Advisor Directory for Carson Wealth

Web Directory Design Objective:

The creative brief set out the following objectives for the web directory: “Improve SEO rankings for Carson Wealth and Partners involved in the client acquisition program by creating a directory that will house links to all participating advisors’ profiles.”

The Advisor Directory was designed in Sketch. Advisors in this example design are fictional. 

Web Directory Design Considerations:

This directory is intended to list all of the financial advisors that are affiliated with Carson Wealth or Carson Partners. Highlighting keywords where applicable for greater filtering ability and search optimization. Links within the layout to allow filtering by certification, title, location, years of experience, and services offered. For example, clicking the location words would take the user to a page with all advisors at that location.

An additional filter menu allows users to select a wide range of criteria simultaneously when searching for a financial advisor.