Insuring against adversity, investing for opportunity, and planning for both is the mission of the North Star Resource Group. With $10 BN of assets under management, $5.8 million donated to charity, 113 years of service and over 140,000 clients nationwide, this independent financial services company required a new and vibrant site to help individuals and families start and stay the path to financial security. The Registered Investor Advisory firm (RIA) required a new and highly interactive site that would improve functionality, support its team of more than 180 advisors in 50 states, and communicate its commitment to client financial wellness.
One of the main tasks facing MVP was to create a user-friendly tool for visitors to match with an Advisor based on key criteria such as location, income, occupation, age, and financial goals. MVP also spent considerable time in crafting an advisor-friendly UX that would encourage individual registered investment advisors to join North Star in a joint effort to build a practice optimized for growth and independence with all the advantages of practice ownership. A full range of support services backed by testimonials of others who’ve made the move are incorporated into the site design. To accommodate the many and varied financial services offered by the firm, MVP designed an extensive mega menu featuring a clear and concise pathway to 16 practice areas grouped into two main buckets, Insurance & Investments and Life Events Planning. Compound filters for News & Events and Resources, the latter of which includes five MVP-designed business calculators enhances the site’s functionality as well as its form. The bright and colorful site complemented by extensive editorial and company photography is a sight to behold. Whether clients are seeking a financial professional, or such products as financial planning, investments, life or disability insurance, North Star’s new MVP-designed, custom-tailored and easy to administer WordPress site will point them in the right direction.