Carroll Advisory Group needed a digital presence that would:

Position Devin Carroll as a transparent alternative to traditional fee-based advisors

Attract analytical thinkers (engineers, IT professionals) who want data-driven retirement strategies, not generic advice

Convert high-intent visitors from YouTube and podcast audiences into booked consultations

Handle sensitive financial documents securely while maintaining a professional, trust-building experience

I built the entire site on Kajabi, leveraging its flexibility to create a custom experience that served as a central conversion hub for the firm's broader content ecosystem.

1. Clean, Purposeful Layout Stripped away clutter to let the flat-fee value proposition and Devin's transparency messaging lead. Every section guides visitors toward the next step — scheduling a conversation.

2. Clear Service Positioning Structured the seven-step onboarding process and annual service calendar into digestible sections, so analytical clients understand exactly what they're getting before they ever speak to an advisor.

3. Client Testimonial Integration Social proof was woven throughout the site — including real reviews from clients like Vernon H ("Would give 6 stars if I could"), Jonathan F, and Mary C — reinforcing credibility at key decision points.

4. Conversion-Centered Architecture Every page was designed with a specific action in mind. The streamlined client process flow moves prospects from discovery to engagement with minimal friction.

5. SEO-Driven Content Hub Built the blog/resource architecture to capture search traffic and serve as a lead generation engine, complementing the firm's YouTube and podcast funnels.

Platform: Kajabi (all-in-one hosting, CMS, and marketing)

Blog/Resource Hub: Built for SEO-driven lead generation

Team Pages: Humanizes the firm and builds personal connection with prospects

Secure Document Upload: Integrated Encyro for handling sensitive financial information

Streamlined Client Process Flow: Seven-step onboarding journey clearly mapped for prospects

Testimonial Integration: Real client reviews embedded at key conversion points

Fully Responsive: Optimized across desktop, tablet, and mobile

Client-Manageable: Handoff included training so the team could update content independently

A polished, professional web platform that serves as the central conversion hub for Carroll Advisory Group's content-driven acquisition strategy.

$332.9M in discretionary AUM under management

~250 clients served by a four-person advisory team

~$305M AUM at time of website build

88% of clients work virtually — never meeting face-to-face

80%+ of clients come from 30 different states

471,000 YouTube subscribers feeding the client funnel

4.9-star rating across 115 client reviews

The Funnel Formula: Devin Carroll's content strategy — "Content equals conversations, equals comprehensive clients" — depends entirely on the website as the conversion layer . The site I built transforms YouTube viewers and podcast listeners into booked consultations, then into comprehensive flat-fee clients.

Client Type Served: Mostly engineers and IT professionals (70-80% of client base) with $1M–$12M in assets, who value data, clear explanations, and transparent pricing over vague promises