During the [1] pre-launch website review (Feb 10, 2026), the team identified significant problems with the existing Financial Learning Library and agreed on a strategy to rebuild it in a way that maximizes SEO value and improves usability. The core decision: convert Broadridge content from PDFs into individual, indexable webpages.
This work was scoped as part of the broader [2] and is targeted for inclusion in the Feb 17 site launch, with content delivery from John Jonas as the gating dependency.
The existing Financial Learning Library had two core issues:
Rather than linking to or embedding Broadridge PDFs, each topic will be built as a standalone webpage within the FinWellU site. This approach:
Content source: John Jonas will provide a Word document containing the Broadridge topic headers and body text. Karly Oykhman will use this to build the individual pages.
The library UI will be cleaned up to make it easier for users to find relevant content. This includes better visual differentiation between topics and improved filtering mechanisms.
Financial calculators will be added to the library as interactive tools. John Jonas will coordinate directly with Karly Oykhman on which calculators to implement and how to customize them for the FinWellU audience.
| Owner | Task |
|---|---|
| John Jonas | Send Word doc of Broadridge topics/headers to Karly |
| John Jonas | Coordinate with Karly on calculator selection and customization |
| Karly Oykhman | Build individual webpages from Broadridge content once received |
| Karly Oykhman | Clean up Financial Learning Library UI; improve filtering and topic differentiation |
This effort reflects a broader content strategy principle surfaced during the call: resource content should live on the web, not in documents. PDFs are appropriate for downloads and leave-behinds, but a library intended to drive organic traffic and keep users engaged must be built as native web content.