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The Office Audit

Back when I first started as a financial adviser, Van Kampen mutual funds was doing a big ‘value add’ push to attract more business. I’m not sure how successful their effort was for them, but one of the positive outcomes I received was an introduction to their office audit (along with a few books like “Storyselling for Financial Advisers” and “Millionaire’s Advisor“) which helped advisers understand the non verbal messages an office can communicate to clients and prospects. The typical suggestions usually consisted of things like “remove clutter,” “add pictures of family,” and “display your hobbies.” All of which were intended to instill confidence and make connections. The same is true (perhaps more so) of your website.

 

Financial Advisor Websites Audit

an image 5 questions for ask about financial advisor websitesPull up your website and pretend it’s one of your competitors. If you were looking at it for the first time what would it say about you and your company? Does it help someone learn anything meaningful about your firm or differentiate you from all the other advisors out there?

Here are a few questions to help you conduct an audit on your firm’s website:

  • How often to you add content?
  • Is the content written by you or someone at your firm?
  • Does your home page answer the WIFM question for prospects?
  • Is your website build to be search engine friendly?
  • How does your website look on a mobile phone or tablet?

Write down your answers to these questions. Have your staff do the same. Unless your answers were weekly, yes, yes yes, and great, there is room for improvement. Enhancements to anyone of these areas can lead to significant improvement in the conversion of visitors (or getting more visitors) into clients.

In reality there are many factors that go into building great looking, high performing financial advisor websites, but by starting with these 5 you’ll have an advantage (assuming you do something after asking the questions) over your competition. I’d also recommend reading¬†Storyselling for Financial Advisers¬†and Millionaire’s Advisor, they are great books that will help you connect with clients and run your practice more efficiently. If you need help or have questions, you can get them answered with a quick message here: [gravityform id=”9″ name=”Investment Advisers” title=”false” description=”false”]