Frequently Asked Questions

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The Best Website Designs

FeeOnlyMarketing.com distinguishes itself through a unique approach. Unlike other providers, we deliberately avoid proprietary technology and standard templates. Instead, we harness the power of the latest cutting-edge technology, including modern open-source software. This strategic choice empowers us to create websites that stand out with unparalleled flexibility, features, and customization. This commitment to innovation ensures that your website remains future-proof. Modern open-source software allows for seamless updates, keeping your online presence aligned with evolving trends and user expectations. This dynamic approach guarantees that your website will not become outdated, providing a lasting and valuable investment.

By utilizing open-source technology, we eliminate the constraints of proprietary platforms and the limitations of standard templates. This freedom translates into a unique and tailored website. Our expert design team leverages this flexibility to craft captivating visuals that engage your target audience and leave a lasting impression. Our open-source approach to technology translates into a competitive advantage for you. We can integrate the latest features and functionalities seamlessly, offering a comprehensive user experience that enhances client engagement. Whether it’s interactive tools, intuitive navigation, or personalized content, our websites are designed to captivate and convert visitors into loyal clients.

We understand the importance of a seamless transition when it comes to migrating your website from another hosting company. Rest assured, we’ve got you covered every step of the way. Transitioning your website to our platform is a breeze with our expert team at the helm. Here’s how we handle it:

  1. Seamless Content Migration: Worried about losing your existing graphics and content? Fear not! Our team will meticulously migrate all your valuable content and graphics to your new website. Whether it’s images, videos, or textual content, we ensure that everything you want to retain will carry over seamlessly to your refreshed new website.

  2. Preserving Page URLs: We understand the importance of maintaining consistent URLs, especially for pages that receive high traffic or are linked to by other sites. Our team takes special care to retain the URL page names during the transition process. This ensures that your website’s SEO efforts remain intact, and your visitors can easily find the content they’re looking for without any disruptions.

  3. Attention to Detail: Every aspect of your website transition is handled with the utmost attention to detail. From ensuring proper formatting and functionality to optimizing load times, we leave no stone unturned to make sure your website performs flawlessly on our hosting platform.

  4. Dedicated Support: Have questions or concerns during the transition process? Our dedicated support team is here to assist you every step of the way. Whether it’s technical assistance or guidance on best practices, we’re just a phone call or email away.

  5. Customized Solutions: We understand that every website is unique. That’s why we offer customized solutions tailored to your specific needs. Whether you require additional security measures, performance optimizations, or integration with third-party services, we’ve got the expertise to make it happen.

You can make the switch to our hosting platform with confidence, knowing that your website is in capable hands.

If you cherish your current site, we’re thrilled to work closely with you to artfully refine and optimize it. In most cases, our Fee-Only SEO (Search Engine Optimization) techniques will seamlessly integrate in your existing website.  However, in the ever-evolving digital landscape, technology advances and design trends continually reshape the online experience. If your current website has been a steadfast companion for more than three years, consider the immense opportunities that a refreshed online presence can unlock.

We enthusiastically encourage you to explore the potential of a new website, one that not only embraces the latest design standards but is also attuned to the diverse array of mobile devices that populate today’s digital world.

Whether we embark on a new creation or build upon your cherished foundation, rest assured that FeeOnlyMarketing.com’s commitment remains unwavering. Our dedicated team is adept at weaving innovation, aesthetics, and functionality into every corner of your digital domain. We create more than just websites; we curate engaging experiences that captivate your audience and fuel your professional success.

If you choose to create a new website, we extend complimentary hosting services, ushering in immediate savings. versus what you are paying for now. Remember, the ultimate decision lies in your hands. We are here to collaborate, guide, and bring your aspirations to life, ensuring that your digital journey aligns seamlessly with your distinct preferences and objectives. 

Yes. Many providers use proprietary systems & pre-built templates that restrict your ownership. We do things differently. We design your website using open-source technology, so you have the most flexibility, own your website design and can have full access to it.

Yes. Our websites are built using modern open-source software that allows for easy updates, features, and customizations. If there are some unique or out of the ordinary requests, you should discuss them with us prior to signing up to any particular marketing plan. If we are required to license additional technology to accommodate your unique request, we will discuss this with you in advance and will only charge our licensing costs – if any. We have found this situation to be rare and can accommodate almost any request through our modern technology platform for no additional fees. 

