Get a B12 website for wealth planning

B12 makes it easier than ever to launch your wealth planning website.

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Get a B12 website for wealth planning

A better way to create your high-quality wealth planning website

When you choose B12 for your site, experts + AI combine to help you launch fast and make ongoing improvements.

B12 builds you an elegant, custom website that’s optimized for conversion and ease of use. We take care of your site from start to finish so you can focus on running your business. AI handles the repetitive setup tasks so humans can focus on refining the details. Submit a request to your team any time for assistance with updates big and small.

If you want to take control, our website editor makes it simple to update your site in just a few clicks. Add a new page, update the layout, or change a photo in seconds. Feel confident knowing you can always get help from an expert.

With B12’s built-in tools like SEO and email marketing, you can choose how to optimize your website and meet your goals.

B12’s process for wealth planning websites

Our AI gives your website a head start by automatically populating it with carefully curated wealth planning-specific copy, design, and images. This saves both you and experts time, gives you an instant idea of your website’s look and feel, and allows us to keep our prices so affordable.

Here’s a preview of wealth planning “About” section text, which you can personalize to fit your business.

At Your business name, we know that preparing for your financial future can seem daunting. With our expertise, you can analyze your finances and make them go further. We can also help you make short-term decisions involving modest assets. From retirement plans to buying property, we can guide you through making big decisions. For a better financial outlook, give us a call.

These are some of the pages and sections that many wealth planning websites include. You can add, remove, or edit this content to fit your needs.

  • Home
  • About
  • Services
  • Resources
  • Testimonials
  • News
  • FAQ
  • Contact

More tools to grow your wealth planning business online

Here’s a taste of what B12 can do to help your website engage visitors and generate sales.

Expert-built website
Expert-built website

Experts get to know your business personally then create a website that converts

Integrated email marketing
Integrated email marketing

Emails automatically match your website so you can reach your audience fast

Dedicated customer success
Dedicated customer success

Our customer success team members are experts in their own right and happy to help

Monthly blog posts
Monthly blog posts

Receive strategic posts that complement your SEO strategy

Built-in SEO
Built-in SEO

We continuously optimize your website to make sure it’s easy to find

Monthly website report
Monthly website report

Monthly metrics and recommendations guarantee that you never stop improving

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

Anne
Anne Customer / Grit and Grace

“The value of the B12 website was there from the very start. I noticed more traffic coming in immediately, which is hugely important for me. Knowing that B12’s tools are constantly optimizing my website for search engines offers me peace of mind. It helps me focus on running my business instead of trying to figure out how to run a website.”

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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.”

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.”

Heidi
Heidi Customer / CD Roma

“Since the launch, we’ve gotten more form submissions to inquire about our catering service and menu options. On top of that, I’ve noticed more customers who found out about us through our website before coming down to dine! The traffic we’ve realized in the short time the site has been online is very impressive.”

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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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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.”

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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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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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.”

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.”

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.”

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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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.”

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.”

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.”

Start building your custom wealth planning website today!

Join the 96 wealth planning professionals who’ve found success with a B12 website.

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