Nardis Advisors

Nardis Advisors is an independent Registered Investment Advisor serving U.S. expatriates with investment management, tax solutions, and cross-border wealth strategies, with a particular focus on Americans living in or relocating to Israel.

Code Cobalt rebuilt and iteratively improved the firm’s website to better communicate its specialized expertise, clarify service offerings, and create clearer pathways for prospective clients. The project focused on modern design, improved information architecture, analytics-driven decision making, and streamlined lead generation.

Nardis Advisors needed a website that clearly communicated its highly specialized services for U.S. expats, particularly those navigating the financial and tax complexities of living abroad.

The existing site was cluttered and difficult to navigate, making it hard for visitors to quickly understand services or take meaningful next steps. Conversion paths were unclear, and there was limited visibility into how users were interacting with the site or where they were dropping off in the funnel.

The platform also required stronger organization, improved navigation, automated webinar registration, FAQ functionality, enhanced blog and services pages, team and careers sections, and seamless integration with third-party tools for email marketing, consultations, and analytics.

Code Cobalt rebuilt the website with a clean, professional design that emphasizes trust, clarity, and subject-matter expertise. The homepage was redesigned with a clear visual hierarchy, including a video hero section, featured insights, services highlights, newsletter sign-up, and strong calls to action.

Navigation was restructured using a mega menu to organize content into logical sections such as About, Knowledge Center, and Contact, making it easier for visitors to find relevant information quickly.

Google Analytics 4 (GA4) was implemented via Google Tag Manager (GTM) with conversion tracking for contact form submissions, newsletter sign-ups, webinar registrations, and Calendly consultation bookings. This provided actionable insights into user behavior and funnel performance.

Additional improvements included:

• Automated webinar registration system integrated with Constant Contact, including follow-up and confirmation emails
• FAQ system with summarized questions and dedicated detail pages
• Redesigned blog and services pages to improve readability and clarity
• Careers page with job listing functionality
• Meet the Team pages to highlight expertise and build trust
• Calendly integration with proper redirect and conversion tracking
• Mobile optimization and SEO best practices applied throughout the site

The rebuilt website clearly communicates Nardis Advisors’ expertise and value proposition for U.S. expatriates, creating intuitive pathways for visitors to explore services and take action.

Improved navigation and homepage structure help users quickly understand offerings, while GA4 provides comprehensive visibility into engagement and conversion performance, enabling data-driven optimization.

Automated webinar registration and email follow-ups streamline outreach and client education. The FAQ system supports self-service discovery, while the services, team, and careers pages strengthen credibility and growth.

Overall, the site establishes trust, improves lead generation, and makes it easy for prospective clients worldwide to learn, engage, register for events, schedule consultations, and get in touch.