We’re hard-wired to make snap judgements. Within seconds of landing on your financial advisor website, a prospective client is passing judgment on it.

This is why it’s so important to have a well-designed website. Even if you’re an outstanding financial advisor, clients won’t give you a second chance if you have a poorly designed website. A well-put-together website can make or break your business!

#1 You need to have a clear value proposition

A prospective client needs to know quickly:

  • What do you do?

  • Who do you do it for?

  • Why are you the best choice for them?

The answers to these questions make up your value proposition. And your value proposition is the most significant determinant in whether a prospective client will stick with your site or start looking elsewhere.

#2 Your site needs to be user-friendly

A good website needs to be visually pleasing and easy to use. Prospective clients don’t want to waste time navigating a complicated website! Having a clean and straightforward website they can easily understand will encourage prospects to continue exploring it.

#3 Make your Call-To-Action (CTA) prominent

You’ve caught your prospective client’s interest – fantastic! They’ve explored some of your helpful and informative content and are now looking to book a meeting. Make it as easy as possible for your prospect to take that next step.

The point of a CTA is to encourage your customer to take a specific action, such as asking for more information or booking a meeting. Therefore, CTAs should be eye-catching and easy to use – like clickable buttons or links that say something like “BOOK A MEETING.”

#4 Deliver value with client-focused content

Your website can’t just look good – it needs to provide value to your clients to help you convert leads into new clients. Customizing your content to your prospect’s needs will help build trust and draw the ideal customer to your website.

By providing valuable content that addresses your target audience’s needs, you’ll convince clients that you can help them with their financial goals.

#5 Create a lead magnet

A lead magnet is something you provide in exchange for a prospect’s name and email address. Lead magnets are one of the best ways to start a relationship with a client and pique their interest in your services. You can cover topics such as:

  • Financial FAQs

  • Recent successes

  • New products

#6 Make your site SEO-friendly

Search Engine Optimization (SEO) is a critical part of your website design. If your site isn’t SEO -friendly, it’ll be a lot harder for prospective clients to find it.

These are some of the best ways to make your site SEO-optimized:

  • Easy navigation

  • A mobile responsive template

  • Fast site speed

  • Avoid heavy media files

Feeling overwhelmed? We can help you turn your website into a conversion powerhouse – give us a call today!