I love this site and this brand.

I’m also biased; we developed this one.

SUMMARY:

• It’s compelling and hits people in their 50’s right in the “I’m Interested” bone immediately. Heck, I’m 47 and I’m excited.
• Bright, visually appealing, simple, clear
• Home page is intriguing and engaging – it gives me enough info to want to stay on this site and take action
• Showcases advisor right away and very well
• Friendly, professional
• Showcases depth of expertise in unique manner

SCORED OUT OF 5

ATTRACT SCORE = 2.5

• Isn’t ranking high – yet (was just launched)
• Has good SEO structure
• Need to set Google’s Local My Business listing
• Google analytics in place

INTRIGUE SCORE = 5.0

• Clear, simple, unique, compelling brand
• Navigation is interesting yet still intuitive
• Brand is well articulated and woven throughout site and it’s concepts, call-to-actions, and content offerings

ENGAGE SCORE = 4.5

• Has clear offer that’s easy to evaluate and sign up for
• Has tiered engagement, Tier 1 = free paper, Tier 3 = Ready for a Real Conversation form
• Could use a Tier 2 offer – an alternate offer/assessment to increase choice for consumer – a webinar, video, or assessment – something in between a free paper and a meeting request

INFLUENCE SCORE = 4.8

• Has blog, podcast and clear social links.
• Has email nurture sequence in place to move prospects through sales cycle
• Blog and podcast frequency are 5-6 per month combined.
• Social profiles are well branded.
• Extensive social sharing.
• Could use Newsletter for summarizing content each month/qtr