Web Sites For Financial Advisors – How to Attract Affluent Clients Effortlessly

16 Dec Web Sites For Financial Advisors – How to Attract Affluent Clients Effortlessly

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  • Want to discover how to attract affluent clients to your financial advisory practice?
  • Have you ever stayed awake at night thinking about how to get new clients in the door without overworking yourself?
  • Don’t you wish you could attract new clients effortlessly?

Imagine this: You are sitting at your desk and the phone rings. You pick it up and a voice on the other end says “Are you Mr. John Q. Advisor with XYZ Advisors? I’d like to come in and meet you. I found your site on the internet and I’m looking for a financial advisor. When can we meet?”

Yes! If this sounds good to you, then reading this article will change the course of your financial success. This article is all about how to attract clients with your Web site by examining the “Facts” regarding what makes a Web site a client attraction magnet.

The internet has become a crucial part of our society. More and more, prospects are using the internet to find a financial advisor. Learning how to use the internet to get new clients, however, is an art advisors must cultivate. Long gone are the days when you could put up a one page cookie cutter Web site and wait for clients to roll in. Consumers are educated and know what they are looking for in an advisor. The key is to create a Web site that attracts your ideal clients through design, content, and style meant just for them.

FACT – Template Web sites don’t cut it anymore

A template Web site is fine for new advisors. Until you discover what you do best and who you prefer to work with, a template site will serve you well. Template sites are usually compliance approved and easy to get up and running, but they are of no real benefit to you because they are too “cookie cutter.” Template sites usually require an upfront chunk of money and an ongoing monthly fee, but they are not structured to draw internet traffic or bring you clients. What I dislike about template sites is that you continue to pay for your site monthly, over time. This benefits the template company, not you.

FACT – Quality design is crucial

You are in a business that is desirable to the upper end of society. People with money. People who are influenced by quality, style, and sophistication. That’s why a custom web site is crucial: There is no substitute for quality design. You can use a custom site to show off your competitive advantages through your brand. A good quality Web site will run you from $2,000 to $5,000 but you will pay one time, not continuously over time.

FACT – Search Engine Optimization is a must

It’s not enough to have an attractively designed site; you must use a designer who also knows search engine optimization. Designers like this are rare so you’ll have to make sure you’ve found the right one. To get to the top of the search engines, your designer will use a set of key words for each page on your site. The most commonly searched key words crucial for advisors are “financial advisor your city, your state” or “financial planner, your city your state.” There are ways to structure a web site so that the code is easily read by the search engines thereby directing traffic to you. This is what I call “effortless marketing.” Don’t neglect this strategy!

FACT- Affluent prospects will check out your Web site before contacting you

If your site doesn’t speak to affluent prospects, you’ll have trouble attracting them. Affluent investors spend time researching the background of advisors they are considering working with. This is true regardless of whether they are referred to you, they read something you wrote about a specialized topic, or they just met you while you were walking your dog. Maintain an interesting set of articles on your Web site, provide case studies regarding how you’ve helped clients, and hire a professional writer to write your biography. Also ensure that your internet profiles reflect your brand across Twitter, LinkedIn, and Facebook.

The fact is the internet has changed the face of advisor marketing forever. Advisors need to harness the power of the internet to attract their ideal clients by building a custom Web site, utilizing a professional web designer and search engine optimization, and providing valuable content on their sites. Build it and they will come!

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