Can I customize the colors and fonts to match my firm's brand?
Yes, Financy is fully customizable through Dorik's visual editor. You can adjust colors, typography, spacing, and layouts without any coding knowledge. If your firm has specific brand guidelines, you can implement them directly through the interface or use custom CSS for advanced styling needs.
Does this template work for both individual advisors and larger firms?
Absolutely. Solo practitioners can emphasize their personal approach through the about page and testimonials, while larger firms can showcase team members and multiple service offerings. The flexible structure adapts to practices of various sizes, from independent planners to multi-advisor wealth management teams.
How do the contact forms work for capturing leads?
Contact forms collect visitor information and send submissions directly to your email. You can customize fields to ask for specific details like investment goals or preferred contact methods. This creates an organized lead capture system without requiring third-party form software or complex integrations.
Can I add more pages beyond the five included?
Yes, Dorik's Business plan includes unlimited pages, while the Personal plan supports up to 25 pages. You can create additional pages for specific services, detailed team bios, resource libraries, or any other content your practice needs to serve clients effectively.
Is the interactive map difficult to set up?
No, the map integration uses Google Maps and requires only your office address. Simply enter your location details, and the interactive map displays automatically. Clients can click for directions, making it straightforward for them to find your office for consultations.
Will my blog posts help with search engine visibility?
Yes, Dorik's built-in blogging platform includes SEO tools like meta descriptions, custom URLs, and automatic sitemap generation. Publishing educational content about financial planning topics helps attract prospects searching for advice, positioning you as a knowledgeable resource while improving search rankings.
How quickly can I launch a website with this template?
Most advisors customize Financy and go live within a few days. The template provides all essential pages and sections, so you're mainly adding your specific content, images, and firm details. No waiting for developers or learning complex software required.
Does Financy include client portals or account access features?
The template focuses on marketing and information sharing rather than secure client portals. For account access functionality, you would integrate third-party custodian portals through links in the footer or client resources section, similar to how most advisory firms handle secure account access.
Can I collect email signups for financial planning tips or newsletters?
Yes, the newsletter signup feature integrates with email marketing platforms like Mailchimp, GetResponse, or ActiveCampaign. Visitors can subscribe to receive educational content, keeping your firm top-of-mind as they research financial advisors and make decisions about their planning needs.
Are client testimonials and reviews easy to update?
Very easy. The testimonial slider uses Dorik's CMS, allowing you to add, edit, or remove client feedback through a simple interface. As you gather new testimonials from satisfied clients, updating your website takes just minutes without touching any code.
