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Recent Project: Website for Asset Manager WestEnd Advisors

Recent Project: Website for Asset Manager WestEnd Advisors

New Website for RIA WestEnd Advisors

This is the logo for the website for RIA WestEnd AdvisorsWestEnd Advisors is an RIA in North Carolina specializing in top down macroeconomic investing. Due to the scope of work, we partnered with Ulicny Financial Communications and Strategy to revamp their old website and brand messaging.

How we Helped

There are lots of firms that design websites – some even specialize in investment manager, mutual funds, and financial advisors. Ulicny’s has deep experience in financial marketing and we posses unique insight into the investment industry. Because of our collaboration, we were able to distill WestEnd’s particular style and philosophy into meaningful messaging for each of their client verticals.

The first part of the project was to work on their brand messaging. The goal was to position the firm’s unique attributes in a way that would be attractive to the broker / dealers and Wirehouses that are their customers. Especially relevant, was the need to make a strong case to the gatekeepers at the parent firms as well as the advisors that would be allocating client assets. It was an interesting challenge to make the material sophisticated enough to gain acceptance while remaining accessible to the rank and file.

With the messaging in place, the next phase was to refresh the website. First of all, we created custom graphics and layouts that emphasized the data driven focus of the firm. Because of their multi layered strategy it required several iterations to distill into digestible nuggets, but we got it done. As a result, we kept the structure of the site simple and easy to navigate, while still being informative.

In conclusion, the success of any project is a direct result of the caliber of the parties involved. Our team of vendors, along with the clients, collaborated across thousands of miles to achieve the goals.

Websites for RIAs and Asset Managers

If you’d like to get better results from your website, digital marketing, and print communications maybe you should contact us? You’d be hard pressed to find a team better suited to grow your AUM while efficiently serving existing clients. Most of all, we love a challenge!

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Help Fight Hosting Deficiency Syndrome

Help Fight Hosting Deficiency Syndrome

Help Fight HDS #thereishope

About Hosting Deficiency Syndrome

Hosting Deficiency Syndrome (HDS) is a serious problem plaguing the WordPress community. Symptoms include slow page load times, the need for caching plugins, poor security, out of date WP installations, terrible customer service, and more.

Fortunately there is hope.

The treatment for HDS is Managed WordPress hosting from www.GetFlywheel.com. Their dedicated team of hosting professionals will migrate your site for free and have your website operating better in no time.

If you, or a company you know suffers from HDS, please contact them today.

About Flywheel

Hosting Deficiency SyndromeFlywheel is an amazing WordPress hosting company based in Omaha, Nebraska (AKA The Silicon Prairie). They do an awesome job of managing WordPress hosting for design firms like us at Workshed.com. If your website is built on WordPress, check them out (Also they do free migrations, which is very, very, helpful).


CONTACT FLYWHEEL

 

About Workshed

We approach design, marketing, and websites from a business owners perspective. Sure, we love cool tech just as much as the next geek, but we know that providing solutions to real business problems is a better way to provide value.

CONTACT WORKSHED

 

Kitchen Electric Testimonial

Kitchen Electric Testimonial

Great Clients = Great Projects

Now that their site has been up and running for a few months, we asked Paul and Sara Kitchen, owners of Kitchen Electric in Washougal, WA to share their experience of having a website built by Workshed.

Thank you Paul and Sara for sharing your thoughts!
Here is a more comprehensive account of what we did for them.

How to Pick Your Next Blog Post Topic for Financial Advisers (and other Businesses)

How to Pick Your Next Blog Post Topic for Financial Advisers (and other Businesses)

How to Pick Your Next Blog Post Topic for Financial Advisers

How to pick your next blog post topic for financial advisersWriting a blog post with any regularity is challenging.  Writing for your business needs to generate results in order to justify the investment in time and effort.  A few years ago one of the companies in my portfolio was in the news and I wrote a post about my thoughts on the potential consequences. Mainly I did it because I was sick of repeating myself to clients on the phone so I thought that writing a blog post about it would save me some time.  While it may have saved me a little time and prevented some boredom, it wasn’t until several months later that I discovered the real benefit.