Yes. When we design or refresh your website, we guarantee a Google grade of at least 90% and GT Metrix rating of an A. As such, you will get more traffic and more leads. 

No. If your sole goal is to achieve the highest Google search ranking, we can tell you that it is the surest way you will overspend and attract non-qualified and time-wasting leads.

We guarantee our services, and our algorithms are designed to bring you motivated qualified leads. We’re so confident in our ability– we also guarantee a 100% ROI within the first year, and if we don’t deliver, we’ll give you a second year for free.

Yes.

Each marketing plans include Free Managed Hosting and Unlimited Bandwidth both of which are sized appropriately for the size of your firm.  

Free Managed Hosting includes Unlimited Bandwidth with limits of no more than 50,000 files (or data structures such as folders) or no more than 50GB of disk storage. Active website connections are limited to 50 individual connections and 100 active processes. In the event these limitations are exceeded or Unlimited Bandwidth usage or Website traffic results in a tangible risk to the stability, performance, or uptime of our services, your Website may slow down or not be served until more resources are added. In our sole discretion and in rare instances, exceeding bandwidth limitations or active website connections may require to you pay an additional nominal fee.

Yes.

Although it is important to understand that all websites are susceptible to hackers/malware and viruses, we utilize industry-leading tools to protect your site. Our tools include server protection for denial-of-service attacks and automated third-party software tools that screen for SPAM, malware and other cyber security issues. If your website is ever attacked, we will work 24/7 to get you back-up and running quickly. 

Yes. We ensure compliance with ease by using our Fee-Only content, carefully crafted to adhere to SEC, accounting standards, and bar association marketing rules. With automated backups, we ensure data security and effortlessly meet the requirements of SEC Rule 204(2) and 17a-4. Unlike other website firms, so long as you remain a client, we will fully support SEC audits at no additional charge. 

Powerful Lead Generation

Once you sign up for our plan, the journey to strengthen your online presence begins. It typically takes about 30 days for our team to design and launch your new or revamped website. During this time, we integrate our fee-only SEO techniques to optimize your site’s visibility. Simultaneously, we put your agreed-upon marketing plan into action. Unlike other marketing firms that rely on SPAM-type emails, our strategies are focused on creating long-term, sustainable traffic and attracting high-quality leads.

We understand your anticipation to start receiving leads. We’ve found that new leads often begin coming in around 90 to 120 days after your website launch, and they tend to be highly motivated prospects. However, please keep in mind that depending on your target geography and niche, this timeframe might extend a bit. It’s important to acknowledge that building a robust pipeline of qualified leads takes time and patience. Typically, most professionals start closing leads within a six-month period. The key is to stay committed to the process, and as your online presence strengthens, the leads will steadily flow in.

We utilize a systematic approach to ensure fair lead allocation among our Fee-Only professionals.

We begin by understanding the needs and preferences of potential leads. Leads are initially allocated based on the type of professional they are seeking (e.g., financial adviser, accountant, or lawyer) and then by their desired geographic region. Once we have this information, we employ sophisticated software algorithms and techniques to match users with the professional who best suits their requirements.

Our commitment to equitable lead distribution extends to periodic reviews of lead generation traffic. We make necessary adjustments to our algorithms and strategies to guarantee that every member receives their fair share of leads. This approach is applied to both website searches and calls to our 1800ADVISER.COM number. By continuously refining our lead allocation methods, we ensure that our professionals have the opportunity to connect with potential clients who are genuinely interested in their services.

FeeOnlyMarketing.com employs data-driven strategies to generate targeted lists of potential clients. We leverage demographic, geographic, and behavioral insights to design websites to target individuals who are most likely to be interested in your financial, accounting, or legal services.

Benefits of 1800ADVISER.COM

FeeOnlyMarketing.com takes care of the entire process of listing your number on platforms like 1800ADVISER. We handle the registration, verification, and integration steps to ensure that your contact information is accurately listed, making it easier for potential clients to reach you.

We have a meticulous system for equitable lead allocation when potential clients call our toll-free number, 1800-ADVISER.

To ensure fairness, we start by understanding each caller’s specific needs, beginning with the type of professional they’re seeking (e.g., financial adviser, accountant, or lawyer) and their desired geographic region.

