Site Rebuild Proposal · April 2026
Duncan Williams Asset Management
Your website should work
as hard as your advisors.
A data-driven case for the site your firm has earned.
2023–2026 Performance Review
Platform Assessment
The Path Forward
01 / Context
The Firm Today
DWAM has grown into
something the current site
wasn't built for.
Ranking
#1
Memphis Independent RIA
Assets Under Management
$2.6B
Growing
The Webflow site served the firm well in its early years. But the firm is bigger now, more advisors, more services, more content, more client communications. What works for a lean startup doesn't scale for a firm at this level.
02 / History
The Starting Point
Webflow was the right call.
Fast to launch. Looked professional.
Got the firm online.
2023
Site launches on Webflow. GA4 created June 6. Organic traffic begins building.
2024
Traffic explodes +479%. Quote blog strategy drives 36K organic users. Peak performance.
2025
Organic drops 21%. Engagement collapses. AI search begins intercepting clicks. Platform limits start showing.
2026
CTR at 0.47% and falling. Bounce rate 77%. The site needs a new foundation.
This isn't a criticism of a bad decision. It's the natural arc of a firm that outgrew its tools.
03 / Performance Data
The Traffic Story
Traffic grew 6x.
Quality didn't follow.
Monthly Users: GA4 (Jun 2023–Mar 2026)
131K
Total users since launch
77%
Bounce rate today (was 50%)
74s
Avg session duration (was 208s)
04 / Engagement Trend
Site Engagement 2023–2026
The site is getting more visitors
and losing more of them.
Engagement Rate vs Bounce Rate
| Year |
Engage |
Bounce |
Avg Time |
| 2023 |
50.5% |
49.5% |
208s |
| 2024 |
49.3% |
50.7% |
139s |
| 2025 |
35.7% |
64.3% |
111s |
| 2026 Q1 |
23.2% |
76.8% |
74s |
Every quality metric has declined every year. The site is attracting traffic it can't convert.
05 / The AI Effect
What's Happening in Search
Impressions up 4x.
Clicks down. CTR at 0.47%
and still falling.
Search Console: Impressions vs CTR (Nov 2024–Mar 2026)
The site now appears in 277,000 Google searches per month, up from 66K in late 2024. But Google's AI Overviews are answering the question instead of sending the click.
The quote-based blog content ranks broadly but attracts zero-intent visitors. Google shows the answer in an AI snippet. The user never clicks. The impression counts. The visit doesn't happen.
To compete in AI search, content needs structured data that tells Google exactly what the answer is. That's AEO. It requires the right technical foundation.
06 / Who's Actually Engaging
The Signal in the Noise
The real prospects are there.
The site just isn't built to capture them.
CHANNEL QUALITY COMPARISON: 2025
| Channel |
Engage |
Avg Time |
| Organic Social |
52.6% |
7 min |
| Organic Search |
48.0% |
2.3 min |
| Referral |
44.1% |
3.2 min |
| Direct (likely bots) |
15.3% |
36s |
Returning visitors , just 4% of traffic , spend 4x longer on site and engage at 2x the rate. These are real prospects. They come back. They read. They're deciding.
Team + About pages convert best. /team: 84% engagement. /about: 79%. /team/duncan-williams: 77%. Prospects do their research here. They decide to call or not.
"Retiring to France" proved the model. One practical, scenario-based post drove 9,904 sessions at 67% engagement, outperforming every quote post combined. The right content works.
07 / Platform Assessment
Where Webflow Runs Out
Webflow was built for websites.
DWAM needs a platform.
These aren't Webflow's failures. These are the honest limits of a website builder used by a growing firm with real operational needs.
📧
No Team Email Hosting
20 advisors. No solution inside the platform. Email lives somewhere else, managed separately.
📊
CMS Item Cap
A real content strategy. 100+ posts, team profiles, guides , hits Webflow's 2,000-item ceiling fast.
🔧
No Custom Server Logic
Calculators, quizzes, lead routing. Every custom need requires a third-party embed or workaround.
📋
Data Lives in Webflow
Forms, contacts, leads. All route through Webflow's infrastructure. You don't fully own it.
💰
$212/Month for Less
You're paying more as the platform does less of what you need. The gap widens every month.
⚡
Speed Ceiling
Webflow sites consistently score 60–75 on mobile Lighthouse. Engagement data confirms it's a problem.
08 / The Opportunity
The Web Changed
When someone asks Google
"best wealth manager in Memphis":
who answers?
Google AI Overviews, ChatGPT, and Perplexity pull answers directly from websites with the right structured data. This is called AEO (Answer Engine Optimization). Sites built for it get cited. Sites that aren't become invisible in a way that's hard to even measure.
The CTR collapse in the Search Console data is structural. The right site architecture makes DWAM the answer, not just a search result.
- ✓ FinancialService schema: tells Google exactly what DWAM does
- ✓ FAQPage schema: AI engines surface these answers directly
- ✓ Person schemas: every advisor searchable, authoritative
- ✓ LocalBusiness schema: Memphis-specific search signals
- ✓ Article schema on every blog post: content gets attributed
09 / The Solution
The New Site
The design and architecture
are already proven.
Here is what it looks like.
