10 must haves for financial advisor websites.

10 must haves for financial advisor websites.

Are you a financial advisor looking to make your website stand out from the rest? Having an attractive, user-friendly website these days is essential for any RIA looking to grow AUMs, and it’s no different for financial advisors. Here are ten must-haves for a successful financial advisor website that will help you attract potential investors and keep them coming back. From personalized branding to educational content (like fiduciary and fee-only), client login(s) and security features, these ten tips will ensure that your website is up to the task of modern financial advising!

  1. Responsive Design. 70%+ visitors will be viewing your site from a mobile device.
  2. Clear Navigation . Be sure to include your services, as this is likely what investors will be searching for.
  3. Professional Branding. We customize your AdvisorFlex Website for you.
  4. Flexible Layout. AdvisorFlex Websites are built on the latest drag-and-drop technology. The customization options are virtually unlimited.
  5. Clear Client Logins. Logins should be at the top of the website and easy to see.
  6. Quality Content. "Content is king." We can help.
  7. Secure Platform. AdvisorFlex Websites contain all the latest security features to keep your site online and safe.
  8. Contact Information. Phone numbers, scheduling links and emails should be located at the top of the page.
  9. Call to Action. Offer a Complimentary "Get Acquainted" Meeting or other CTAs.
  10. Lead Capture Forms. These forms should be short and sweet. They should also contain a CAPTCHA to help reduce spam.
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