March 12, 2021

7 Tips for Financial Advisor Website design

In this day and age, a website is one of the most important marketing tools to help deliver success and credibility to your business. A strong online presence in wealth management has never been more important. Financial advisors, who have historically paid limited attention to this area, are now focusing their efforts on website design and online marketing programs.

It’s the backbone of your online presence, digitally representing you day in and day out. Whether you’re starting from scratch or refreshing an existing one, let these financial services website design tips assist you through the process of creating an effective and engaging website to meet your business objectives.

Strong and Impressive Home Page


The home page of your site should provide a comprehensive overview of your brand and services. In most cases, this is the first page that your clients will hit when they visit your site. It should make a strong impression. Keep content sections brief, but do include a thorough overview of who you are and the services you provide. You can then link from the Home page to various other pages on the site so users can find more info. Be sure to include engaging imagery and clear “Call to Action” sections to guide users where you want them to go throughout your site.

Simplify Navigation


Make it easy for users to find what they’re looking for to get from point A to point B without having to think too much about it. Your ultimate goal for your website should be to make it a painless experience for your site visitors to explore. For example, don’t make people scroll and search for what they want. Create straightforward navigation so users can easily find items that aren’t on the first page.

Including your key services in your navigation menu lets prospects know what they can expect when working with you. Building out quality content to discuss your service offerings can help to instill confidence in prospects as they navigate through your site.

Add Video to Landing Pages


Videos are proven to increase sales and help prospective and current clients better engage with your content. Utilizing videos on your website also helps you get your point across promptly and keep people interested longer. In fact, people stay on websites that use videos 60% longer than sites with just text and pictures. Furthermore, according to Forbes, including a video on a landing page can increase conversion rates by 80%..

Upload your videos to YouTube as well. This can help drive additional traffic to your website and opens up a channel for you to build a new audience. You can also add videos to Facebook, Twitter, and other platforms, extending your social media reach..

Mobile responsive website is essential


With a responsive design, all of the content on the page automatically adjusts for the size of the screen it is being viewed on, delivering the best experience no matter the device. It’s always important to preview your content on both desktop and mobile before publishing, so you can ensure you are delivering the optimal experience. A mobile responsive website is essential to ensure you are not losing traffic due to a poorly designed mobile experience.

Place CTAs stzrategicall


The CTAs need to be placed strategically throughout your website. CTAs are more important than any other element because they are where lead capture actually happens. Your CTA is essential to the success of your advisor website and is a great marketing tool to utilize. The top right corner of the website is prime real estate for CTA placement. Adding a “read more” link at the top and/or bottom of a page is also highly effective. Just make sure that the link takes users to a page that offers some additional value to the user.

Incorporate live chat


People prefer a simple and quick online chat while they scroll through your site to picking up the phone and making a live phone call. Even if your site visitors don’t want to chat, they see that the option is there which increases brand trust. Using a live chat integration on your website also shows that you are willing to help them which is what they are there for in the first place.

Include an FAQ Page


FAQ pages are one of the most visited pages on your advisor website. If a prospect is interested, then your FAQ page is a convenient way for them to be able to find out more about your firm and have their questions answered promptly. It’s also a great way to direct leads to other pages on your site to learn more about your firm, as well.

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