4 Tips For Building A Financial Advice Website

Having a robust digital presence is essential in the modern world. If a customer doesn't have an existing financial advisor, the chances are they'll search online to find one. If you don't have a website that stands out, you'll be at a considerable disadvantage compared to your competitors. 

So, what exactly should you include on your website? A full breakdown of their investment options? Or should you just keep things simple with a basic overview?

Here's a look at how some of the best-performing financial advisor websites tackle this subject. 

1. Monitor Compliance

Before you start designing anything, make sure you have compliance in mind. It's essential to embrace the spirit of the regulations and not just the letter of the law, to make sure you don't fall foul of any unintentional breaches. 

Regulatory changes are common, and to do your job effectively, you'll need to stay up to date. When there are any tweaks to the law, don't forget to review your website to ensure it is still compliant. 

2. Ask & Answer Questions

Many people who are seeking your services may have never used a financial advisor before. By anticipating the questions they may have and then answering them, you'll be easing many of their concerns. 

Put yourself in your prospective client's shoes: what would they want to know? They may want to know whether they can trust you, whether you have experience helping people in their circumstances, and the process you follow. 

Walk your website visitors through everything you do at a high level, so they know what to expect, and can see you have lots of experience. Save the detail for the next stage though your website should provide just enough to get them interested in finding out more.

3. Consider Hosting A Blog

You can create a website as a one-off exercise: create a high-quality landing page and useful information, and then leave it to do its job.  

If you want to maximise your reach and provide a reason for clients to keep revisiting your page, however, a blog is an excellent idea. It helps build up your reputation as an expert source to ensure customers return to your page repeatedly to get the latest news and information. 

A blog can also help with your SEO, enabling you to reach a broad audience and appear at the top of the search results. Google search engine loves sites that regularly update their content with valuable and good quality information, so you'll be driving more traffic to your site with minimum effort. 

4. Get the Basics Right

Above everything else, if you want your website to deliver a positive experience, it needs to be visually appealing and easy to navigate. Steer clear of fussy graphics and complicated fonts; your website should be simple to read at just a glance and make your clients want to find out more. 

The exact design is a matter of personal choice but consider the fact that many people will be viewing it on a mobile. Therefore, make sure your website looks just as effective on a smaller screen. A minimalist design with clear colours and obvious links will encourage your website visitors to stay a while longer - which should, in turn, lead to a higher conversion rate and a busy appointment book.