Rocket Talk: How to Work With a Designer to Get Great Visuals


You don’t have to be a graphic designer to get the benefits of great design. You just need to learn how to collaborate with a designer to get the best visuals for your website possible. In this episode of Rocket Talk, Kirk Faulkner and Raudel Enrique sit down and talk about the ways that you can make sure your experience working with a designer is not only fruitful but fun as well!

These Four Website Tweaks Will Change The Way Visitors See Your Site

We don’t have to tell you the importance of having a website in today’s marketing age. But, simply having a website isn’t the final step. Your website must be engaging, user-friendly, and lead-generating. Let’s look at four simple tweaks you can implement today to take your website from flat to fantastic.

Making it Responsive

Mobile traffic continues to surge in popularity and if your website isn’t mobile-responsive, you are likely losing many visitors and potential clients. There are few things worse in the marketing space than a website that doesn’t display correctly on a variety of devices, including desktop computers, laptops, tablets, and smartphones.

All Advisor Launchpad websites are built with mobile in mind. Our Concierge and Exclusive themes look beautiful on all different screen sizes and translate well on Apple’s iOS, Androids, and other operating systems.

Make it Stylish

This one comes down to personal preference, but there are common design trends that must be considered when building your site. Your website designer will understand terms like “white space,” “user experience,” “typography,” and more, but all you need to know is that design matters!

Check out this article we wrote about some do’s and don’ts of website design for financial advisors for a few more guidelines.

Make it Easy to Navigate

Piggybacking on design, the navigation of your website is one of the most important things to consider when thinking about usability. A simple navigation is a successful navigation because you want your website viewers to be able to get the information they need quickly and easily without getting lost in your site.

Our Advisor Launchpad sites have parent navigation (the navigation items on the top) and child navigation (the items that fall below). Some websites may have grandchildren navigation items that go one step further, but this can get a little convoluted if not used correctly.

Make it Legible

There are many rules to follow when writing and designing your website content. Writing for the web is a lot different than writing other long-form pieces such as newspaper articles or books. Attention spans are shorter, the content goes into less depth, and website visitors don’t read every single word.

So what does that mean for your website? When creating your copy, make your paragraphs short and focused, only use one of two different fonts, and create division in your content with headers, sub headers, and bullet points. These tweaks will make your website much more legible and increase conversions and leads.

Is your website up to today’s design standards? Meet with a marketing expert today to find out!

Want to Integrate Robo-Platforms on Your Site? Read This First!

Robo-advising technologies are gaining more popularity and how to properly market them has become a question many financial advisors are wondering. Marketing robo-platforms is a sticky situation because you want to highlight the advantages of technology while also promoting your own value.

Here are four things to do before integrating a robo-platform onto your Advisor Launchpad site:

Understand the different types of robo-advising technology

Not all robos are made equal, and deciding which platform is best for your firm is the first step in implementing a strategy (this article from IRIS does a good job of laying out the basic types of robo-technology options). Here is a quick synopsis:

  • If you would like to remain in charge of your technology’s look and feel, you may consider building a robo-advisor front-end and use APIs to tie in an existing BD. This option will still need guidance from an IT team, but it is a less expensive option than building something from scratch.
  • For advisors looking for complete customization and maximum control, you can build a robo advisor from scratch. The cons of this option are that it is the most costly and will require professional help from an IT expert.
  • Integrate a third-party software into your website, such as Riskalyze and eMoney Advisor. This option gives advisors the least amount of customization options, but is also the easiest and the cheapest.

Choose the technology platform that is right for your firm

After understanding the basics, you should choose which robo-platform is best for you. Ask yourself what do you want to accomplish with this offering and what benefits it provides your clients. These are great questions to get you started in your search for the perfect robo.

Some of our favorites, and ones that can easily be integrated into Advisor Launchpad sites, include RiskalyzeeMoney AdvisorHiddenLeversNest Egg Guru, and Advizr.

Market your technology in a client-centric way

You may have been drawn to the robo-tech of your dreams because of its fancy bells and whistles, a long list of features, and the nitty gritty details of what makes it great. But when marketing the platform to your clients, put yourself in their shoes. At the end of the day, they might not care about what makes your tech the hottest on the market. They care about how it will benefit them and help them pursue their goals.

This is the position that the majority of your marketing materials should take – client-centric and focused on their needs. For example, eMoney provides clients the opportunity to see a living, breathing financial plan. There are plenty of features that you could list on your site, but simple is better and you only need to answer one question: how does this piece of technology help your clients?

Highlight the complementary relationship between human and computer

Many financial advisors struggle with marketing their robo-advisory services because they don’t want to devalue themselves. You may think “if I have a risk tolerance software on my site, why wouldn’t a client just use that?”

