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Three Essential Elements of Websites for Mutual Funds

Three Essential Elements of Websites for Mutual Funds

Three Essential Elements of Websites for Mutual Funds

If you are one of the asset managers who are still wondering if a quality website is worth the investment, consider this: the internet is often the first place advisers and investors will learn about your firm. Given this new reality, and the value of just one adviser relationship, it’s critical to not overlook the value of a website as an asset gathering tool.

Do More

It’s not enough to just be a great asset manager anymore; your website and social media presence have to be as well thought out and executed as your investment strategy. To be effective, websites for mutual funds must excel in three crucial areas: communication, compliance, and design. If any element is missing, the site likely won’t convert your visitors into clients.

Communication

First and foremost a great website needs to communicate with advisers in a way that moves them closer making an allocation in your fund. The images, words, and videos used should be consistent with the experience one would get from meeting in person.

Compliance

Staying compliant in a dynamic regulatory environment is essential. Unfortunately, managers often assume it’s too difficult to communicate well AND stay within the regulations. This is especially true of social media. But, the compliance hurdle can also be a strategic advantage for the funds that are able to successfully communicate compliantly.
An Image of Three Essential Elements of Websites for Mutual Funds

Design

Compliantly communicating, even if done well, will fail if not presented with good design. Layout, colors, typography, and navigation are just a few of the design elements to be considered. A well built website will look good, function well, and convert visitors into future clients.

Does your website measure up?

You may not manage billions of dollars (yet), but that doesn’t mean your website should look like it was designed by lawyers. Not sure where to start?
Sign up for the Workshed Website Audit.
We’ll provide you with tips for improving your website.

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Workshed is uniquely positioned to build websites for mutual funds that integrate your firms online and offline brand while maintaining regulatory compliance in a way that successfully connects you with advisers and investors.

Have questions?

EMAIL JOE

 

Kitchen Electric Testimonial

Kitchen Electric Testimonial

Great Clients = Great Projects

Now that their site has been up and running for a few months, we asked Paul and Sara Kitchen, owners of Kitchen Electric in Washougal, WA to share their experience of having a website built by Workshed.

Thank you Paul and Sara for sharing your thoughts!
Here is a more comprehensive account of what we did for them.

50% off a Social Media Makeover

50% off a Social Media Makeover

Social Media Makeover

UPDATE: For the rest of March, we’re offering our social media makeover for 50% off!

Social media is one of the first places prospective clients are going to “meet” you and your company. What will their first impression be? Make sure your Facebook, Twitter, Google+, LinkedIn, and YouTube accounts (yes you should have an account on each) are sending the right message, by letting the Workshed team create a custom profile and background image for each.

Social Media Makeover

What’s it cost?

Typically we charge $500-$600 for this service, but through the end of March we’re “slashing our prices” (imagine the guy with the crazy radio voice) and offering it for $300. For those within the range of our photographer, that’s an epic deal, for the rest of you…you’ll have to settle for a great deal!

What about the free giveaway?

To enter the “Great Social Media Makeover Giveaway” is easy. Just tell us in the comments below how you currently use social media (if at all) to market your business and share this post to the social network of your choice.

Share the social media makeover

Facebook Share link for the social media makeoverShare the social media makeover on Google+Custom Share link for the social media makeoverLinkedIn Share link for the social media makeover

[clear]If you are selected we’ll contact you with the rest of the details.

For the forward thinking types who want to proceed with the social media makeover anyway (because it’s such a great deal, and you know how important it is) we’ll refund your payment if you are selected.

What’s Included?

Photography

If you are within 30 miles of our office, we’ll send Brady over with his fancy camera to take pictures! If you’ve ever had professional pictures taken, you know this is a screaming deal. If you are not within range of our visual arts master, we take what you have and work with it. If it’s rubbish, we’ll do something with graphics instead.

Facebook Page

Custom Profile Image Custom Cover Photo

Google Plus Page

Custom Profile Image Custom Cover Photo

YouTube Profile

Custom Profile Image Custom Channel Art

Twitter Profile

Custom Profile Image Custom Background Image Custom Header

LinkedIn Page

Custom Header Image Custom Standard Logo Custom Square Logo

Universal (for your other pages)

Custom Background Image Custom Profile Image

Share the social media makeover

Facebook Share link for the social media makeoverShare the social media makeover on Google+Custom Share link for the social media makeoverLinkedIn Share link for the social media makeover

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Social Media Makeover Form

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5 Important Steps To Optimize Images For The Web

5 Important Steps To Optimize Images For The Web

Images are essential to an effective website. Quality photos can mean the difference between a successful website and an ugly website that burns the retinas of it’s viewers.

Photos are especially important for websites that need to communicate anything visual; such as products, artwork, or services.

Here are a couple of websites that do a great job communicating visually with images:
www.spotify.com
www.littleco.com

Not only is it important to be posting big beautiful photos, it is equally important that they are properly optimized for the web. Not having properly optimized photos means you are probably missing out on potential visitors and sales.

Do your images provide Google and other search engines with the relevant information they need to be properly indexed? If not, how are people going to find them?

Are your photos too big? If so, they could be taking longer than necessary to load on phones and other mobile devices.

Why optimize your images?

Google can’t read photos… at least not very well. This is why you need to tell Google what the image is so that Google can correctly index and organize it.
Is that another photo of your cat with sunglasses? Or is that a photo of your Grandma’s famous green jello recipe? Google doesn’t know. You need to tell it.

Here are 5 important steps to optimize images for the web:

1. Image sizes

Before your photo is posted to the world wide web, it’s important that it be the right file size. If your images are too large, your visitors are not going to wait around for your website to load; especially mobile visitors. Images that are small in file size are essential for fast page load times. Unless you have access to expensive image editing software such as Adobe Photoshop, there are plenty of free online tools to help optimize image size; here is a great one.

2. Image Title Tag

Give your image a good title tag. The title tag is what the visitor is going to see when they highlight over the image with the cursor. Wordpress makes uploading and tagging images a piece of cake. Simply type in the title tag after uploading your image:

Example of how optimize images for the web
If you’re not using wordpress, and are updating your website like a dinosaur, the format goes like this:
<img src=”cat.jpg” title=”My Cute Cat”>

3. Image Caption

Add a caption tag to give your visitors a nice description or insight about your image. In WordPress, the caption is added directly underneath your image. Image captions are not used by Google, so only add if you want to give your visitors additional information.

Optimize your images for the web

4. Image Alt Tag

The Alt tag is especially important for SEO and Google indexing. Make a habit of always putting relevant keywords that describe your image in your alt tags. The alt tag will also be displayed in place of the image if the image link breaks and cannot be displayed. WordPress also has a handy field to add an alt tag:

how to add alt tags to optimize images for the web

<img src=”cat.jpg” title=”My Cute Cat” alt=”cute brown cat”>

5. Image File Name

When uploading any image, make sure it has a descriptive file name. A year from now when you or a visitor are searching for a particular image, which one do you think will be easier to find?
IMG_8692.jpg or cute-brown-cat.jpg?

These are 5 great ways to help optimize your website and get more traffic. Interested in more information on maintaining an effective website, sign up for our newsletter in the right sidebar.

Have any more image optimization tips? Please leave them in the comments below!