Get a financial planning website that converts visitors to customers

We’ll comb through every page of your financial planning website for conversion optimization so that your traffic becomes valuable leads for your business.

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Get a financial planning website that converts visitors to customers

Make the most of your financial planning website traffic with seamless conversion optimization

Conversion strategies tailored to your website goals.

It's not enough to create a website that looks good. It also needs to be effective for your business, which is where B12’s conversion optimization tactics come in.

Your website's conversion rate is the number of conversions it generates, such as purchases or signups, divided by its number of total visitors. We'll continuously test elements of your website like its copy, images, and design elements to see what’s performing well and what needs improvement, then help you adjust accordingly.

The insights we discover on one page can often scale across multiple pages of your financial planning site. We want to make sure you’re maximizing the value of your B12 website and growing your business month after month.

How B12 approaches conversion optimization for financial planning

B12 follows a growth-driven design framework, meaning we help you launch quickly then continuously test, learn, and improve. Both big and small changes can have a significant impact on your site’s performance.

Once your site launches, we closely track its metrics. We’ll reach out each month with updated stats and personalized recommendations to boost your website’s conversion rate.

The B12 model uses software to constantly monitor how your website is performing, then moves to quickly fix what’s not working. It’s all about identifying high-impact actions we can take to improve your business.

More features to help you optimize your site

Conversion-oriented recommendations
Conversion-oriented recommendations

We’ll send you personalized recommendations every month to help you grow your site and improve

Text density
Text density

Websites with too much copy are overwhelming, but text-light sites lack credibility. We’ll help you strike the right balance!

Banners
Banners

Your website needs a banner that grabs attention immediately and reduces bounce rate

Analytics
Analytics

We track which pages are getting traffic and identify the lessons we can learn from those pages and apply to others

Calls to action (CTAs)
Calls to action (CTAs)

We’ll make sure your call-to-action buttons stand out, are above the fold, and are clear about what visitors should do next

Expert assistance
Expert assistance

B12 experts are here to answer questions about your website and metrics

Several customizations can be added in only a few clicks so you can build a high-quality website fast.
Pro tip: The B12 website editor includes expert mode, which gives you or your web expert the ability to add extra layers of customization.

What customers & experts say

Andrew
Andrew Customer / Heroes Homestead

“I was always intimidated by my perceived difficulty of building a website but my experience with B12 was pretty smooth. I especially appreciate the quick response time to any requests I’ve sent the B12 team, and I also like the flexibility and ability to design the website ourselves. Since building my website, I’ve received a significant increase in the number of page views and email requests from the page.”

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Carlos
Carlos Customer / FitFuel

“If you want to sit at the head of the table, use B12. It is clear they have talented designers who are genuinely motivated to see you reach your goals.”

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Willie
Willie Customer / Urlife Now Fitness

“I like that someone is monitoring my website every month and making suggestions for how to improve it.”

David
David Design expert at B12

“Designing a website in just a couple of hours is actually possible. Thanks to B12's simple-to-use website editor, I'm able to create professional designs that would normally cost thousands of dollars.”

Chuck
Chuck Customer / Crowdfluencer

“My B12 website looks great, I am truly satisfied with the outcome. I love the responsiveness of our new website, plus it's incredibly light and fast. The team did an incredible job with the styles and the designs really popped for me.”

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Mandie
Mandie Design expert at B12

“I have thoroughly enjoyed working with the B12 website editor. It allows me to make pixel-perfect websites in a fraction of the time.”

Stafford
Stafford Customer success at B12

“B12's goal is to provide the best customer experiences and I am so happy to be a part of that mission. Helping customers create a website that brings their vision to life is, by far, the best part of being here.”

Jaiden
Jaiden Design expert at B12

“B12’s AI draft dramatically reduces my time traditionally spent working on content structure. As a B12 web expert, I can focus more time on creating a beautiful website and UX that fits the customer’s content and goals.”

Daniel
Daniel Sales at B12

“I'm proud to work for B12 and deliver the product and service we do. Too often, individuals do not have the time or industry knowledge to build, manage, or maintain a website. In today's world, your website can be your best friend. We strive to make sure your best friend is working as best it can!”

Kelly
Kelly Customer success at B12

“We pride ourselves on excellent customer service. I love how customer-centric we are, and the technology we use to speed up the website creation process has helped us to deliver professional sites in a shorter span of time.”

Natalie
Natalie Customer / Natalie Elisha Gold

“The entire \[B12] process felt really quick and efficient. I was able to work with them and highlight certain areas that I wanted on my website. Everything that I didn’t like was changed in a matter of seconds and minutes. It was vastly different compared to the previous team that I had hired to do my website.”

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Joseph
Joseph Customer / Founder Collective

“It was such a pleasure to work with B12. Their technology made the web design process easy and the B12 team helped us launch a website we love! We're proud to be an investor and a client.”

Dan
Dan Sales at B12

“Business owners are crazy busy. What's crazier is expecting a business owner to know how to design, maintain, direct traffic to, and update their own website. Thanks to our AI, they really don't have to. B12's AI-powered websites are powerful and we can't wait to get what we've built in front of people.”

Megan
Megan Customer success at B12

“The website editor rocks! It makes it easy to add new items while keeping the same theme and structure I set when I created the site, no reformatting needed. It's fool proof and provides everything needed to create a seamless, gorgeous website. I actually use B12 for my own website!”

Debra
Debra Customer / A New View of Food

“B12 has positively impacted my business with its wide variety of integrations, such as the bookings integration! I’ve been getting more emails from potential customers who are able to book online and schedule consultations with me easily. I’m not tech savvy, so if you’re like me, having a company like B12 to work with is incredibly helpful.”

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See significant gains in your financial planning website’s conversion rate

Join the 96 financial planning professionals who’ve trusted B12 to expand their online presence.

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