But on the contrary, having a robo-offering actually complements your firm. Then, your clients can enjoy the concierge, high-touch support of a human advisor and the efficiency of technology. When marketing this offering, highlight this advantage and how your financial advising clients can enjoy the best of both worlds.

The above are just a few ways to market robo-advisory strategies. What technologies do you use, and how do you market them?

The Difference Between Traffic and Conversions (Plus 5 Ways to Increase the Latter!)

If you’ve been studying your Google Analytics, you may have noticed a metric called “website traffic.” But what is the difference between website traffic and website conversions? Should you focus your energy on one more than the other?

The Difference Between Traffic and Conversions

Simply, website conversions are like leads. They are website visitors who have taken action and become more than just a passive bystander. Whether they filled out a form on your site, reached out to you through email, or contacted your office, they took that next step. These are considered conversions. The two metrics, traffic and conversions, are similar but conversions take things one step further.

How You Can Increase Conversions

So if conversions are the goal, how can you have more of them? Below are a few tips you can take to increase conversions:

1. Keep Your Form Fields to a Minimum
Studies show that the more form fields you have, the less likely people are to fill it out. Because of this, you should aim to ask for as little information as necessary, such as just a name, email address, and phone number if necessary. You can always ask for more information later when you connect with the prospect!

2. Add More Action to Your Calls to Action
Calls to action like “Submit” and “Learn More” are used too often on website forms. Make your offer more enticing by using action verbs that make it clear what the person is receiving when they submit the form. This could be “Download our eBook” or “Discover the 6 Investment Secrets.” Instead of “Sign Up for My Newsletter,” you may try “Get Weekly Financial Tips.” The clearer you can be, the more likely someone is to take action.

3. Keep Forms Above the Fold
You want to make it as easy as possible for someone to see your website forms and take action and some website visitors won’t scroll all the way down your page. Instead, they’ll land on it and make their decision on whether or not to stay within a matter of seconds. Take advantage of this by adding a web form above the fold, whether it’s in the sidebar or as a popup.

4. Highlight Your Credibility
Trust is essential in the financial services industry and your website should emphasize your expertise. While advisors can’t highlight testimonials, there are other ways you can provide proof and increase credibility. For example, you could share specific benefits of your services or offering, emphasize your centers of influence, and give “social proof” by connecting your social media profiles to your website.

5. Make Sure Your Website is Mobile-Responsive
When over 50% of website traffic is on a mobile device, it’s absolutely critical that your site is mobile-responsive. This doesn’t just mean that your site is accessible on a phone. Mobile-responsive sites respond to the device’s screen size so all pertinent information remains readable and the design and layout flows nicely. If someone can’t easily move around your site on their phone, they’ll be inclined to leave.


Conversions are a great way to get tangible results from your website traffic and eventually drive new business.

Your Website Pre-Launch Checklist

Preparing to launch your website? Review our checklist first:

Download the image.

4 Website Upgrades for Financial Advisors to Generate Leads and Increase Client Trust

The financial crisis of 2008 did more than just devastate the American housing market; it took a real toll on the relationship of trust that many people had with their financial advisor. Some reports have shown that only 20% of investors have real confidence in their financial services providers.

The last nine years have been an uphill battle for many financial advisors who have tried to regain that trust. One of the most crucial things advisors and wealth managers can do to help establish or re-establish good relationships with clients is to maintain and upgrade their online presence continually.

Whether you are a Financial Advisor, Wealth Manager, Registered Investment Advisor or Financial Planner, these four upgrades to your online presence will attract new potential customers and will inspire existing clients to take further action with you.

#1 Make Sure Your Website is Mobile Responsive

The mobile devices market is growing with each passing second. Your business needs a website which is mobile friendly if you want to keep ahead of the competition. More and more, prospective clients are using mobile devices to investigate service professionals before engaging them. If your site is not mobile responsive, both clients and prospects will get annoyed and leave to go to your competitors.

Research shows that almost 77% of American adults possess a mobile device and use those devices for over half of their total web browsing.

Even if you are developing great content, if you are not optimizing your website for mobile use, soon it will be a moot effort.

Responsive website design also helps with your search engine optimization (SEO). Responsive advisor websites perform much better according to Google’s statistics. Google has released a new search algorithm aimed at boosting sites optimized for mobile devices. If you want to see how mobile friendly Google thinks of your site is you can test it with this free tool provided to help publishers adapt to the new mobile environment:

#2 Increase The Quality of Your Content’s Insights

How many times have you finished reading an article only to realize that you have not learned anything new from your effort? Don’t let your clients and prospects have this experience. Insightful content will help you build authority and trust with your visitors, which is imperative for all financial advisors, and it will improve your exposure on the Internet.

