This wealth management firm partnered with Next Step’s team of seasoned professionals to improve the effectiveness of their sales team as well as define and launch a highly successful, measurable lead generation process. Next Step has also helped Advisory Group re-define their marketing strategy.
Next Step developed a new website built on the WordPress platform. The site features a stunning Home Page image slider, a secure Client Center library and elegant navigation. The work involved refining the client’s visual branding, producing content and customizing the WordPress theme.