Positioning Troy as a wealth strategist and coach
The messaging and photography work together to distinguish Troy from your “typical financial planner”, leaning into his identity as a strategic thinker and his background in triathlon and road cycling to reflect discipline, commitment, and a results-focused mindset.
Clear who-we-help messaging
Across the site, the copy speaks directly to Collins Financial Group’s ideal clients, so visitors can effortlessly identify whether the business is the right fit for them.
Structured enquiry through a triage questionnaire
A triage process guides prospective clients through a short qualification journey. If they present as an ideal client, they’re connected directly to Troy’s Microsoft Bookings page, supporting a more efficient and intentional prospective client journey.
Dedicated client stories and Google Reviews
A dedicated client stories section gives prospective clients real-world context for working with Troy, building on the trust already established through integrated Google Reviews.
Lead magnet with downloadable guide
A downloadable guide captures visitor interest and gives ideal clients a reason to engage with the practice before they are ready to take the next step.
YouTube feed integration
Troy’s video content updates automatically on the site via a live YouTube feed, keeping the site current without ongoing manual updates.
Wealth portal and support materials
A dedicated wealth portal page gives existing clients a clear place to access resources and support, reflecting the practice’s commitment to quality service.
Careers page
A careers page positions Collins Financial Group as a growing practice and supports future recruitment as the team expands, reducing recruitment costs for new positions.
