Hello AF! I am a 30 yr old CFA/CFP working in PWM. My company has the lock down on us trading (have to get preapproval on trades and hold for at least 2 months). Since finishing my licensing, I have free time on my hands and decided to start a personal finance website for any and everyone looking to learn what they do not teach you in school and I feel very strongly that they should. This is what I have so far and I have plans to contniue with information on more complex topics like trust administration, critical estate planning concepts, and transfer tax applicability.
My goal is to create a site completely unbiased, objective, and without influence from any type of commissioned structure or financial institution backing. If you would not mind visting www.thelastsubject.com and giving me general feedback as well as:
1. Whether or not the title works (the last subject)? Or is it too confusing?
2. How is my writing in general? I tried to limit errors and pretty much free wrote it and then went back to make edits.
If anyone has any other feedback or experience please do not hesitate to PM me or let me know. Thank you for your time.
Hey fellas! Feedback please on my new personal financial planning site?
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Hi, dude. Congratulations on your new website. I like the design, but maybe the title should be more finance-related. If the “Last Subject” shows up on search results, it’s not obvious that it’s a finance website. Sounds more like a teen romance movie.
Also, there seems to be a lot of information on the main page. It might be overwhelming for people who are not familiar with financial planning (that is, your target audience). It might be better to make individual pages for each of the topics, and make the main page a table of contents instead.
Good luck.
“I’m a CPA! I got money b***h!”
Looks nice and it’s for a good cause…i agree with ohai…the site could benefit from a simpler tabulated structure…maybe you could also do Excel spread sheets for your target audience..good luck!
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I think it looks good, needs some more organization thuogh.
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I agree with Ohai on the too much info on the first page. I think the information is good, very basic and understandable but it should be organized better.
Hey I think this is a great idea and I appluad your effort, I think this will turnout well with some continued work.
-The first thing is I don’t like the black grey and red colour scheme. Id use somehting brighter like white blue or white and green. I’d also use tabs rather then links to organize my page by topic area. like a serious of tabs horizontally arrayed underneath the title, with titles like “tax planning’ “estate planning’ ‘investments’ ‘about’
- Break up the writing, and improve the formating. Have an about page with your own bio and a pic, people love seeing pics of the people they are reading. Also with the articles, similar to public speaking break up the thoughts of the writing and allow them to sink in. Also each article should be a discrete item, decide tthe single most important topic in tax planning and cover that. for example your buddy decided to not have taxes withholded. this is a great opportunity to discuss the pros and cons of withholding between not and then strategies to minimize saving/liquidity risk for those who do not withhold, I would not discuss different tax brackets or mention joint filing rules in the same article, it clouds the message and confuses the shit out of people. You clearly know what you are talking about, make more shorter punchier articles rather then long comprehensive ones and you’ll be styling.
Honestly, I think you have done a great job so far and I love the idea. I look forward to seeing what you come up with.
I really like what this guy has done with his blog, take a look at it and see if it gives you any ideas. You can tell he’s done it to improve his business, this is a fantastic example of social marketing.
http://www.goodfinancialcents.com/
hmm after reading this post I should take some of my own advice.
@Skip, site is too dark! Lighten up the colors!
Being Born Wealthy > Being Jewish or WASPY > Born Pretty > Top 5 MBA > CFA > Avg MBA > Born middle class > Born lower class > Born in crack house > Working in IT but looking to switch to buyside
Hi there,
All the best and some of my observations.
1. The site needs to have lighter colour as background exactly as @Zesty suggested.
2. Once you land on the page, there is a very empty feeling as if the site has no content or is a WIP site. Adding a few menu items on the left hand side helps.
3. I work as a UI developer in a bank, and the first thing we are told is that we should as far as possible make the site SCROLL free. Users hate to scroll.
4. I think your USP (site being objective and 100% free) should be put on each page of your site as a disclaimer (also) at the bottom of the page.
I really liked the contents in there, just that formating them and making it more presentable would be really good. All the best pal..
Best regards,
Sooraj.
Hey Skip,
I actually work in financial planning and PWM as well. It’s great to see some attention to the subject here! When I have some time I’ll take a look at some of the meat of the site, but for now I just have a few comments that I think a few other people mentioned as well:
- Title is a little confusing
- I would lighten up the front page, both in color and content. I would use the main page for announcements and springboard to other sections. I typcially don’t like scoll down too far unless I’m on a page where I know what I’m looking for.
This sounds like a great project. I’m looking forward to see how it progresses.
Wow, I was not expecting such helpful feedback. I have written a lot of this down. I think changing the color is a definite as well as reformatting to make it more readable. It took me about 1.5 hrs to figure out how to do the expandable links so this is definitely a slow process.
Thanks to all! Anymore feedback is greatly appreciated.
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^Respect Skip. I gave a seminar to a bunch of community college students not too long ago about personal finance. This school is a bit ahead of the curve requiring all students, regardless of their focus, to fulfill a personal finance seminar which covered things such as interest calculation, credit cost, debt management, banking, retirement, investing, large purchases, and so forth. I had a great time helping these kids learn about the stuff that HS never taught them.
Overall I applauded this community college for being so proactive to teach those focused in other trade like disciplines how to manage their money, debt, and earnings once they graduated. Perhaps you could offer similiar seminar services in your location either for free or a small fee. Heck, I’d do it for free just to get presentation practice and build a natural network of potential future clients.