Get a wealth planning website that converts visitors to customers

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

No credit card required
Get a wealth planning website that converts visitors to customers

Make the most of your wealth 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 wealth 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 wealth 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

Mobile readiness
Mobile readiness

Your website’s layout will scale correctly to look great on every device

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!

Page speed
Page speed

Optimizing load time leads to a better user experience and increased conversions

Banners
Banners

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

Expert assistance
Expert assistance

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

Pop-ups
Pop-ups

Pop-ups encourage your visitors to share their email address or stay on your site and take the next step toward conversion

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

Princess
Princess Customer / Clear Visions Consulting Services, LLC

“I need \[B12] recommendations. As I add new courses to my website, I need to make sure that I'm fresh, I'm sharp, and I'm up to date.”

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.”

Willie
Willie Customer / Urlife Now Fitness

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

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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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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Leslie
Leslie Customer / Social Theory

“What I appreciate most about B12 is its user-friendly interface. Not only do they build websites that look modern and great, but they’re also incredibly easy to manage and update. Whenever I have information that needs changing on my website, I can do it easily on my own.”

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Freddie
Freddie Customer / Suffolk Equity Partners

“B12 is amazing! You get a high-quality design for the price of DIY. It's really remarkable.”

Shane
Shane Customer / Spike On The Water

“The B12 website editor is so simple to use. I added a bunch of images, reworked text, linked my products, adjusted form links, and even got an animation flying around my footer. The experience with B12 has been amazing. Building a quality website is now fast and affordable.”

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!”

Megan
Megan Customer / Body Wise

“I love using the B12 website editor, which provides the ease of updating my website myself. With an intuitive editing platform, I didn’t need any guidance on making website updates. I made changes to my photos, copy, and text color — and I can do it whenever I want.”

Annabel
Annabel Customer / Evolv Ventures

“My B12 experience has been great! What I appreciate most is that I can edit the site personally whenever I want to, but I can also ask for support when there are changes that I'm not able to make myself. B12 is great blend of a DIY service and a full-service website agency.”

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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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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.”

Dan
Dan Customer / Dan Garcia Photography

“B12 bookings is truly one of the best features of my web page. My customers can always get in touch with me with this awesome tool.”

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.”

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

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

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