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16 · Financial planning and insurance

Manuel Agramonte

Services
Web design, Development, Bilingual content, Ongoing maintenance
Desktop view of the Manuel Agramonte website
Mobile view of the Manuel Agramonte website

The problem

Manuel Agramonte is a financial advisor and insurance agent in Midland, Texas, with a degree in accounting and finance. His work rests on ideas most families have never heard explained plainly: protection through the right coverage, the private banking concept, and Velocity Banking, a cash flow method for paying less interest and getting out of debt sooner.

That is a hard sell on a website. A visitor who has never heard of these terms leaves before the second paragraph, and one who has heard of them is wary of anything that sounds like a promise. The people he serves speak Spanish first, and many of them also do business in English.

What I did

  • Opened the site with the problem instead of the product: most people do not have an investment problem, they have a money leak, and the page says so in the first screen
  • Organized his work into three plain pillars, protection, the private banking concept and Velocity Banking, each explained in a few sentences without jargon
  • Laid out his process as five stages, from the diagnosis to the results, so a visitor knows what working with him looks like before the first call
  • Pointed every call to action at one first step, the diagnosis, with WhatsApp and a direct phone line one tap away
  • Wrote the site in Spanish first with a full English version, each written natively rather than translated
  • Stated plainly that the content is educational and not investment, legal or tax advice, and that insurance products depend on each carrier's eligibility and terms
  • Ongoing maintenance keeps the services and the contact details current