Building Your Co-Branded Website | Commonwealth Financial Group

Building Your Co-Branded Website

Fill in the boxes as you work down the page. Leave anything blank that does not apply to your team. When you are done, send it to CFG Marketing along with your headshots and any photography.

Site-wide

The basics

Team name Optional

Site-wide

How it should read everywhere on the site.

The Waypoint Team

Advisor names

Site-wide

How they should read everywhere on the site.

Al and his team

Imagery direction

All pages

Pick a direction for the photography across the site.

Coastal

Home page

Your opening

Hero headline

Home page, top

A quote of your choosing.

Remove Ambiguity, Create Clarity.

About paragraph

Home page

A short paragraph about your team.

The Waypoint Team delivers a process-oriented approach to helping clients create, accumulate, and preserve wealth in the most tax efficient manner. The Waypoint Team displays an unparalleled passion and enthusiasm toward helping clients achieve their goals, dreams, and aspirations. They start with the end in mind and communicate the big picture with clarity.

FWE link

Home page and Contact page

Your own URL. Sits behind the Take The Quiz button.

bit.ly/3pWt1m9

About page

Your people

Add one block per advisor. We can pull your existing CFG bio if you would rather not write a new one, so the bio field is optional. Tell us in the bio box if you want edits made to your CFG bio. Send headshots to CFG Marketing by email.

Team

About page

Advisor staff and client service staff may be included.

If you would also like to include any CFG or MassMutual team members you work with regularly, a disclosure must be included. You must use their existing titles and bios as provided. These cannot be modified.

About page

What you stand for

Value proposition

About page

One sentence.

To provide financial confidence to business owners, professionals, and executives so they can be better spouses, parents, and people.

Our Commitment Optional

About page

Up to three items. A short label, then one sentence.

Innovative Ideas and Concepts. We offer the expertise and resources to effectively address a wide range of client needs.

Our Core Values

About page

One to six values, and a one-line description for each.

Unyielding Integrity. We do what is right for the client, whether or not anyone is watching.

Who We Serve and Process

How you work

Advisor target market

Who We Serve page

If there is a specific market you work with, such as business owners, families, or retirees.

Individuals and Families. Our team-based, ongoing financial planning model helps you proactively take advantage of opportunities in light of changes in your personal financial circumstances.

Planning model

Process and Experience page

Six-step or tri-annual planning model.

Al and his team have a unique onboarding and ongoing advisory process that starts immediately after a client is onboarded. Their ongoing advisory model consists of three calendar-based meetings plus event-driven meetings.

Home footer and Contact page

Where to find you

Office address

Home footer, Contact page

Street, suite, city, state, ZIP. Add a block for each office.

43 Constitution Drive, Suite 201, Bedford, NH 03110

Additional pages

Custom pages

If your team wants a page beyond the standard set, name it and give us the content you want on it. Anything you add here goes through compliance review before it goes live.

For reference

What stays the same

  • CFG logos
  • Colors and fonts
  • Page structure and navigation
  • Our Services block on the home page
  • CFG Planning Process
  • Financial Focus Areas
  • Who We Serve
  • Contact form fields
  • Compliance footer and disclosure
  • Website privacy policy, protected under CFG's framework

See it in place at santo.commonwealthfinancialgroup.com. Questions on any item above go to CFG Marketing.

Last step

Send it to us

Who should we follow up with

So we know who to reach with questions.

One more thing: send us your images

This form covers your copy. Email your photography separately to CFG Marketing so we can build the site:

  • Headshots. One per advisor. Professional, high resolution JPG or PNG, at least 1000 pixels wide, simple background. Matching backgrounds across the team look best.
  • Team photo. Optional. One session with the whole team together. Individual shots pasted side by side do not work here.
  • Anything for a custom page. Images, PDFs, or a document with the copy in it.

Name each file so we know who or what it is, and note in your email which page it belongs on.

Commonwealth Financial Group