How to Customize and Publish Your Financial Planner Website
Help clients plan their future with a site that builds trust and invites action.
Your Financial Planner BrandPack includes a ready-to-launch website built for service professionals who guide clients through life’s biggest financial decisions. It’s clean, trustworthy, and flexible—perfect for growing your visibility without spending hours building from scratch.
Accessing and Navigating Your Website
- Log in to your Marketing OS dashboard.
- Go to Sites → Websites.
- Open the Financial Planner template—this includes Home, Services, Booking, Thank You, Terms & Conditions, and Privacy Policy pages.
- You can also pull in any elements from other BrandPacks to match your unique offerings.
Customizing Your Content & Design
- Your Photo & Bio
Upload a current headshot and write a short intro. Focus on who you help—retirees, families, small business owners—and how you serve them. - Client Testimonials
Swap in real quotes that highlight peace of mind, smart planning, and long-term growth. - Logo
Upload it using custom values in your settings. This automatically applies it to your site and emails. - Contact Info
Update your name, phone, and email in your Profile. These values will flow through the site automatically. - Colors & Style
Adjust your palette to match your brand—soft greens, blues, or neutrals work great here. - Pop-Ups
Use pop-ups for things like “Free Retirement Planning Checklist” or “Schedule Your Complimentary Session.”
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Domain Setup & Publishing
- Already Own a Domain?
Head to Settings → Domains, connect it, and follow the step-by-step instructions. - Need a Domain?
You can register one right inside the platform—common extensions like.comand.financeare available. - Publish Your Site
Once you’ve reviewed everything, hit Publish—you’re live!
Keeping Everything Updated
- Use custom values to update your logo or contact info once—it syncs across your website and marketing tools.
- Adjust pop-ups, SEO settings, or policy pages as needed.
- Revisit testimonials or your bio when your focus or services shift.
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Action Plan
- Log into Sites → Websites, and open your Financial Planner site.
- Replace sample content with your photo, services, testimonials, and branding.
- Upload your logo and update contact info using custom values.
- Connect or register your domain.
- Hit Publish and review everything live.
- Need help? Use the Help Request inside your dashboard.
Frequently Asked Questions
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