8 Things to Include on Your Financial Advisory Website

A financial adviser is someone or a company that provides consulting services or advice to individuals and entities concerning their financial assets or taxes abroad US citizens. They help these individuals reach their financial goals faster by assisting them to get wealthier.

As a financial adviser, you understand more than ever that it is vital to market your financial advisory business. However, in the 21st century, you can’t rely on brick and mortar alone to help get more sales. You have to harness the internet’s power to make your financial advisory services reach a global audience.

And how can you do that?

By building a website that is dedicated to your financial advisory business.

But when you build it, will they come? No!

Every good website – it doesn’t matter what niche – needs specific requirements to make them visible to the world. And once you violate some of these requirements, your financial advisory business’s probability will flop is high.

Therefore, in this article, you are going to discover the 8 things to include in your financial advisory website, first to make it visible to more people, and secondly, to get people to do business with you once they find your website.

1. Consistency

Your website should be consistent with your brand. If someone visits your website and realizes that the site is not consistent with the brand’s voice, tone, or mannerism (yes, people can sense these things online), they will be reluctant to do business with you.

Therefore, ensure that your website’s aesthetic is similar to the brick and mortar brand you’ve built.

2. Regular Blogging

If you want your financial advisory website to be seen by many people, you will have to ensure that you blog regularly.

The reason being that search engines produce results on their search pages for people looking to solve a particular solution. Therefore, if you constantly write blog posts on your website, giving people relevant information to solve their problems, the search engines will show your website to more people. Therefore, you will get more visitors.

3. Custom Video

Video has the power to invoke powerful feelings than blogs do, and the decision visitors make to go to one financial advisor than the other is often more emotional than logical. That is why you should have a customized video on your website’s homepage telling visitors what you do and how you can help solve their problems.

You can also have a video alongside your blog posts. This will be more effective as it will appeal to the visual person and the one who wants to read.

4. High-Quality Images

Nothing destroys the authenticity of your website more than having poor-quality images on your website. Nobody will trust you.

That is why you should make sure that whatever images you plan to put on your financial advisory website must be high quality and professional. Also, make sure that you do not violate any copyright laws when using images. This means that you should not use someone else’s pictures unless they give you express permission. 

One extra tip, to ensure that you don’t infringe any copyright laws, you can take pictures yourself with a professional camera, or even a high-quality smartphone one, and upload them on your financial website.

Financial advisory on portable device
Source: Unsplash

5. Lead Generation Strategy

You will be losing potential clients if someone visits your website through your blog and leaves without taking any action.

When you are creating your financial advisory website, listen to ensure that you have a solid lead generation strategy in place. This means that you should have a way of collecting the visitor’s email address or phone numbers.

You can do this by placing an opt-in form on every page of your website that will collect a visitor’s email address. There are simple plugins you can use for that Or, you could have a strong call to action that tells the visitor to call you and get a quote. That way, you have their phone numbers and can sell them more of your financial services.

The thing is, most people who will visit your financial advisory website will not be interested immediately. That is why when you collect their contact information, you can send them emails and SMS to educate them about your financial services. And when a time comes where they need your services, they will more likely get in touch with you.

6. Contact Information

Imagine someone visits your site, likes what he sees, and wants to get in touch, and oh, there’s no contact info. What do you think will happen? You’ve lost a customer to your competitors. Because that visitor will go to the competition fast. And you don’t want that, do you?

That is why as a financial advisory service, you should have your contact information on every page of your website to make it easier for potential clients to get in touch with you.

7. Security

Okay, no one may look if your website has the ‘s’ in HTTPS. But when they try to enter your financial advisory website and get a ‘This site might be harmful’ on their screens, how likely will they hightail out of there? Very!

That’s why as a professional financial adviser, your website should be completely secure to protect your visitors information. If your financial advisory website is not secure, this will tell the visitor that you’re not on top of things so make sure your website is up to par and has a current security certificate

8. Excellent copywriting

Copywriting is the ability to persuade people to take a specific action through the written word. Now, what is the essence of your financial advisory website? To convince visitors to do business with you. This is where copywriting comes in.

Getting a copywriter to write compelling content and messages for your financial advisory website will boost your chances of landing high-quality clients every day.

So, invest in a good copywriter. If you don’t have the budget to hire a copywriter, learn the basics of copywriting so that you can write compelling messages that get more people to inquire about your services.

Financial advisory on phone
Source: Unsplash


So, as a financial advisory professional looking to build a website, these tips above are excellent starting points to building a highly experienced financial advisory website that your visitors will trust and want to do business with.

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