The Financial Advisors Network :: Content Map



Sample Content Worksheet :: Navigation and Content Ideas HYPERLINK "" HIRE US TO CREATE CONTENT FOR YOU!Discovery Notes:BD/Custodian: Client Login(s): Niche/Target: Image Theme: Check out DepositPhotos. Important Items: Recommended Navigational StructureThis is our standard (recommended) menu structure outline. Which is what we strongly believe solves the delicate balance of SEO (search engine content) and investor desires (who, what, why, and how) content. See content ideas below. Feel free to change, add or disable ANY of the menu items.Home HomepageAboutWhy Us? (benefits)Paste in your content here.Meet the Team (bios)Paste in your bio(s) here.Our Clients (who we work with)Paste in your content here.Our Process (initial steps for new clients)Paste in your content here.Our Fees (fee structure)Paste in your content here.Strategic Alliances [build credibility with custodians, riskalyze, reporting/ wealth portals, partnerships (cpas, attorneys), memberships (cfp board, fpa, napfa, ect)].Paste in your content or logos here.Services (very important for SEO! Most people google a service + location.)Financial Planning?Paste in your content here.Investment Management?Paste in your content here.College Funding?Paste in your content here.ResourcesNewsletters (send PDFs)Send PDFsFAQ (commonly asked questions and answers)Paste questions and answers here.Videos (MIAGD to provide samples)Paste links to videos on YouTube or Vimeo here.News & Web Links (MIAGD to provide. Feel free to adjust.)Blog (integrated within your site)Disable able for now? Or send article(s).Contact (info, map, directions & contact form)General Content IdeasWhy Choose Us? (under About menu tab)Pick 3-5 to use as Headers, then paste a paragraph of content below the headers for each.IndependentFee-OnlyComprehensive / CompleteExperiencedGoal-orientedFiduciaryFlexibleBoutiqueSophisticated Team / AdvisorZero conflicts of interestRIA / IARCFPPersonalized / Customized InvestingActive / Passive StrategyClient-First StructureProcess? (under About menu tab)Pick one term for each step in your process, then paste a paragraph of content below each term.Discover | Listen | Understand Your GoalsPlan | Analysis | Advise | Design | Present | CreateInvest | Implement | Asset Allocation | Invest | Create | Follow ThroughMonitor | Evaluate | Rebalance | Maintenance | GuideMeet The team / Meet Your Advisor? (under About menu tab)This outline should help with creating your bio(s):NameTitleResponsibilitiesAcademic degree(s)/College(s)Professional designationsAny special recognitionNumber of years in the finance industryWhat you prior to your firmAny volunteer work/organizationsTwo activities you enjoy outside of workHometown and immediate family membersClients? (under About menu tab)Pick 3-5 to use as Headers, then paste a paragraph of content below the headers for each.Individuals & Families (High-net-worth and ultra-high-net-worth)Retirees (pre & post)Entrepreneurs & Business OwnersInstitutionsWomen In Wealth | WidowsMultigeneration Families | Family OfficeProfessionals, Doctors, Entertainers, Pro Athletes, Young Professionals, ect.ExecutivesNonprofit organizationsEndowmentsPrivate Clients | Institutional AdvisorsWealth Builders | Wealth Preservers | Legacy PlannersFees? (under About menu tab)Investment Management % structurePortfolio Consulting | Financial Planning | Hourly ConsultingStrategic Alliances? (under About menu tab)List your partners. Provide a paragraph for each. I can find and crop logos.Custodian / BDWealth portal providers3rd party services | RiskalyzeStrategy Groups | DFA, Active Groups Certifications | CFP, AICPAAssociations | NAPFA, FPA, Fi360Local GroupsAccounting | Attorneys | Insurance/AnnuitiesServices? (This is very important for SEO! Most people google a service + location.)Financial PlanningInvestment / Asset ManagementWealth ManagementCharitable PlanningTransitional PlanningOther services | Estate, college, tax, insuranceWEBSITE NOTES (examples)Disable blog for now.Disable social media icons for now.Homepage: Swap out CFP logo with… ?MAX TEMPLATE HOMEPAGE LAYOUTFeel free to adjust as needed.{Image Ideas?}An Independent, Fee-OnlyFinancial Advisory Firm.[BUTTON]HeaderTextList itemList itemLean More {Image Ideas?}{Image Ideas?}HeaderTextList itemList itemLean More Simply Better Financial Advice Why Choose Us {Small image}Header Text---Teaser text content.[Link To?]{Small image}Header Text---Teaser text content.[Link To?]{Small image}Header Text---Teaser text content.[Link To?]Let's Get AcquaintedWe provide comprehensive financial solutions for entrepreneurs, investors, professionals and retirees. We have a unique understanding of our clients' challenges and opportunities.{Logo}Contact Phone: (555) 555-5555 E-Mail: info@Clients Account Access Wealth Portal{BrokerCheck}Securities offered through [ your Custodian / BD ]. Member FINRA/SIPC.Copyright ? 2017 Your Firm | Admin Login | Powered by AdvisorFlex ................
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