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FR Financial Advisors, LLC Leverages Internet Investment for Growth

Al Buscaino

EVP, Strategic Services

When the management team of FR Financial Advisors began looking for a way to improve the visibility and accessibility of their firm for prospective new clients and current customers, they immediately turned to INDIVO

“We wanted to have an online resource that accomplished several objectives,” said Allen Forrest, one of the firm’s principals. “We wanted the site to be comprehensive in content, representative of the quality of our firm, visible in search, easy to navigate and easy for our staff to maintain. Because we have alliance partners and access to a lot of valuable investment information that’s constantly being updated, we also wanted to make that multi-media content more available via our website. INDIVO was invaluable in helping to hone our online strategy, with copy and content development, website design, and recommending the right mix of features and functionality to help maximize the impact for our budget.”

“We were very pleased with how quickly INDIVO was able to help us define our web strategy, pull all the information together and create the website. The administrator training we received further highlighted the versatility and ease-of-use of the content management system. We couldn’t be happier!”

“FR Financial Advisors brings a lot of integrity and personal service to its customers, we wanted that philosophy to show through in the website graphically and through its functionality,” said Corey Maysles. “Plus, they have access to a great deal of investment advice and educational content in the form of videos, a blog, website links, podcasts and articles that are important to their clients. We didn’t want their staff to be constantly searching for new information and posting it when we could accomplish much of that content population via automated feeds. We were striving to deliver a website with a high degree of relevancy, usability and yet be easy to maintain. The new website accomplishes all these objectives.” – Clare Eisenbacher of FR Financial Advisors

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