MPM Wealth Advisors: A website the firm owns, built to be found
Website Development & Design
Falcon Consulting moved a 30-year-old wealth management firm off an out-of-the-box platform that was underperforming, to a new site the firm owns and can change quickly.
The problem
A platform that fit a small team, and a firm ready for more
The firm's website lived on an out-of-the-box platform that suited a team without a marketing function but was underperforming. As the firm's goals grew, the site needed to be faster, owned by the firm, and built to be found in search and AI answers.
The approach
Strategy first, then a new home for the site
- Strategy. A written strategy and roadmap defined the firm's customers and partners, then set the website decision against them.
- A new site. New website with team, bio, and new blog posts, customized resource pages, and conversion-focused contact page.
- Ownership. The website and email platforms belong to the firm, and so does the content on them.
- Lead capture. A contact form that asks where each lead came from, with scheduling built in.
- Measurement. Analytics and Search Console set up from day one, so every lead could be traced.
The results
A site that brings in business
The firm now has a fast, original site that it owns, that search and AI tools can read, and that has started producing leads.
- 4x+ Contact form visits in the first three months after launch
- 100/100 SEO site health score
- Less than 60 days From plan to launch
Snapshot
- Client
- MPM Wealth Advisors, a wealth management firm in business for 30 years
- Services
- delivered across the project:
- marketing strategy and roadmap
- website development and design
- copywriting and editing
- SEO/AEO optimization, including local search
- email marketing and automation
- lead capture and scheduling setup
- analytics and tracking setup
- speed and accessibility optimization
- domain migration, redirects and launch support
- graphic design and creative development
- Falcon's role
- lead strategist, fractional CMO, design, development, copywriting & editing
Want results like these?
Book a free 30-minute call and leave with concrete next steps.