As financial professionals making the leap from a large brokerage to becoming an independent RIA, we needed to establish a strong presence on the web, not only to build local credibility, but also to provide consumer interaction through our blog, newsletter, and social media outlets. While searching for the right company for our web design, we never really found the right balance of creativeness and value – until we interviewed MIAGD. Matt totally knocked it out of the park throughout the design process. MIAGD was insightful, intuitive, and most importantly, responsive to our ideas, all in a very professional manner. We couldn’t have been happier with the process or the outcome. Thanks Matt!

MIAGD Services: AdvisorFlex™ 2.0 Website, AdvisorEmail™.

Ryan L. Sheppard, CCPS
Owner / Co-Founder

Capstone Wealth Partners, Ltd.
Columbus, OH
www.capstonewealthpartners.com

Not only did Matt vastly improve the look and feel of our company website, while enhancing viewer navigation. But he added custom functionality that fits nicely with our marketing and on-going customer service strategy. Our AdvisorFlex 2.0 Website allows us to 'control' our audience for compliance. So Industry Professionals, Investors, and Accredited Investors, can now gain access to SEM performance reports, our most recent newsletters, market updates, & program reports.

MIAGD Services: AdvisorFlex™ 2.0 Website, Custom Client Portal (w/ public registration) and Document Vaults for 2 User Classes (Investors & Professionals).

Jeff Hybiak
Portfolio Manager & Manager of Institutional Services

Strategic Equity Management, Inc.
Tucson, AZ
www.stratequity.com

As one of the leading wealth management firms in the West it was important to us to have a highly customized Website for current and prospective clientele. Make It A Great Day, Inc. was diligent in working through the challenges in a timely manner and at a reasonable price. One of the best things about our on-going MIAGD experience is working with a real person. If we want to make a change or add content there is the flexibility of receiving do-it-yourself instruction or simply having MIAGD take care of it. Requests are answered promptly, but with patience and ingenuity. Thanks, Matt! 

MIAGD Services: AdvisorFlex™ 2.0 Website, Advisor-Blog, Additional Compliance Archiving Features

Bruce Dzieza, CFP®
Willow Creek Financial Services, Inc.

Willow Creek Financial Services, Inc.
Sebastopol, CA
www.wcfsinc.com

Matt – I cannot tell you how pleased I am with the look and functionality of our website – and your thoroughness in working with us. Thank you so much!

MIAGD Services: AdvisorFlex™ 2.0 Website, Custom Client Portal with Document Vault

Mary Morgan
Financial Shop Solutions

Financial Shop Solutions
Royal Palm Beach, FL
www.FinancialShopSolutions.com

You’re the best. Thanks Matt

MIAGD Services: AdvisorFlex™ 2.0 Website with Dynamic Presentation™

Stacey Turpin
Senior VP, Operations

Krasney Financial, LLC
Mendham, NJ
www.KrasneyFinancial.com

Wow!  That's the word I would use to sum up the site that Matt made for McNeely Financial Strategies LLC.  Matt and MIAGD are professional, quick, and talented designers that delivered exactly what I wanted in a website.  Prospects now have the ability to learn about me and my firm and get all the information they might need.  My business now has a web presence that will help to attract new clients.  Thanks Matt!

MIAGD Services: AdvisorFlex™ 2.0 Website with Advisor-Blog™ and AdvisorEmail™

Timothy James McNeely CFP® CIMA®
A Raymond James Independent Advisor

McNeely Financial Strategies, LLC
Northridge, CA
www.McNeelyFS.com

Dear Matt: I just want to compliment you on all your hard work and diligence in producing our website. Your service was extraordinary! You had great creativity. You did everything you said you could do in the time frame you could do it in, and were extremely reasonable. We so appreciate all the time and effort you have taken with our firm to make our site compliant as far as the regulators are concerned, and very traditional and professional. We appreciate you maintaining our site on an ongoing basis!

MIAGD Services: AdvisorFlex™ 2.0 Website with Custom Dynamic Presentation™

Donna T Gebhart
Investment Advisor Representative

Gebhart & Associates, Inc.
Fallbrook, CA
www.GebhartAndAssoc.com

On behalf of my brother Kevin and sister Janet we are so proud of our new website………your patience and understanding of our unique requests went above and beyond our expectations. We thought long and hard before we engaged the services of MIAGD, and we are all thankful we had you as a partner in creating our image.

As a side note, we have been working closely with our back office partner, Chris Crawford at Schwab Institutional. We forwarded to him the link to our website and our logo for personalization of the statements. Chris commented several times on how unique and creative your work was and asked for your contact info for future RIA’s.

Thanks again for all you have done for the McEnerney’s and we look forward to a long relationship with MIAGD.

MIAGD Services: AdvisorFlex™ 2.0 Website with Custom Intro, Logo Design, and Stationary.

James L. McEnerney, Jr.
Chief Investment Officer

The McEnerney Group
Melbourne, FL & Leawood, KS
www.McEnerneyGroup.com

I consider my decision selecting Make It A Great Day, Inc. as my web designer and email provider as probably one of the best moves I have made during the start-up phase of my new firm! Matt is terrific to work with and delivered my web site exactly as I had dreamed. The design process is so efficient and an incredible value versus other alternatives. Matt's focus on the financial advisor niche also permits him to deliver such a competitive advantage. I give my highest possible recommendation of MIAGD and will definitely be back with Matt in the future to add more services. The feedback I have already received from clients and prospects is nothing short of amazing!

MIAGD Services:  AdvisorFlex™ 2.0 Website & Client Portal access to external service providers, designed to make investors feel like they never leave the OTWP website. OTWP also uses AdvisorEmail™.

Gregory E. Schiffli
Principal

On Target Wealth Partners, LLC
Greenwood, IN
www.OnTargetWealth.com

As a turnkey asset management program with a national presence it was critical for us to develop a website that conveyed our image in a compelling and highly professional way. We considered a number of potential options but ultimately chose Make It A Great Day, Inc. for three key reasons. The first was that they understood our vision and were willing to work with us to develop a custom solution to fit our needs. The second was their ability to integrate with other technology providers so we could offer access to a variety of tools and resources through our site in a user friendly and transparent way. Finally, MIAGD offered all of this at a very competitive price. Matt Peterson and Make It A Great Day, Inc. have delivered everything they promised and more with outstanding service and support throughout the process. I would recommend MIAGD to any organization looking to develop or expand their presence on the web.

MIAGD Services:  AdvisorFlex™ 2.0 Website, Flash Homepage, and a custom Client Portal with Single Sign On (SSO) access to BridgePortfolio Services, so their advisors can access all their client reports from inside the TEG website (without having to login again somewhere else). TEG also uses MIAGD for "as needed" graphical design services at a flat hourly rate. AdvisorEmail™ hosting and archiving gives TEG the communication power and piece of mind they need.

Jeff Olsen
National Sales Manager

The Elements Financial Group, LLC
Costa Mesa, CA
www.ElementsFinancialGroup.com

By making MIAGD my creative agency of choice, my life has become simpler. By having all my marketing needs, from website to window and door signs, created all under one roof, there is a consistency of brand with everything I do. MIAGD not only provides an extremely high level of service, but the quality of their products and their pricing help the smaller advisory firm easily compete with the big firms.

MIAGD Services:  AdvisorFlex™ 1.0 Website with "as needed" graphical design services at a flat hourly rate.

Janet Tyler Johnson, CFP®
President

JATAJ Wealth Management
Blanchardville, WI
www.JATAJ.com | See Collateral