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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.
4.3 (5 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
1,718 students enrolled
Created by Rich Peterson
Last updated 12/2016
English
$10 $25 60% off
4 days left at this price!
30-Day Money-Back Guarantee
Includes:
  • 1.5 hours on-demand video
  • 4 Articles
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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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?

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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!

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Have a question relating to the course?

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Who is the target audience?
  • Financial advisers
  • Financial planning staff
  • Business owners
  • Admin staff
Students Who Viewed This Course Also Viewed
What Will I 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
View Curriculum
Requirements
  • If you can use Facebook, email and other web apps, you shouldn't have any problems getting started.
Curriculum For This Course
Expand All 19 Lectures Collapse All 19 Lectures 01:41:00
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You've started, congratulations!
1 Lecture 01:09
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Building your financial planning website
10 Lectures 01:10:42


Support
00:08

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
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Power-Ups
6 Lectures 18:02
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)
02:28

Create an intro video for your business in under one hour
04:40

Build a job / careers page to attract quality candidates
01:39
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Bonus Lectures
2 Lectures 12:06
51 ways to market your financial planning business
10:51

Next Steps
01:15
About the Instructor
3.9 Average rating
482 Reviews
21,682 Students
28 Courses
Udemy Teacher of 20k+ // Founder @ Better Systems

Rich Peterson is the founder of Better Systems, 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, selling over $1.7 million dollars of books 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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