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Case Study · Financial Advisory

Marcus Tan

Marcus Tan leads a financial advisory team as Associate Director. His site speaks to clients and future team members at the same time.

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The Marcus Tan website on a laptop and a phone
Client
Marcus Tan
Industry
Financial Advisory
Services
Website Design, Website Development
Location
Singapore

Client Profile

Who They Are

Associate Director, financial consultant, estate planning professional: Marcus Tan wears all three hats, as an authorised representative of AIA Financial Advisers Pte Ltd. A close friend introduced him to financial advisory after his first year at university, and he has built his career on relationships ever since, with clients and with the people on his team.

That team is a mix of students and mid-career switchers, led by his values of empathetic leadership, mentorship and room to grow. He holds industry awards and memberships, and while his advisory work is aimed at medium to high net worth individuals, he serves a broad range of clients.

The Brief

What We Set Out To Do

Two audiences on one page is a tricky brief. Prospective clients want an adviser they can trust, and people thinking about joining the team want to know what it would be like to work with him. The site had to do both without splitting in two.

Marcus's portrait sits over a team photo with a short promise and a Contact Marcus button, and three paragraphs follow on how he found the industry and how he works. His awards and memberships appear as a logo grid with the year of each, the team gets a photo slider and a Browse Team Gallery button, and leadership, mentorship and growth each get a block. A grid of client quotes leads into the closing invitation to get in touch and schedule a conversation.

Our Solution

What We Built

  1. 01

    Team Photo Hero

    Marcus's portrait over a team photo, a short promise and a Contact Marcus button.

  2. 02

    Marcus's Story

    Three paragraphs on how he found the industry and how he works, with a photo.

  3. 03

    Awards And Memberships

    A logo grid with the year each award or membership was received.

  4. 04

    Browse The Team

    The team in a photo slider, with a Browse Team Gallery button.

  5. 05

    Three Values

    Leadership, mentorship and growth opportunities, each with a photo and a short text.

  6. 06

    Client Quotes And Closing Call

    Client quotes in a masonry grid, then a last section asking the visitor to get in touch.

The Finished Site

Scroll Through The Home Page

The full page as it looks on a desktop screen. Scroll inside the window to see every section.

The Marcus Tan home page, top to bottom

Our Work

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Usually replies within 12 hours · Fixed quote before starting