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30-Day Money-Back Guarantee

This course includes:

  • 1.5 hours on-demand video
  • 4 articles
  • Full lifetime access
  • Access on mobile and TV
Business Entrepreneurship Financial Planning

How To Build A Professional Financial Planning Website

The simple step-by-step guide to building a dynamic website that turns visitors into more financial advice leads.
Rating: 4.5 out of 54.5 (11 ratings)
1,790 students
Created by Rich Peterson
Last updated 7/2018
English
English [Auto]
30-Day Money-Back Guarantee

What you'll learn

  • Build your own financial planning website
  • Easily update your website
  • Post blog posts
  • Post your content on social media
  • Add additional functionality to your website

Requirements

  • If you can use Facebook, email and other web apps, you shouldn't have any problems getting started.

Description

Would you like to create a financial planning website for your business?

Have you been held back by:

  • Not knowing the best platform to use to build your site
  • Being unsure about what content to include
  • Not feeling confident in your design skills
  • Thinking a website will cost too much?

---

This course lays out the steps for starting a financial planning website from choosing & registering a website name through to adding a booking page.

This course will lead you step-by-step through the process of:

  • Choosing a name for your website
  • Registering your domain name
  • Finding your way around the website builder
  • Knowing what content to include
  • Adding power-ups to your website
  • Marketing your business & new website

Even though this is a simple course, it provides a step-by-step look at how you can set up your financial planning website in a few short hours. I welcome your feedback and look forward to helping you get your financial advice website set up for success!

---

Have I missed a topic you would like covered?

Have a question relating to the course?

Message me here on Udemy!

Please don't forget to leave me a comment and a rating, every little bit of love helps :)

Who this course is for:

  • Financial advisers
  • Financial planning staff
  • Business owners
  • Admin staff

Course content

4 sections • 19 lectures • 1h 40m total length

  • Preview01:09
  • What You'll Need
    00:06

  • Preview04:22
  • Preview09:18
  • Navigating the simple website builder - Part 1
    09:14
  • Navigating the simple website builder - Part 2
    13:40
  • A client's look at a typical financial planning website
    09:16
  • Recommended framework
    06:42
  • Setting up a financial planning blog
    09:24
  • Setting up email (the simple way)
    04:59
  • Starting an email newsletter
    03:39

  • Automate a one-year education series for your clients
    02:33
  • Build an online booking page for your financial advice practice
    03:47
  • Save time on updating social media
    02:55
  • 21 places to find quality photos for your website (for free)
    02:15
  • Create an intro video for your business in under one hour
    04:40
  • Build a job / careers page to attract quality candidates
    01:39

  • 51 ways to market your financial planning business
    10:48
  • Next Steps
    00:31

Instructor

Rich Peterson
Udemy Teacher of 25k+ // Founder @ Generous Work
Rich Peterson
  • 4.0 Instructor Rating
  • 858 Reviews
  • 28,519 Students
  • 25 Courses

Rich Peterson is the founder of Generous Work, where he helps people create meaningful, profitable and highly useful businesses through innovation & design.

He is passionate about entrepreneurship, innovation, marketplaces, collaborative consumption, design that works and, of course, his family. When he's not consulting, teaching, working on side projects or lending money to people in third-world countries (through Kiva), you'll find him reading, playing beach volleyball or mastering the art of surfing backwards.

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