Once we gather this information, we employ advanced software algorithms and techniques to effectively match callers with the professional that best fits their unique requirements. This process allows us to allocate leads in a way that ensures each Fee-Only professional has an opportunity to connect with potential clients who are genuinely interested in their services. We also conduct periodic reviews of lead generation traffic, making necessary adjustments to our allocation strategies to maintain this equitable approach and maximize our professionals’ opportunities for growth. 

No. All of our plans include unlimited qualified leads with no limits. 

Better Marketing Automation

First. Let’s be clear. You should never use the same generic content that is emailed by thousands of commissioned professionals on your website blog, as it will deter potential leads who seek fresh and informative content. Second, outdated information will cause visitors to go elsewhere. 

We take a different approach. We start with a blank piece of paper and create automated, high-quality, and compliant blog content specifically tailored for your website. Our professional marketing team authors the content of renowned Fee-Only sites such as 401kPlanAdviser.comRetirementPlanAdviser.comIRSAdviser.com, and many more, ensures that your blog contains relevant and insightful Fee-Only content. This positions you as an expert in your field and showcases your commitment to providing unbiased and transparent advice.

Yes. We ensure compliance with Rule 206(4)-1 under the SEC Adviser Act by reviewing all Fee-Only content does not contain any untrue statement of material fact or is otherwise misleading.  In addition, we specifically do not use or refer to testimonials an all reports, analysis or other information is provided without any obligation whatsoever. 

Yes.  It is important to note that the SEC takes the position that an adviser may advertise its past performance (both actual performance and hypothetical or model results) only if the advertisement meets certain conditions and restrictions.

An advertisement using performance data must disclose all material facts necessary to avoid any unwarranted inference. Among other things, an investment adviser may not advertise its performance data if the adviser: (1) fails to disclose the effect of material market or economic conditions on the results advertised; (2) fails to disclose whether and to what extent the advertised results reflect the reinvestment of dividends or other earnings; or (3) suggests or makes claims about the potential for profit without also disclosing the potential for loss.

In addition, generally an adviser may not advertise gross performance data (i.e., performance data that does not reflect the deduction of various fees, commissions, and expenses that a client would pay) unless the adviser also includes net performance information in an equally prominent manner.

By automating the posting of Fee-Only content on your website, LinkedIn and Facebook presence, from trusted platforms like 401PlanAdviser.com, The529Adviser.com, AskMyCounsel.com, EstatePlanAdviser.com, Medicare-Adviser.com, and SocialSecurity-Adviser.com, you can take

advantage of a well-known marketing technique called “frequency marketing.”

This approach aims to reinforce brand awareness, increase name recall and encourage engagement by consistently exposing potential customers to the same message or content over time. It also saves you time and makes you look more professional.

Yes. All our plans include setting up your Facebook business page and LinkedIn page for no additional fee. If you already have one, we can review it for you and/or refresh it for you. It is your choice. 

We minimize your actual marketing and administrative time by performing most of your outbound and inbound marketing services. This allows you to spend more time closing motivated and qualified leads and serving existing clients. 

When you sign-up with us, you should expect to spend roughly one to two hours with FeeOnlyMarketing including Kickoff and Strategy Sessions. These sessions include discussion of y our specific goals, review of existing websites and social media accounts. 

Unless you are a super Internet star, we believe that you should spend virtually no time creating a website blog or manually posting to LinkedIn or Facebook.  Additionally, we do not believe there is any need to send SPAM-emails to purchase mailing lists or bombard your existing clients with “canned-content.”   Your time is spent closing qualified leads and serving your existing clients. 

We take a different approach than many marketing firms. Namely, by automatically posting Fee-Only content to your LinkedIn account or Facebook Business page from trusted platforms like 401PlanAdviser.com, The529Adviser.com, AskMyCounsel.com, EstatePlanAdviser.com, Medicare-Adviser.com, and SocialSecurity-Adviser.com, we free up your time. Motivated leads either come directly to your website or come to our websites and we refer them to you.  By sharing valuable Fee-Only content, you can save valuable time that would otherwise be spent on extensive personalized copywriting while still delivering relevant and insightful information to your audience. Our cutting-edge technology allows us to attribute those who read your posts to you so that we can turn them into qualified leads when they are ready.

