Carter Financial Management

Carter Financial Management

Founded by former CFPB, IAFP, and FFP Chairman Bill Carter over 40 years ago, the 17 advisor, $1B+ AUM team came to Mindtap on the recommendation of their video agency, Flying Canvas Productions. Their brand and website were in dire need of a makeover, as the firm began to focus on the needs of a new generation of clients.

We started by developing new positioning and personas based on extensive discovery sessions and research, followed by detailed UX studies, design comps, overhauled copy, and finally, a ground-up rebuild of the website.

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Posted on

July 24, 2019

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