make your financial website superior
TRANSCRIPT
Financial Website
Make Your
SUPERIOR
Have a clear vision of what you want
your website to look like 1
Consistency is Key
it communicates professionalism and that you know what you’re doing
Place your screenshot here
RESEARCH OTHER WEBSITESCreate a list of websites that you like and don’t like. Take note of the features that stand out to you so that you can adopt them to your own website.
Your content needs to be
high quality 2
Invest in quality pictures
Hire a photographer to
take photos of you and your
team.
Headshots speak volumes to your clients; they’re able to put a face to your name.
“Going the extra step in your website
implies to your clients that you’ll also go the extra step for them too
Have a CLEAR description of the
services you provideDon’t have WALLS of
text
Testimonials go a long way
Interact with your clients and make it personable! ◉ Provide examples of past
work◉ Ask clients to write you
testimonials and recommendations
Make it simple for clients to contact you
Have your contact information readily available.
Create contact forms for clients to fill out.
Include call-to-action buttons
This could be asking people to sign up for your newsletter or to follow you on social media.
Give your clients something for free
This could be a downloadable case study or a newsletter.
Websites are an ongoing thing 3
Always look for opportunities to improve
Every once in awhile, take a look at other websites to ensure you stay modern and up-to-date.
Keep clients returning your website
Blogs are an awesome way to keep engagement up. Check out Advisor Website’s Periodical Content Library.
“Remember: your website is an asset that needs continuous upkeep, it’s
fluid and always changing
Showcase another side of your business
Keep clients up-to-date on awards you’ve won or your community service.
Pictures and Video go far
Again, don’t have a wall of text, include photos or videos instead.
Last, and most important tip! 4
Talk to your compliance office
Learn what you can and can’t do
with a website.
Compliance is also an amazing resource for information
Want to really make your website superior?
Advisor Websites offers website
features specific for Advisors.
Book a demo today to learn more!