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Advisor WOW Website Formula

Advisor WOW Website Formula

A detailed infographic of our formula and how to implement.
The “Website WOW Formula” no marketing person ever shared with you…probably because they didn’t have one.

Learn…

How to avoid common, and painful, website mistakes.
The importance of having an engaging website.
The 5 key roles your website should play.
How to build a better menu/navigation.
How to build a powerful home page that WOWs ideal prospects and COIs.

Schwartz Financial Website Makeover (Video)

Schwartz Financial Website Makeover (Video)

30+ Ideas to Enhance Your Financial Website

My article, “10 Reasons Your Financial Website Needs a Makeover” was a hit on KirkLowe.com and on my LinkedIn profile. I followed up that article with FIVE solution driven articles tackling all ten reasons – as inspired by Michael Schwartz’s challenge to offer more value in my writings. With Michael’s permission I’ve taken this a step further – to evaluate, critique and direct Michael on how to significantly enhance his website, it’s role in his marketing and the results it produces for his practice. Michael, thank you for allowing me to share this with the financial community.

CLICK IMAGE TO WATCH THE VIDEO.

How to Find the Right Financial Advisor Website Design Company

How to Find the Right Financial Advisor Website Design Company

Financial advisor websites come in one of four flavors of readiness:

1- You have a perfectly fine financial advisor website – it looks good, attracts prospects and provides leads (in which case you don’t need this resource)
2- Your website is “okay” but something isn’t right as it isn’t creating any leads
3- Your website needs a full makeover – it looks “old” and simply isn’t engaging
4- You either don’t have a website or you know it’s time to start over with a new one

CLICK IMAGE TO DOWNLOAD.

Financial Advisor Guide to Redesigning Your Website (AKA – Great Websites 101)

Financial Advisor Guide to Redesigning Your Website (AKA – Great Websites 101)

This eBook is a financial advisor primer on building or re-building an effective
financial advisory firm website. It covers the basics to help ensure you put your
best foot forward with a list of DO’s and DONT’s for the following categories:

1- Credibility & Professionalism: in the first 10 – 20 seconds
2- Message: clarity, conciseness and relevance
3- Navigation: intuitive and prioritized
4- Purpose Description: what you do, why you do it, how you do it and for whom
5- Call to Action: easy and risk free next step

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How To Write A Killer BIO

How To Write A Killer BIO

Let’s face it – 95% of the professional bios for financial advisors are – how can we put this gently – boring. Given that upwards of 80% of people looking for a financial advisor will search the internet before making a call, having a compelling bio is an important part of your marketing arsenal. Use this guide to make sure your bio attracts clients, not one that puts them to sleep.

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Website Requirement Analysis

Website Requirement Analysis

This exercise will help you and your team uncover important information about developing the right website, with the right expectations for the right reasons.

It will help you focus on questions like what role you want your website to play, things like: branding, functionality, sales support, lead generation, and messaging?

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6.5 Ways to Maximize Your Financial Advisor Website

6.5 Ways to Maximize Your Financial Advisor Website

Knowing the role you want your website to play in your financial practice is critical to understanding what kind of website to build and to achieving a high level of success.

Other important factors are: team buy-in, goals, message, social media, and navigation. This resource has some fundamental insights to help.

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Responsive Websites

Responsive Websites

As you may have seen in the “Great Websites 101” whitepaper, the number of website visits being performed through mobile devices is increasing rapidly. One report indicates that in the last 13 months, the proportion of traffic coming from tablets has increased by 550%.

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