Absolutely! FeeOnlyMarketing.com can assist you in crafting compelling and professional responses to client inquiries. We understand the nuances of effective communication in your industry and can help you establish a strong and trustworthy connection with potential clients.

Your Own Fee-Only Magazines

Absolutely, you can have printed copies of the digital magazines we create for you. Our services include the option to transform these magazines into physical copies, providing a tangible representation of your brand.

Yes, we can take care of the entire process of mailing the copies to your clients or potential leads. You won’t need to worry about the logistics of distribution. We offer end-to-end printing and mailing services. Your magazines will be sent directly to your mailing list, with the cost covering postage and a nominal shipping and handling fee. For a customized quote, please contact us to discuss your specific requirements.

Our digital magazines are updated at least once a year, primarily when significant tax or legal changes occur. However, we offer additional services that allow for customized update schedules, whether on a quarterly or monthly basis. These updates can encompass changes such as featuring different personnel from your firm on the cover and incorporating more topical articles that align with the update. 

Social Media & Brand Boosting

In addition to having the best website designs, and powerful Fee-Only lead generation capabilities techniques, investing in paid search engine marketing (“SEM”) through platforms like Facebook, LinkedIn, and Google can yield even greater returns. Strategic social media investments not only can bolster your online visibility and credibility, but it can enhance search engine rankings and overall visibility.

We advocate for a prudent level of investment in SEM, recognizing its potential to propel your digital presence forward. You have the option to embark on this journey independently, or you can leverage our expertise to elevate your efforts to new heights.

Navigating the realm of social media advertising independently, similar to clients managing their finances without professional guidance, may miss the finesse and intricacies that stem from a deep understanding of marketing dynamics. This is where FeeOnlyMarketing.com truly shines. Our forte lies in financial advisory services, accounting, tax expertise, and legal insights. Our campaigns seamlessly align with your professional identity, capturing the nuanced aspirations of your field.

By partnering with FeeOnlyMarketing.com, you unify your industry acumen with our social media and branding mastery. Our holistic approach extends beyond traditional advertising, encompassing Fee-Only SEO techniques, precise targeting, and strategic messaging. Collaborating with us might involve channeling your advertising efforts on platforms like LinkedIn, Facebook, and others through our specialized platform. This shift harmonizes your campaigns with our overarching strategies, all without incurring additional costs. Together, we craft an optimal campaign, enriched by our design finesse and guided by our expertise. Moreover, our Marketing Performance Scorecard delivers comprehensive insights, shedding light on the impact of your social media initiatives through empirical data. It’s a fusion that combines the best of both worlds, optimizing your digital presence while amplifying your professional prowess.

The decision is truly yours to make.

It’s wonderful to hear that you’re already engaged on platforms like LinkedIn, Facebook, TikTok, and even exploring the world of podcasts. These channels offer a vibrant stage for showcasing your expertise and captivating your audience. In fact, you might have already witnessed your content making waves, propelling you into the spotlight as an Internet sensation.

As the digital landscape continues to evolve, it’s important to acknowledge that the effectiveness of social media can evolve as well. With more professionals joining the social media arena, it’s possible that the impact of these platforms might undergo shifts over time.

Of course, every professional’s journey is unique. Some might relish the limelight, while others may find the demands of consistent social media engagement daunting. It’s perfectly valid to prioritize your comfort and productivity.

It’s worth noting that not every success story involves a viral video or a trending hashtag. Your growth trajectory can be uniquely shaped, and our collaboration aims to uncover the avenues that resonate best with your personality, goals, and values. Whether it’s securing a coveted spot on a renowned platform or employing alternative strategies, we’re dedicated to curating a marketing approach that aligns seamlessly with your vision. Ultimately, the path you choose should reflect your authentic self and contribute to your business’s flourishing.

Fee-Only Definitions & 1800ADVISER Network Qualifications

We define Fee-Only financial advisers as professionals who do not receive any form of commission or compensation based on the products or services, recommend to a specific client.  Rather, the professional will charge a fee for their services, which can be based on an hourly rate, a flat rate, or a percentage of assets under management.

