בנו אתר לשירותי הייעוץ הפיננסי שלכם בעזרת פרומפט אחד.

Build a calm, credible website for [FIRM NAME], a [REGISTERED INVESTMENT ADVISER / BROKER-DEALER REPRESENTATIVE / FINANCIAL PLANNER / OTHER VERIFIED STATUS] serving [CLIENT TYPE] in [JURISDICTION]. Tone: clear, measured and never salesy.

Pages: Home, Who We Help, Services, Fees, Our Team, Resources, Contact.

Home: who we help, the decisions we help with, a "Schedule an introductory call" button and verified registration/firm details. Use "fiduciary" only if accurate for the service and context.

Services: [FINANCIAL PLANNING / RETIREMENT / INVESTMENT MANAGEMENT / TAX COORDINATION / OTHER], each with scope, client responsibilities and important limits. Do not give personal investment advice on public pages.

Fees: explain [AUM / FLAT FEE / HOURLY / SUBSCRIPTION / COMMISSION], minimums, potential conflicts and where the formal disclosure documents live.

Add links to [FORM ADV / FORM CRS / BROKERCHECK / ADVISER PUBLIC DISCLOSURE / LOCAL REGISTER] where applicable.

Contact form: name, contact details, broad planning need, investable-assets band [IF COMPLIANCE APPROVES] and preferred time. Never collect account numbers, government IDs, statements or tax files publicly.

Testimonials, ratings and performance content must be off by default. Publish them only after compliance approval with required disclosures, balanced context and records.

Connect qualified inquiries to [CRM] and existing clients to [SECURE PORTAL]. Add a compliance-review status and archive copy for every published page.

Use only real, approved team photos and credentials. Make the site accessible and easy to update.