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6 Must-Haves For Your Website

More and more people find financial advisors just like they find every other service they use – online! It’s important for financial advisors to have a strong online presence, and often your webpage will be your first impression on a potential client.

Here are some must-haves for financial advisor webpages:

1. A clear value proposition – What makes you different?

Your webpage should clearly communicate what you offer as a financial advisor and what sets you apart from others in the industry. This could include your areas of expertise, your unique approach to financial planning, and the services you offer.

2. A professional design

A clean, modern design can welcome new clients and communicate your brand. While you may have a lot of information you want to share, be sure you don’t overwhelm visitors; disorganized or overly-complicated pages can turn away potential clients.

3. Contact information

One of the main things your website should convey is how to get in touch with you. Make sure your webpage prominently displays your contact information, including your phone number and email address. You may also want to include a contact form that visitors can fill out to request more information.

4. Testimonials

Including endorsements from satisfied clients can help build trust with potential clients. A good testimonial is authentic and specific, including the client’s name, if possible.

5. A blog or resources section

Including a blog or resources section on your webpage can help establish you as a thought leader in the industry. This section could include articles, whitepapers, or videos on financial planning topics.

6. Social media links

Make sure you link to your social media profiles to help visitors connect with you. To learn more, check out our post about the importance of social media for financial advisors.

Creating a strong online presence starts with a web page that represents your business and attracts potential clients. It is absolutely essential to your financial planning business. At Graham Media Partners, we help financial advisors and firms create and maintain an online presence that conveys their brand and values. Give us a call!


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