a rules-based approach

Pulliam family office website

Pulliam Family Office provides its clients with financial advice and information.

Problem

Breaking off from a big financial firm, Pulliam came to us with the need to build a website they could use for their new clients. One that they could direct their clients to and to give them the financial advice their team has gained through years at a larger firms.

They wanted the website to house blog articles that they could constantly update with more information and advice.

It also needed to be used as a portal for clients to house personalized documents between the company and their clients. As well as be able to easily schedule an appointment through the site.

Solution

The build needed to be budget friendly, and easy to use, so we decided to build it using a simple Wordpress theme. Using third party client access portals and Wordpress's blog functionality, this gave us the tools we needed to achieve the build Pulliam wanted.

My role on the project was to create the site architecture, go through the wireframe process to figure out what each page needed and how each section should be organized, then flushed out into design. From there I developed the site in Wordpress using Elementor. I was able to create a custom theme from the Elementor builder that could match perfectly with the designs.

It was a Colorado based company, who wanted to keep the outdoor adventure style, so we used outdoor, mountain imagery and topographic patterns.

Results

Upon launching the site, Pulliam was able to setup more appointments for potential clients that he would have never had access to. He is able to use the portal for his clients successfully while gaining new leads at the same time. Due to a healthy flow of new information being posted on the site, the leads have not slowed down.
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© 2021 Jonathan Silverberg