Evolution Financial Advisors
The Need:
Evolution Financial Advisors (EFA) is a non-producing OSJ that provides customized, conflict-free support to independent financial advisors nationwide. As EFA continued to grow, its existing website no longer reflected the firm’s reputation or the sophistication of its audience. The structure was dated, navigation was unclear, and messaging spoke more about the firm than to the advisor. EFA needed a modern digital platform built around the real journeys of its advisors, whether they were breaking away from a wirehouse, transitioning from another OSJ, or growing within the EFA community.
The Solution:
Monstrous Media Group rebuilt the EFA website from the ground up using a fully customized WordPress + Elementor Pro framework designed for scalability, accessibility, and ease of management.
Key deliverables included:
- Custom theme development aligned with EFA’s blue and gold brand palette
- Four unique buyer journeys for wirehouse breakaways, independents, OSJ-to-OSJ transitions, and current advisors
- Streamlined content hierarchy with clear, advisor-first messaging and calls-to-action
- HubSpot integration for lead generation, scheduling, and conversion tracking
- SEO and AEO optimization to position EFA within advisor search results
- Secure hosting and performance enhancements for national traffic
The Result:
The new Evolution Financial Advisors website transforms a static brochure into a dynamic recruiting and engagement platform. Advisors can now explore content tailored to their goals and find clear paths to connect with the EFA team. Internally, the site gives EFA full control over updates, analytics, and lead capture through HubSpot. The result is a digital experience that communicates confidence and independence, positioning EFA as a modern, advisor-first OSJ ready for the next generation of growth.
