Monday Morning Website Tips

Best Financial Advisor Websites Examples: 7 Ways to know why they are the best

marcus-monday

Another Monday Morning Website Tip by Marcus Rangel

Melton Financial Advisor Website Example
Melton and Company

Today, we’re diving into what makes the best financial advisor websites examples.

As a financial advisor, your website is more than just an online brochure, it’s honestly the biggest branding tool for attracting and engaging the right clients for your business. I’ve worked with financial advisors for nearly 20 years and have seen lots of good and bad web designs. Let’s explore what makes advisor websites great.

First Impressions Matter for the Best Financial Advisor Websites Examples – especially when it comes to design.

Financial Advisor Website Design
Capstone Planning Financial Advisor Website Example

Your advisor website is often the first interaction potential clients have with your business. If you are using stock photos on your website, you better hire a photographer ASAP. Here’s why, if your business is using stock photos you aren’t making a great first impression. Any advisor down the street could be using the same photos you are using, and they could have just opened their doors last week.

Making sure your site is giving that wow factor with a a great custom layout and custom content is key. Remember, you never get a second chance to make a first impression!

Make a Great User Experience

TB Wealth Management Website Example
Tampa Bay Wealth Management – CSS Nectar Site of the Day

Great custom financial advisor web design projects aren’t just about looks; it’s about how they are used. Make sure your site is easy to navigate, guides your prospect through your site, and has clear call-to-actions. Clients should be able to find what they need without hassle. Keep it simple, clear, and focused on their needs.

Mobile is Key

With an increasing number of your prospects accessing your websites with their iPhones or mobile devices, having a mobile-responsive design is crucial. Your website should great on all devices. See the screenshots above and below that showcase not only great desktop/laptop designs, but also showcase how the site is on mobile.

Content is King

CapstoneWealth

Unique and custom conversational content builds trust and establishes you as an authority in the financial advisory field. You are different than the advisor next door, your website should reflect and showcase that difference. The last thing you want a prospect to say is your website sounds just like the advisor in your area.

Effective Calls to Action

Maggard Wealth Management

Your website should be a powerful lead generation tool. Having the right contact forms, newsletter sign-ups, seminar and offers for free consultations to capture visitor information is big on your website. The key is to stay classy without having popups hitting your prospect every second, but easy enough to capture their information when they are ready to take a step.

Look at your analytics quarterly (at least)

Every website should be using analytics to see how your prospects and clients are using your website. You should at least review this quarterly with your marketer or web team to see what data is really sticking out and make changes based on that data.

The best financial advisor web designs tie it all together

Lionhead Financial
Lionhead Financial

The best financial advisor websites tie all these important aspects together. You know you’ve found a good advisor website when you can check all of these boxes off.

Check out how we’ve helped different financial advisor websites by clicking here, or click here to view more of our financial advisor website examples.

Marcus

About Marcus Rangel

I've been working with small businesses owners to craft not only beautiful custom websites, but clear, clever and concise messages to reach their prospects since 2005.

I officially hung up my "corporate cleats" to be an entrepreneur and small business owner in the summer of 2020. IMC, which started as a side hustle early in the mornings before the sun was even up in 2017, is what led me down this path as a small business owner myself. I focus on helping other small business owners continually stay in front of people & prospects with email marketing, create websites that generate leads with great engagement, and produce video content that are meant for the digital era we're in.

When I'm not creating, you can find me hanging out with my incredible family on our front lawn or on my OneWheel around the big city of Owasso, OK.

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