Well-designed technology helps Tallahassee Financial Advisors easily maintain web presence
Trent Meewes, president of Tallahassee Financial Advisors, has been a financial planner in Tallahassee for more than 20 years. When he decided to start his own practice, he and his team turned to his broker-dealer, Triad Advisors, for a list of approved website vendors.
After evaluating several options including Forefield, Emerald, and Advisor Products, they found that Smarsh was the easiest to follow.
“We’re not the most technically savvy group, so we appreciated Smarsh because they made it just as easy as we hoped it would be,” said Kim Meewes, Receptionist at TFA. “The Smarsh team helped us with everything from website design to content.”
Meewes and his team can now successfully run their practice without worrying about complicated website technology.
“We wanted a place for customers and prospects to be able to find us on the web. When you think about this new world that we live in, I don’t know how a business could exist without a website,” said Meewes.
Now that the team at TFA has Smarsh, keeping an online presence is easy, and they don’t have to worry about compliance. “Implementation was painless. Smarsh did a great job listening to our expectations and helping us build a great website,” said Meewes.
Talllahassee Financial Advisors (TFA) is a comprehensive Financial Planning firm specializing in total asset management. Built on a solid foundation of trust, competent and experienced professional advice, responsive communication, and prompt personal service, TFA strives to assist its clients with personalized information and guidance to make sound financial decisions.
“Smarsh made it easy for us to add articles and make changes to our website, so content stays fresh.”
President, Tallahassee Financial Advisors