B2CFinance

The Next Level Planning Group

Glantz Design Case Study: TNLPG Website Redesign & Branding

Launch Website

Finding a financial advisor may seem as easy as a quick Google search, but finding a true partner who understands your values is much more difficult. The Next Level Planning Group lives up to their name—they take financial planning to the next level in every way.

How did Glantz create a website that stands out for TNLPG's financial advisory?

When TNLPG they came to us, their website looked like any other financial advisory. Our job was to make them stand out in a way that was true to their brand and their differentiated services.   Taking into account the user-insights of their targets, we developed a concept that played off people’s seemingly endless questions when it comes to financial planning—our infinite scroll brings to life these highly charged questions and The Next Level Planning Group’s ability to find the unique answers for their individual clients.  

The Next Level Planning Group Scroll

How did Glantz make financial planning fun through an engaging presentation for TNLPG?

Financial planning can be a confusing, stress inducing, and, let’s face it, not particularly thrilling topic. To better engage and serve their clients as they plan their future, the team at TNLPG asked Glantz to design an eye-catching PowerPoint presentation to accompany their “Seven Deadly Sins of Personal Finance.”

7 Deadly Sins PowerPoint
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Frequently Asked Questions

1 How does Glantz Design approach website development to ensure our brand stands out in a competitive market?

Glantz Design focuses on creating unique digital experiences that differentiate brands. For The Next Level Planning Group, they developed a concept that played off common financial planning questions, using an infinite scroll to highlight TNLPG's ability to provide unique answers. This approach was informed by user-insights to ensure the website truly stood out from competitors.

2 What strategies does Glantz Design use to make complex topics, like financial planning, more engaging for clients?

Glantz Design aims to transform potentially confusing or stressful topics into engaging content. For TNLPG, they designed an eye-catching PowerPoint presentation to accompany their “Seven Deadly Sins of Personal Finance.” The website itself also used an interactive infinite scroll to address client questions in an engaging way.

3 How does Glantz Design ensure a new website effectively showcases our unique value proposition?

Glantz Design works to understand a client's differentiated services and brand identity. For TNLPG, they built a website that specifically showcased the group's ability to find unique answers for their clients, moving beyond a generic financial advisory appearance. This was achieved by developing a concept that highlighted their distinct approach to financial planning.

4 What is Glantz Design's process for understanding our target audience and incorporating those insights into web development?

Glantz Design integrates user-insights directly into their development process. For TNLPG, they took into account the user-insights of their target audience to develop a website concept that addressed people's common questions about financial planning. This ensured the design was relevant and effective for the intended users.

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