Keil Financial

The Client

Keil Financial

Who are they

Keil Financial is dedicated to providing comprehensive financial guidance and solutions specifically designed for retirees. They specialize in helping retirees make informed decisions to optimize their financial well-being leading up to and during their retirement years. They prioritize their clients' financial success and aim to empower retirees with the knowledge and tools necessary to make sound financial choices. With their expertise and personalized approach, they strive to help retirees achieve a secure and fulfilling retirement.

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Words First

Words lead to more sales. That's why we spend the time needed to get to know you and your ideal clients.

Meet Our Spearhead:

Matt Banker

Matt specializes in marketing strategy for accountants and CPAs. His wealth of knowledge in the financial industry made Keil Financial a near-perfect fit for his expertise. Although financial and retirement planning has a different focus from accounting, the ideal client often has the same base fears and concerns. Matt was able to hone in the messaging to create an emotional connection with their prospective clients, addressing those fears and guiding them toward success.

Problem

Keil Financial has been dedicated to keeping their website fresh and modern. They know that the aesthetic and feel of a website say a lot about your company. An outdated website, unfortunately, communicates that you are not successful enough to keep your site looking fresh and professional. With one glance, a client gets a feeling in their gut that you are cheap and unsuccessful. People want to hire companies that are successful, trusted, and proven. Keil Financial knew it was time to do a refresh.

Solution

Years ago, we helped Keil Financial transition from a Squarespace site to a more robust platform on WordPress. While still maintaining a system that was easy to manage, we got them into a customizable situation where their brand was better represented.

In 2023 we did a homepage refresh for Keil, updating their design and messaging at the same time. We made sure to emphasize the podcast that drives a lot of their traffic and brings in a lot of leads. By using company logos where Jeremy Keil is featured, we added significantly to his authority as an exert in his field.

Top-Tier Design

Good design supports good messaging and increases brand authority.

Driving Design Concept:

Kiel Financial was in need of a refresh to their website. Their logo is colorful and full of energy so we wanted to carry that vibe throughout the site. We utilized the logo as a background element and also incorporated lots of angular and overlapping design elements to create movement and bring the users eye down the page. Though their logo displays a vast color pallet, we opted to take a more minimalistic approach with their website design by incorporating several shades of blue along with a vibrant pop of yellow for CTA's.

Click here to read some tips from our designer

Color & Fonts:

poppins

Heading / bold

poppins

Paragraph / Normal

Custom Graphics:

Words First

Words lead to more sales. That's why we spend the time needed to get to know you and your ideal clients.

Problem

Keil Financial has been dedicated to keeping their website fresh and modern. They know that the aesthetic and feel of a website say a lot about your company. An outdated website, unfortunately, communicates that you are not successful enough to keep your site looking fresh and professional. With one glance, a client gets a feeling in their gut that you are cheap and unsuccessful. People want to hire companies that are successful, trusted, and proven. Keil Financial knew it was time to do a refresh.

Solution

Years ago, we helped Keil Financial transition from a Squarespace site to a more robust platform on WordPress. While still maintaining a system that was easy to manage, we got them into a customizable situation where their brand was better represented.

In 2023 we did a homepage refresh for Keil, updating their design and messaging at the same time. We made sure to emphasize the podcast that drives a lot of their traffic and brings in a lot of leads. By using company logos where Jeremy Keil is featured, we added significantly to his authority as an exert in his field.

Top-Teir Design

Good design supports good messaging and increases brand authority.

Driving Design Concept:

Kiel Financial was in need of a refresh to their website. Their logo is colorful and full of energy so we wanted to carry that vibe throughout the site. We utilized the logo as a background element and also incorporated lots of angular and overlapping design elements to create movement and bring the users eye down the page. Though their logo displays a vast color pallet, we opted to take a more minimalistic approach with their website design by incorporating several shades of blue along with a vibrant pop of yellow for CTA's.

Click here to read some tips from our designer

Color & Fonts:

poppins

Heading / Bold

poppins

Paragraph / Normal

Custom Graphics:

8e5a5b82-98e6-4ee2-a09e-876afedb35cb

Our Building Process

01. Platform & Technology

We build our sites on WordPress using an intuitive and easy-to-manage page builder (Beaver Builder). We do this primarily because our clients want a website that is simple enough for them to manage on their own: add blog posts, swap out images, make copy changes.

02. Functionality

Most websites we make are what we call "Marketing Sites." They exist to guide a prospective client through the get-to-know-you phase and hand them off to your sales team. Marketing Sites are generally very simple and do not require much beyond a contact form and Active Campaign integration.

Keil Financial had two special functionality elements:

  1. Podcast Integration
  2. Calendly pop-up integration

Some of the plugins we used:

Timeline

A standard website project takes between 11 and 16 weeks, depending on how responsive our clients are able to be when we need their input or feedback. Here are average timeframes:

Onboarding: 1 week

Messaging & Wireframes: 3 weeks

Design & Revisions: 3 weeks

Build: 3 weeks

Revisions: 4 weeks

Launch: 1 week

We had our kick-off call with Keil Financial on Dec 22nd and launched their site on May 2nd.

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Get a Website Snapshot

for $300

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We would love to help you get a snap-shot of your existing site. Sign up here and we will send you a 5-10 minute video audit of your homepage.

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