Website Case Study

Crown Wealth Strategies is a successful wealth management firm specializing in estate, business, and personal financial planning. They have a robust team that serves a few specialized markets, and they’re passionate about serving the Latino community in Texas. What really makes Crown Wealth stand out though, is the firm’s founder, Lizzie—she’s extremely personable and has a vibrant personality that makes her clients feel like family every time she interacts with them. She’s famous for her hugs, and her personal connection and dedication to her clients makes her a notable advisor among her peers.

Goals

Crown Wealth provides a unique and custom approach to planning, and they wanted to showcase all of the benefits of working with their firm, from their detailed process to their convenient client interface system. The firm wanted a website that detailed the many impressive aspects of its practice, including some of their satisfied clients and the firm’s many appearances in the press. Read more...

Because Lizzie and her client relationships are the heart of the firm and its success, the website also needed to highlight the client-advisor relationship and the personality Crown brings to the table.

What We Did

Website Development
Custom Graphics
Content Development

Deliverables

Crown Wealth needed a personable website, and custom photography is one of the best ways to do that. The pictures are what really make this site—every page has photos of Lizzie, her clients, the office, and of course—hugs! Photo shoots like this take a lot of time and effort, but they’re incredibly valuable, especially when you have a practice like Lizzie’s. Users on the website get a peek into the Crown Wealth world, and that creates an unparalleled connection point for new prospects. Read more...

This website contains a significant amount of content, but the Crown Wealth homepage provides a high-level overview so that if a user stopped here, they would have all the information they need to take the next step. This is important for any website because people don’t often read websites—they skim them. So no matter how much information a website needs to include, the homepage should be able to tell the entire story at a high level.

While FINRA currently doesn’t allow testimonials on an advisor’s website, agents are allowed to feature “client profiles” that include photos and names of actual clients (with their permission, of course). This is different than a direct testimonial because rather than the client saying, “This is what Crown did for us and we’re so pleased,” the website describes different target markets and gives real-life examples of each. The clients Crown featured on its site are all fairly well-known in their community, so this page serves as a powerful testimonial without breaking any rules.