15 routes. DWAM's real brand: Manrope, teal + lime, authentic Memphis. Mobile-first, 90+ Lighthouse target. A working prototype live on Cloudflare's edge today.
🌐 dwam-homepage.pages.dev
15 Routes Built
Full JSON-LD / AEO
On-Brand Design
90+ Lighthouse
Team Can Edit It
Infrastructure Owned
"The firm you've built deserves a website that reflects it. It's ready. We just need to turn it on."
10 / First Impressions
10
The Digital First Meeting
Prospects Google DWAM
before they ever call.
The data backs it up. Team and about pages have 77–84% engagement. That is not browsing. That is due diligence. High-net-worth clients, business owners, nonprofit boards , these are sophisticated people making a judgment call in the first 10 seconds.
- ✓ Loads under 1 second on mobile
- ✓ #1 RIA credential above the fold
- ✓ Memphis community story front and center
- ✓ Every page drives toward a conversation
The "Retiring to France" data point matters here. Practical, specific content at 67% engagement proves the audience responds when the site speaks directly to their situation, not generically.
The new site is built around the pages that already convert. Team profiles with Person schema. Service pages with intent-matched content. CTAs that appear when engagement is highest.
11 / Conversion Tools
11
Lead Generation
Interactive tools that start
conversations , built in,
not bolted on.
🧮
Retirement Calculator
Shows a prospect their number. Then offers a conversation. Turns a visitor into a lead with intent.
🏛️
Nonprofit Endowment Quiz
7-step scored assessment. Surfaces gaps and recommends next steps. Positions DWAM as the expert before the call.
📩
Gated Guides
Download a guide, leave an email. Captured directly into your system. No Mailchimp popup hacks.
The current site has none of these. A prospect either calls or leaves. These tools create a third option , and capture the people who aren't ready to call yet.
12 / Content Strategy
12
Long-Term SEO Asset
The quote blog drove traffic.
The new content strategy
drives clients.
The data is clear: practical content outperforms generic content by an order of magnitude. "Retiring to France" , one article , drove 9,904 sessions at 67% engagement. Every quote post combined didn't beat it.
The new site supports a content architecture built for high-intent searches: retirement planning scenarios, tax strategy, market commentary, Memphis-specific financial planning. These are the queries that attract real prospects , and the structured data makes DWAM the cited answer.
- ✓ No CMS item cap , scale without limits
- ✓ Author attribution + Article schema on every post
- ✓ Category and tag taxonomy built for SEO
- ✓ Every article builds domain authority
- ✓ Content written for AEO gets cited by AI engines
Organic social drives 7-minute sessions. LinkedIn is likely the primary driver. The new site gives social visitors a destination worth the click.
13 / Advisor Presence
13
Every Advisor Counts
Team pages are your highest-
converting real estate.
Treat them that way.
GA4 data shows /team at 84% engagement and /team/duncan-williams at 77%. These aren't browsing visits. Prospects are doing due diligence. They're deciding.
The new site gives every advisor a full profile , bio, credentials, specializations, Person schema for search, clear CTA. When a prospect searches an advisor's name, the result is rich, authoritative, and points back to the firm.
84%
/team page engagement rate
77%
/team/duncan-williams engagement
20+
Advisors who need this
15 / Where We Are Now
Prototype
This is what
it could look like.
What you are looking at is a working prototype. The design, brand, and architecture are proven. The full build includes a custom CMS, content tools, data integrations, and the operational infrastructure to run it at scale.
🌐 dwam-homepage.pages.dev
16 / Blockers
What the Full Build Includes
The prototype proves the concept.
The full build delivers the platform.
What gets built in the full engagement:
- 1 Custom CMS for blog, team, services and guides
- 2 Team email hosting across all advisors
- 3 Retirement calculator and nonprofit health quiz
- 4 Lead capture, form routing and CRM integration
- 5 Full AEO structured data across all pages
- 6 Analytics, Search Console and bot filtering setup
What you have today
Working
Prototype
Design, brand and architecture proven
The prototype eliminates design risk. You are approving a direction you can already see and use, not a PDF mockup.
17 / The Migration
Three Steps
The migration is straightforward.
Three steps from prototype to live.
📸
Step 1 , Content
Gather team photos, bios, Calendly link, legal docs. 2-week window. We handle the rest.
🔀
Step 2 , DNS Cutover
Point duncanwilliamsam.com to Cloudflare Pages. All old URLs redirect. 15 minutes of DNS work.
🚀
Step 3 , Go Live
Verify everything looks right. Test on mobile and desktop. Confirm Google Search Console ownership transfer.
Timeline: 2 weeks
Risk: Low
Rollback: DNS revert in <5 min
Then: Cancel Webflow
18 / Decision
Three Decisions
The ask is simple.
Decision 1
Approve
Direction
Confirm the prototype is the right path
Decision 2
Scope the
Full Build
CMS, tools, integrations, timeline
Decision 3
Set a
Start Date
Begin the full build
The prototype makes the case. The data makes the case. The next step is approving the direction and scoping the full build.
Thank You
Duncan Williams Asset Management
The firm you've built deserves
a website that reflects it.
It's ready. Let's turn it on.
🌐 dwam-homepage.pages.dev