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Work through this checklist from top to bottom. Each section links to a detailed guide if you need help with any step.
Don’t skip the compliance section. Disclaimer language is a regulatory requirement for financial advisory firms — your compliance officer should review it before you go live.

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Content

1

Add all team members

Every advisor and staff member who should appear on the About page needs a CMS entry with their name, job title, credentials, bio, and a photo.How to add a team member →
2

Add your reviews

Aim for at least 10 reviews to start. Pull from your Google Business Profile, intake forms, or client emails.How to add reviews →
3

Check your services

Make sure each service has an accurate description and is linked to relevant reviews and team members.Managing services →
4

Write at least one article

Publishing one piece of content at launch gives visitors something to read and signals an active site to search engines.Publishing articles →

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Pages

1

Rewrite the Home page hero

The default headline references a demo firm. Replace it with your firm name and value proposition.Editing your Home page →
2

Rewrite the About page

The firm story, stats (AUM, years in business, client count), and team section all need your real information.Editing your About page →
3

Connect your booking tool

Link your Calendly, Acuity, or scheduling tool to the Book page CTA button.Editing your Book page →
4

Check every page on mobile

View your site on a phone before going live. Most visitors will be on mobile.

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Compliance

1

Add disclaimer text to each review

Every review needs the disclaimer field filled in — typically “Client, unpaid testimonial” or your compliance-approved variant.Testimonial compliance →
2

Review site-wide disclaimer language

Check the footer disclaimer on every page. The default text is a placeholder — replace it with your firm’s approved language.Where disclaimers appear →
3

Get compliance sign-off

Share the staging link with your compliance officer or review the content yourself against SEC/FINRA testimonial rules before publishing.

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SEO basics

1

Set page titles and descriptions

Each page needs a unique SEO title and meta description. The defaults say “Bright Financial” — update them to your firm name.
2

Upload an OG image

This is the image that appears when someone shares your site on social media. A branded image (your logo on a clean background) works well.

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Final checks

1

Test all links

Click every button and navigation link. Make sure nothing goes to a placeholder or error page.
2

Test the booking flow

Go through your booking page end-to-end as if you were a client.
3

Publish

Once everything looks good, publish your site from the Webflow dashboard.