The Long Tail

One afternoon while I was checking my blog stats instead of making calls, I noticed some search traffic related to the investment I had written about months before.  It wasn’t much, but it was the first time I’d noticed organic traffic for something so specific.  For months I’d get a hit or two every few days, nothing significant, but it was consistent.  I didn’t realize it at the time, but I’d stumbled on to what’s now commonly referred to as “long tail keywords.”

By this time I’d already read Chris Anderson’s book, “The Long Tail: Why the Future of Business is Selling Less of More,” but I didn’t connect the dots between selling things and search terms.  Essentially its the same thing. People are searching for something they want, be it products or information.  Similar to the way you can find almost any product on Amazon…Google does the same for information.

Why It Matters

Google has an army of brilliant engineers trying to make sure you get good information when using their search engine. If you write something that is relevant to a question someone asks in Google you stand a good chance of getting found…assuming the question they are asking is specific enough IE a long tail question.  In the example I used earlier, the particular investment I wrote about wasn’t well known, and when people started searching about it, there wasn’t much information available so my blog post was ranked high enough in the search results to get read.

Leveraging the Long Tail

I blogged sporadically over the next few years, but in 2013 I put what I learned about long tails to good use.  An investment in my portfolio was making plans to go public and the information they were providing was vague and confusing.  Recalling what I had observed a few years prior, I tried to identify questions people would be asking about the investment.  Whenever the company released new information, I’d write a blog post.  Eventually I created a special page on my website so people could easily read through all the information I’d collected.

Yreka!

At one point in my little experiment, I was ranked on the first page in the search results and I was getting over 500 page views a day.  I realize that this isn’t much traffic in the grand scheme of things, but these were people who had no idea who I was…and they were asking me for advice.  Some of my posts from that period had dozens of comments which led to multiple phone conversations with people who needed my help.

Your Turn

The next time you are trying to pick your next blog post topic, be sure to check your analytics to see if there are any search terms you can use as a starting point.  If you don’t have that kind of data (contact me), try to recall recent questions from clients.  Is there something there you can write about?

Let me know how it works for you, I’d love to hear your stories or answer any questions.

If writing blog posts isn’t your thing that’s cool too, we’d be happy to do it for you! Email us at adviser@workshed.com and we can set up a time to talk.

Latest Project: Mutual Fund Website Design for Bandon

Latest Project: Mutual Fund Website Design for Bandon

UPDATE:

Bandon Capital Management was acquired by Logan Circle Partners in late 2014. The beautiful website we spent months building was unceremoniously retired as part of the transaction.

Mutual Fund website design made easy

Mutual Fund Website Design for BandonPublicly communicating anything in the investment world is difficult to do (but we know how to do it, more here), and creating a website that is both informative  and visually stimulating the primary objective for our client.  Bandon Capital Management is a pioneer in the investment (absolute return long – short bonds if you are wondering) world and they’ve taken that same approach to their website design. Eschewing stock photos and cliche images of old men in suits, they opted for a design that was fresh, modern, and full of custom graphics and images.

A few details

In addition to good design, they had a few other requirements to make their website compliant with FINRA.  One of those was the ability to make certain content only accessible to financial professionals, but still be easy to use and maintain.  To accomplish this we customized a lightweight membership plugin to keep it simple, yet still do the job. The other was a separate section for BandonFunds.com that used the same data base, but didn’t run afoul of the regulators (how we accomplished that was a challenge!)

Another interesting add on was a quiz to test visitors knowledge of Long – Short debt.  It’s a fun and clever way to help educate people on what they do without being boring. A nice little add on is the ability to share results with your friends (or not if you didn’t do so well).  Take the Long – Short Challenge.

Great clients make great projects

All in all it was a great project to work on.  The team at Bandon is very knowledgeable, yet they allowed us to use our expertise to help communicate their message.   We look forward to continuing our relationship as we move into an ongoing marketing role where we’ll help create content and continue to broadcast their message with the goal of attracting more investors in the fund.  (If you are worried about the possibility of rising interest rates, give them a call or tell your broker to look at BANIX)

What do you think?