Client Website Launches and Features from the Modern Earth Team
Is it lunchtime yet?
A good website captures the client's Unique Value Proposition. A great website also captures the client's Unique Personality - and our site for Senior Financial Planning Advisor David Bardal tells you a lot about David, his team and his philosophy in financial planning.
His office is full of photos - the perfect metaphor - as explained on his webpage devoted to explaining his "process" of advising his clients. From the exploratory meetings through the complete cycle to the annual review - David presents a clear vision of how he and his team work with his clients.
A dedicated client log-in portal allows David's clients' a secure way to access their personal financial information, and the page of Links and Resources provides a wealth of information, and the News & Events keeps prospects and clients well-informed.
David Bardal and his team believe in developing a full-color client relationship, moving beyond a 'black and white" understanding of numbers to help their clients achieve their goals and have a picture perfect retirement. Their website captures that warmth, and the focus and expertise that is the heart of their very successful practice.