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!