Team Duncan Financial

Team Duncan Finacial Logo

Subcontract Project, July 2018

0 Sleezy Sales Gimmicks

Support Provided:

  • Website design & development
  • WordPress training

Capturing the Team Duncan Difference.

In an industry riddled with salespeople peddling product after product, Eric and Amy Duncan of Team Duncan Financial are committed to doing things differently. With that mission came the task of transforming their business with the help of marketing coach, Meghann Conter.

When it came time to build a website matching their new service model (which focus on advice-based, comprehensive financial life planning for couples), Meghann and Team Duncan Financial enlisted my design support to make their visions a reality.

Gaining control through a website with heart.

Amy and Eric’s old site was a dated, company-issued site that they had no control over. They felt that it didn’t set them ahead of the competition; that potential clients were less than impressed with their digital footprint. “We were completely overwhelmed with managing our website, training to do it all, and seeing little to no results to our bottom line” Amy explained. The couple badly carved a site they could personally manage and that was also modern and functional.

I translated the foundation they laid with Meghann (as well as the team’s gorgeous brand photoshoot) into a WordPress design that stepped outside what you’d expect of a traditional finance website in order to show off the best of Team Duncan’s warth, energy, and values.

Designed with a marketing mindset.

n this new iteration of their business and brand, it was important to Team Duncan that they A) Created lasting, meaningful value for their audience, and B) They had the ability to build a mailing list of contacts who they could continue to deliver that value to for years to come.

As part of their build, we incorporate a lead magnet opt-in feature at the top of the website homepage, and a landing page where couples could access a simple and effective tool to help improve their conversations around money. The landing page integrated perfectly with Team Duncan’s email marketing automation platform. “Holly completely took the task off my plate, offering immediate relief” Amy shared.  “Now I can focus on developing relationships with clients and prospects.”

It was all part of the roadmap they created with Meghann, who upon our launch of the site exclaimed “This website is beautiful, functional, and reflects the essence of their uniqueness!”

Team Duncan Finacial Website

Training on the essentials keeps Team Duncan agile.

Once we launched the new Team Duncan site, it was important to me that they not only had full control over the new WordPress site, but that they weren’t left feeling helpless when it came to navigating it’s backend.

That’s why I provided Amy the training and coaching she needed to master the website’s dashboard, and functions that would allow her to customize the website as the brand continued to evolved. As Amy put it, “Holly added the personal touch by actually spending time to educate me and let me know where she can support my business going forward. I highly recommend her services”  

By the end of our training, she was able to make changes such as adding blog content and managing the page editor to make adjustments across the website.

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