Case Study
Services
Dynamic Advisor Solutions is a Phoenix, Arizona firm that has supported independent wealth advisors since 2009. It helps advisors run their own RIA or affiliate as an IAR, offers asset management to non-affiliated firms through its Portfolio360 TAMP, and helps investors find a Dynamic advisor near them.
Dynamic has been supporting independent wealth advisors since 2009, but its old website didn't carry that confidence. It ran on an aging Avada theme with Slider Revolution, leaned on a generic mountain-and-sky hero, and organized everything into one flat row of menu items that read more like an internal service list than a guide for the people visiting.
Those visitors arrive with very different questions. An advisor weighing a breakaway wants to know whether to run their own RIA or join as an IAR. A non-affiliated firm only wants asset management. An investor wants a Dynamic advisor nearby. The brand and the site both needed to speak to all of them with the authority of a firm that advisors trust with their practices.
Drag to compare Dynamic Advisor Solutions’s previous homepage with the site we built.
We started with the brand. Dynamic got a refreshed identity built around a simplified "Dynamic" mark, a deep navy and blue palette and an editorial serif for headlines, with a recurring theme of climbers and summits that speaks to advisors at a turning point in their careers. "The Advisor's Advisor" became the line the whole homepage is built on.
Then we rebuilt the site on WordPress and Elementor around audiences instead of departments. A mega menu splits the site into Advisors, Asset Management, About Dynamic, Resources & Insights and Investors, each with its own short introduction and clear next step, and every page ends in the same invitation to book a free consultation.
Behind the new look is a site built around the decisions advisors and investors are making. Choose a feature to see it on the live site.
The biggest question a prospective advisor has is which affiliation model fits. The Practice Explorer walks them through it one question at a time, starting with whether they want to own and build a business or focus on advising clients, and points them to the right path.
The refreshed identity, editorial typography and consistent photography give Dynamic the polished, confident presence of a firm that advisors trust with their life's work. The brand now looks as established as the company behind it.
Advisors, non-affiliated RIAs and investors each have their own section and their own next step. Tools like the Practice Explorer and the advisor locator turn big questions into a few clicks.
Fact sheets, strategy overviews, webinars and regular market commentary sit in one organized hub. Prospects can see how Dynamic thinks before they ever book a call.
A current WordPress and Elementor build replaces the old Avada and Slider Revolution setup. Dynamic's team can publish insights, update strategy pages and manage advisor listings in the locator right from the WordPress dashboard.
Tell us where you want your business to go. A senior member of our team will get back to you right away.
