Plancorp is a financial services firm specializing in retirement planning for individuals and families, among other advanced financial planning services. Their expert team of wealth advisors works tirelessly to bring peace of mind to their clients so they can make the right money choices to ensure a healthy financial present and future.
We’ve helped Plancorp act on their mission through numerous projects, ranging from pay-per-click advertising, email marketing, graphic design, and more. Most notably, we collaborated on a Financial Wellness Assessment that allows users to uncover the most important financial steps they should be taking in under two minutes. Lynton’s creative forces, combined with Plancorp’s ingenuity, have led to great results from every campaign. The success of our strong partnership is why they opted to discuss a partial website redesign project with us.
After launching the Financial Wellness Assessment and its corresponding lead nurtures, Plancorp’s team wanted the primary CTA on their homepage to encourage users to take it. That’s when they recognized their entire homepage could benefit from updating. They specifically zeroed in on:
When brainstorming how to present their service offerings on the homepage best, our teams decided a new service page template was necessary to maintain cohesiveness throughout the website design. We approached these individual pages, along with the homepage, in the same fashion as other website projects:
Today, Plancorp’s homepage’s top module focuses on their assessment and the diversity of their clients, which, coupled together, is driving more people to take their quiz. Also, we modernized their homepage and service pages, sticking to their branding and messaging while adding our flair. Other updates:
