There’s a few common issues I see with financial advisor websites: their sites are often outdated, take too long to load, and don’t quite resonate with prospects.
Look, we’re all busy. You’ve got clients to serve and meetings to attend. The last thing you need is a website that doesn’t do its job. Your site should grab attention, build trust, and convert prospects into clients. Let’s help you get there!
The Best Financial Advisor Website Builders
First off, let’s address the tools you can use to build or revamp your advisor website! Here’s a rundown of some of the most popular website builders for financial advisors:
The Best Advisor Website Builder: Webflow
Webflow is the best website design platform for financial advisors looking to convert prospects into clients. It offers a unique design without coding, allowing for flexibility and advanced design options that are perfect for creating a standout site. However, you'll very likely need to hire a designer to help you with the initial setup and advanced features.
Pros:
- Highly customizable designs that can set your brand apart.
- No coding skills required for basic usage.
- Responsive UI/UX design features that look great on any device.
- Integrated CMS capabilities, making it easy to manage your content without a separate platform.
- Strong SEO tools built into the platform.
- Excellent animation and interaction features to enhance user experience.
Cons:
- Has a steep learning curve, so hiring a designer for setup and implementing advanced features is recommended.
- Pricing can be higher than some alternatives, especially for advanced plans.
The Most Common Advisor Website Builder: WordPress
WordPress is largely accepted as one of the best website builders but requires a ton of maintenance and plugins to function properly. While it offers vast customization options, the complexity can be daunting for beginners.
Pros:
- A vast array of themes and plugins allows you to tailor your site to your specific needs.
- A large community and plenty of resources for support.
- Flexibility to build nearly any type of website.
Cons:
- The complexity can be overwhelming for beginners.
- Requires multiple plugins, each with its own update requirements.
- Regular updates and management are necessary to keep your site running smoothly and securely.
- Security vulnerabilities can arise if not properly maintained.
An Easy DIY Advisor Website Builder: Squarespace
Squarespace is a great option if you don't have the budget for a proper financial advisor website, as it provides good tools to do it yourself. It offers a range of templates, making it easier to get started without a significant investment.
Pros:
- A great option for DIY users who want to create a visually appealing site.
- Various finance website templates to help kickstart your design process.
- Built-in e-commerce capabilities for those looking to sell services or products.
Cons:
- Templates can be restrictive if you’re looking for something highly unique.
- Pricing can be higher than some other options, especially for advanced features.
- Limited integrations with third-party tools compared to other platforms.
A Customizable Advisor Website Builder: Wix
Wix is a user-friendly option too, similar to Squarespace in being more of a do-it-yourself platform. It allows users to quickly create a website without needing technical skills, making it accessible for those on a budget.
Pros:
- The drag-and-drop feature makes website building accessible for those with no technical skills.
- Offers a wide variety of templates that cater to different styles and industries.
- Good support options and tutorials available for users.
Cons:
- Some users find Wix's SEO capabilities limited compared to other platforms.
- The flexibility of design can lead to overly complex sites if you're not careful.
- Limited scalability for larger or more complex sites.
A Compliance Friendly Advisor Website Builder: FMG Suite
FMG Suite is the best option for receiving quick compliance updates tailored for financial advisors. However, it’s not user-friendly at all and feels quite outdated compared to more modern platforms.
Pros:
- Specifically designed for financial advisors, ensuring compliance needs are met.
- Easy to send updates to compliance for their review.
- Includes a suite of marketing tools beyond just website management.
Cons:
- Very difficult to customize and align with your branding.
- Hard to navigate and not the most user-friendly interface.
- Limited design flexibility can lead to generic-looking sites.
Ready to Elevate Your Online Presence?
If you want to create a standout website that reflects your unique brand, Webflow is the way to go. At Aryze Design, we specialize in leveraging Webflow’s capabilities to build stunning, user-friendly websites tailored specifically for financial advisors. Get started today!
P.S. We’ve had experience with each of these platforms, so if you’re looking for more info or need tweaks to make your platform work better for you, we can still help!
Creating a Great Financial Advisor Website
Your website is often the first place prospects go to learn about you, especially if you don’t have a tangible storefront. A clean, professional finance website that loads quickly—ideally within 0-2 seconds—communicates that you care about your business—and your clients. It builds trust right off the bat!
Get Straight to the Point with Copywriting
Your copy should convey your value clearly. No fluff, no jargon. Aim for straightforward, conversational language that speaks to your audience's needs. Show them you understand their challenges and have the solutions they’re looking for!
Optimizing SEO for Financial Advisors
A beautifully designed site is totally pointless if no one can find it. That’s where SEO comes into play! Optimize your content with relevant keywords and engaging copy to improve your visibility in search engine result pages (SERP’s for short). When prospects search for services like yours, you’ll want to be at the top of that list.
- Research and Incorporate Keywords: Identify the keywords your target audience is using to find services like yours. Naturally integrate these keywords into your website copy, headings, and meta descriptions.
- Improve Site Speed: Ensure your site loads quickly to enhance user experience.
- Optimize for Mobile Users: Make your website mobile-friendly for users on various devices, like desktop, tablet, and mobile by adjusting the content based on the viewport.
- Monitor Analytics: Use tools like Google Analytics to track your site's performance and adjust your strategy as needed.
For more comprehensive strategies on making your website a lead-generating machine, check out our article Advisor Websites That Convert Leads. It covers everything from design to content optimization to help your site succeed!
Consistency in Branding
Ensure your branding is consistent across your website. This helps build credibility and makes it easier for clients to recognize your brand.Â
- Define Your Identity: Identify your voice and values. What do you want clients to feel?
- Stay Consistent: Use the same colors, logos, and fonts everywhere, across everything — your website, social media, emails, etc. — Consistency builds recognition.
- Use Engaging Content: Share helpful content like blogs, podcasts, or a video feed that showcases your expertise and offers more SEO opportunities.
- Monitor and Adjust: Pay attention to feedback and engagement metrics. Adjust your strategy based on what resonates.
Financial Advisor Websites: Wrapping Up
Investing in a quality website isn’t just about making things look pretty. A well-designed site helps build trust with potential clients—it shows you mean business and can deliver on what you promise. When prospects land on your page, clear and engaging content is essential to help them understand what you offer and why it matters to them.
If you’re ready to take your website to the next level but don’t know where to start, we’re here to help! At Aryze Design, we specialize in creating marketing strategies tailored for financial advisors. Let’s work together to make your website a powerful tool for your business!