In certain cases, a commission product may be the only product available. This is typical when it comes to life insurance which can only be sold via a licensed commissioned sales agent.  Some organizations prohibit their Fee-Only Advisers from engaging in such transactions. In our case, we require that the Fee-Only professional comply with membership rules of the organization they belong to. This includes respected organizations such as: the National Association of Personal Financial Advisers (NAPFA), the Alliance of Comprehensive Planners (ACP), the Financial Planning Association (FPA), the American Institute of CPAs (AICPA) and the Garrett Planning Network. They include Chartered Financial Planners, Registered Investment Advisers, CPAs and attorneys. All attorneys in our network are licensed members of the bars in their respective states. 

All applications to join the 1800ADVISER network must be reviewed by The Independent Adviser Corporation. Such process includes reviewing a firm’s 1) SEC filings, 2) regulatory filings, 3) attorney or CPA license and other background material and 4) discussions with the professional who wishes to join the network. 

Yes. Most of our plans include setting up your Facebook business page and LinkedIn page. If you already have a Facebook or LinkedIn profile, we can review it for you and/or refresh it for you. It is your choice. 

FeeOnlyMarketing.com is dedicated to staying current with industry trends and regulations. We regularly monitor industry developments, attend relevant conferences, and engage in continuous education to ensure that our strategies align with the latest best practices and compliance standards in your field.

Certainly. Our track record of success extends well beyond quantitative achievements to encompass the realization of your specific business aspirations. We pride ourselves on partnering with financial advisers, accountants, and attorneys to facilitate the attainment of your unique goals and desires.

For instance, consider the transformation of a financial advisory firm that saw their lead generation soar by an astonishing 3000%. This exceptional milestone was achieved through the meticulous deployment of content marketing strategies fine-tuned to attract clients seeking retirement income solutions—aligning precisely with the firm’s business objectives.

In the legal realm, we’ve facilitated attorneys in obtaining their desired client base. For those specializing in real estate or estate planning, our strategic initiatives have propelled their websites to top Google rankings, effectively connecting them with individuals in need of their specialized expertise in property transactions or wills and trusts.

Similarly, our impact extends to CPAs whose preferences lean toward specific niches. We’ve seamlessly revitalized websites for accountants focusing on small business tax returns and planning, enabling them to effortlessly connect with entrepreneurs seeking tailored financial guidance.

At FeeOnlyMarketing.com, our success is measured not only by the quantitative accomplishments we’ve achieved but by our unwavering commitment to helping you shape the trajectory of your business in alignment with your distinct vision and aspirations.

Initial Sign-Up & Ongoing Customer support

We understand the demanding workdays of Fee-Only professionals who tirelessly serve their clients while managing various responsibilities. To accommodate your busy schedules, we offer around-the-clock marketing and technical support. You can reach out to us at your convenience, whether it’s during your hectic workday or beyond regular hours. Our unwavering commitment is to be there for you whenever you need assistance, striving to make your experience as smooth and efficient as possible. We’re here for you 24/7, and you can reach out through various convenient channels, such as email, chat, and even via your dedicated account professional’s personal cell phone number. Although occasionally, things may take longer, you can generally expect us to respond to your inquiries within the hour and address any issues you may encounter within 24 hours.”

Absolutely, you’ll have a dedicated contact person. They’ll be your main point of contact, backed by a team of marketing and design experts. This ensures you get personalized marketing help, and you can have direct one-on-one discussions with your dedicated contact.

We will follow three steps: 

1) Kickoff Session – Once you select and pay for your program, our design and marketing team will discuss your specific goals, review any of your existing web sites, social media accounts and print media to gain a full understanding of your business and goals. We will discuss initial thoughts and agree upon next steps.

2) Strategy Sessions – Shortly after the kickoff session, we will present you with a new or refreshed web site design. Our eye-catching design & graphics are designed to make you approachable, elevate your credibility & create lasting first impressions. Any necessary compliant reviews can occur before a new site goes live.

3) Fine Tuning and Launch – Once you sign off on your strategy, we will set up applicable placements on social media platforms including Facebook, Google Business, LinkedIn and 1800ADVISER.COM. Our SEO techniques will be implemented for your account. Depending on your plan, you will have access to our marketing performance scorecards. Regardless, throughout the year, you’ll speak to us and we will make refinements along the way. 

Do you still have a question or ready to take the next step?