The Forrest Group is a firm in Houston Texas specializing in life insurance, business planning, and estate planning. The firm frequently works with high-net-worth clients in the oil and gas and energy sectors, and they receive a significant number of referrals from third-party professionals like lawyers and CPAs, and trust officers.
Goals
The Forrest Group wanted a sophisticated website that would appeal to its affluent market and showcase the firm’s valuable resources and experience. At the time of this website development, the firm had several pieces of marketing collateral they wanted to showcase on the site, including videos, team bios, and graphics. Read more...
They also wanted to make the point that Forrest works well with other advisors without stepping on their toes. They’re confident in their role as a life insurance expert, and so they needed a website that presented that service to third-party professionals who might be looking for someone to assist their own clients.
What We Did
- Website Development
- Core Messaging Content
Deliverables
We created an infinite-scroll (or one-page) website for Forrest that allows them to showcase each element of their firm without overwhelming the user. Their website features two videos, team bios, client descriptions, a company history, services, and contact information on one continuous page. This website is a perfect example of how you can showcase a high volume of creative content in a manageable and appealing way. By breaking up sections with the firm’s favorite quotes, we created a site that allows users to easily scroll from section to section (or click from the top navigation bar) without feeling bombarded or overwhelmed by the content. Instead, this format encourages people to take in the entire website in a matter of minutes, flowing through each page almost like reading a magazine. Read more...
We included a section for “Trusted Advisors” in one of the first tiers under the category of “Clients.” By doing this, Forrest makes it clear that other financial professionals are not the competition, but someone to serve with their specialized expertise. Calling out other financial professionals on an advisor’s website can be tricky, so we also included content that describes how Forrest partners with other advisors to serve clients, highlighting the firm’s flexibility and teamwork when working with third-party professionals.
