will allow you to better service your clients and grow your practice. We have 2 simple plans to get you on your way, Web, and Web + Social Media.

Of course, we do a lot more, and you can add additional services as your practice grows.

GET A MODERN, MOBILE READY, LPL COMPLIANT WEBSITE IN AS LITTLE AS 1 WEEK

You don’t need to pay a huge price, or do it yourself, to have a nice looking, regularly updated website. We customize your site and set it up for you and your brand.

GET A MODERN, MOBILE READY, LPL COMPLIANT WEBSITE IN AS LITTLE AS 1 WEEK

You don’t need to pay a huge price, or do it yourself, to have a nice looking, regularly updated website. We customize your site and set it up for you and your brand.

STEP 1:

CHOOSE A PLAN

Choose a plan below or email us and we will create a custom plan that includes the services that you are looking for.

Better Than Nothing

$29 /MONTH
No Setup Fee

For the advisor or firm that does not have a website currently, or their website is old and has not been updated in a long time.

Free company domain (.com)

Modern, regularly updated website design

Built in research page with LPL’s Weekly Market Commentary, Weekly Economic Commentary, and Bond Market Perspectives posted the day it comes out

Free SSL certificate for encrypting your new website

Google Analytics

1 to 1 accountable support

Web

$49 /MONTH
+$99 SETUP

For the advisor or firm that is looking for a modern looking and mobile ready website to act as a great brochure when people search them online.

Free company domain (.com)

Choose from any of our website designs. We are adding more every month!

Free stock image library

Built in research page with all LPL Research posted the day it is released

Free SSL certificate for encrypting your new website

Google Analytics with custom dashboard

1 to 1 accountable support

Web + Social Media

$79 /MONTH
+$249 SETUP

For the advisor or firm with a social media presence, or that wants to be able to do more with their website to attract prospects, better service their clients, and use their website as a distribution channel for their content.

Everything from the Web plan plus:

Choose from any of our website designs or we will create one for you

Enhanced customizations (Integrate with your CRM, email integration, etc.)

Social pages created or modified to match your website (Facebook, LinkedIn, Twitter)

Content added to your website posted to your social media accounts automatically

STEP 2:

PICK A THEME AND PROVIDE US THE RELEVANT CONTENT

Choose your theme and your domain name. Depending on which plan you choose, you either select from one of our themes, we create a theme from your current website design, or you give us a sample website that you like the look of. Then you simply provide your content that will be needed to build out the site.

Here are a few examples. If you would like to see more, please contact us.

STEP 3:

WE CREATE YOUR WEBSITE AND SUBMIT IT TO YOU AS A PDF FOR UPLOADING TO COMPLIANCE MAX

We will create a sample website for you in a matter of days and submit it to you for approval or revisions. Once approved, we screenshot the site and you upload it to Compliance Max for approval. Once we have compliance approval, we will push the site live for you, setup analytics, and create the necessary dashboards, etc so you can track the results.

Tired of paying too much for a website that is not producing anything? Looking for same day service from a team that is accountable to you?