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Site Review: InvestPlan.com
Review of Investplan.com
Charts and graphs are used sparingly, but effectively, throughout the site. Subheadings and bullets make readability simple, so the content is easy to digest quickly. In addition, the subheadings are attention grabbers that are consistent with the overall tone of the site.
The video on the landing page is well done, and acknowledges why investors are apprehensive about trusting others with their money.
Their claims are backed with charts and graphs as solid proof of the firm’s successful track record. Fees for each of their services are clearly visible, along with a description of each service that clearly outlines what the investor is paying for, and what he or she will receive. Each service page has a “get started” call to action, so there is no need for refreshing the browser or backing up to enroll.
Further, I appreciated that the FAQ is available as links as well as a cut and paste in its entirety.
Investplan.com does a good job of distinguishing themselves as being different from other firms who care less about the individual’s investment goals and more about growing their own customer portfolio.
Social Proof of Value
The site doesn’t include so much data and information that it adds to my confusion about investment choices. They make simple, easy-to-understand claims and back them up with credible evidence.
On the “About Us” page, the firm makes the claim “We work for you, not Wall Street.” I liked the statement, and believe that it works well with the overall tone of the site, which is one of reassurance, trust and a desire to be a true investment partner. This claim is consistent with the marketing message of the entire site: The firm wants to partner with you and help your assets grow. You will be treated as an individual investor with specific goals and not forced into one-size-fits all investment portfolios.
As an investor, after looking at this website, I would lean toward trusting this firm. Their outline of their investment review process is explained in detail and I would have a good knowledge of exactly what I was paying for, based on the description they provide on their site. Conversely, I also know what I would not be getting, so if I had additional financial needs or concerns not outlined in the investment review, I would call for more information.
Overall, the site built my trust and confidence. I liked the fact that their promise of “no hidden fees” is addressed throughout the entire site. The reinforcement of this message resonated well with me. I would strongly consider, at a minimum, calling this firm for more information.
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