Does your website provide a compelling journey for financial advisors, or is it a confusing maze of information? If you haven’t positioned your website as the start of your client journey, you’re missing out on a key engagement tool.
Below we’ll discuss three ways to improve your website and engage financial advisors to a greater level.
First, we’ll talk about how to design your website for financial advisors. Second, we’ll cover the information that will help them stay on your site longer. And third, we’ll discuss what you want them to do next.
Customizing Your Website
Let’s talk about customizing your website to financial advisors. In our industry, there are a lot of facets of business that commercial real estate or asset managers are involved in. There are different types of businesses, lines of business and investment strategies and sometimes we try to do a one size fits all approach to websites.
That can end up being too much information for financial advisors. So, it’s important to develop a specific path you envision advisors going down or develop a site that is specific to advisors.
How do you keep advisors on your website for longer? As you’re thinking about developing a site, think about what advisors want to know, their frequently asked questions and how to engage them. It’s a balance of giving them the information they need without providing too much information. Think about how to keep them engaged and capturing more of their time, so they go further and further into your content.
Tell Them What to Do Next
Finally, tell the advisors what you want them to do next. Do you want them to contact you for more information or to set up a meeting with your sales team? Make sure your calls to action are clear on your site.
We Can Help Improve Your Website
If you need help improving your website to engage financial advisors, please reach out to us and we’d be happy to help.