Not only does high-quality content attract new visitors, but it also keeps users coming back to your website again and again, for longer periods of time which has been shown to generate a higher engagement ratio.

High-quality content is also more likely to be shared between social networks, which gives you an even higher level of exposure and attracts, even more, traffic to your website.

High-quality insights improve your search engine optimization. The job of search engines is to bring the content which gives the most value to its “searcher.” If the visitors to your site are learning something useful, there are myriad ways for Google to sense this and then direct more users to have the same experience.

#3 Connect Your Site to Social Media Platforms

Social media platforms like LinkedIn, Facebook and Twitter not only allow financial advisors to find new opportunities but are excellent tools for increasing relationships of trust with clients and prospects.

One way to increase your engagement level on social platforms is to delineate the pathway to find said networks clearly on your website. This may sound obvious, but many financial advisor websites either hide their social networking buttons or don’t have them listed at all.

Research suggests that social links should be placed at the top and the bottom of your website as that is that is where they are most visible and reachable the easiest.

It is also important that the links you provide are set to open in separate windows or tabs so that the user keeps your website open longer.

Only link social networks you can commit to keeping current. You should remain active on Facebook, Twitter, and LinkedIn in order to cover the basic social media bases. If you add a particular icon, be sure you post actual valuable content on that specific social media.

Include share buttons to your articles and content. This way you enable your visitors to share your content hence promoting your financial practice even more. Without share functionality, not only are you missing out on impressions, but also on potential leads.

#4 Integrate More Videos Into Your Content

If you are not using video on your website, you are missing out on a tremendous opportunity. A new statistic states that including video on a landing page can increase conversion rates by 80%.

Video is also an incredible way to get found by new prospects. YouTube is the second largest search engine after Google, meaning that if you are not on it, you are forfeiting a massive amount of possible leads searching for your financial services.

Video is also one of the best ways to communicate complicated information succinctly and entertainingly. 59% of executives say they would prefer to receive new information in video format than written.

By investing in any of these four simple upgrades to your website, you will show both prospects and current clients alike that the relationship you share with them as their financial advisor is important enough to you to provide them with real valuable insights and experiences.

How To Choose The Right Website Theme For Your Financial Firm

If your website were a football team, the homepage would be your quarterback. As the hallmark of your digital domain, your homepage serves as the first point of client contact and the gateway to the rest of your website.

When it comes to selecting the ideal template for your financial advisory firm, it’s easy to get overwhelmed. At Advisor Launchpad, we designed over 40 dynamic themes built specifically for financial advisors, to connect you with the perfect website. Though it may seem hard to choose, there are two key questions to remember in the selection process:

1. What Do You Want Your Website To Achieve?

Think of it as an elevator pitch. As a financial advisor, what are the major points you need your homepage to communicate to prospective clients? This refers specifically to the content and messaging on your website. For example, themes like Equinox kick off the conversation with a paragraph of reader-driven content, while sites like Carlsbad lead with a simple slogan, tagline, and photo to capture your essence.

Whether you want to highlight your strategic wealth management process, introduce your financial advisory team, or focus on values like trust and integrity, choose the template that allows you to stake your claim right at the start.

As for the second question, ask:

2. How Do You Want Your Website To Feel?

Great websites provide an experience for visitors. As a financial advisor, you’re well aware of the working relationship you share with clients. When choosing your website theme, look for one that best aligns with that experience. It’s more of an emotional choice than a scientific one, but trust your instincts on what looks and feels like the right website to represent your financial advisor practice.

Here is a brief walk-through of our most popular templates and each of our Express, Concierge, and Exclusive services:


Efficiency is at the heart of our Express websites. With an added emphasis on messaging, each of the 12 templates is designed to feature your financial firm in an eye-catching way. Templates like Solstice include a rotating welcome image on your homepage, three boxes to center your firm’s values and services, plus additional room for long-form content.

If you’re looking to showcase your financial advisors or products, templates like Zenith are built for you. Along with the wide welcome image and content, the homepage provides an overview of your services while keeping your advisory team front and center.

While maintaining an air of simplicity, our Horizon template leans in a more modern direction with circular imagery, clickable icons, and more. It’s the perfect layout to introduce your company, establish a connection with readers, and even inspire them to fill out the contact form at the bottom of the page.

Each of these templates is mobile-responsive and can be easily edited and updated at your convenience. To view a complete list of our Express websites, click here.


If you’re looking for the next level of customization, our Concierge advisor websites are optimized for your firm. By working with the website specialist included in your package, you will have the unique opportunity to design your homepage exactly as you imagined.

Drawing from five individual templates, our designers can tailor your website to fit your practice. For example, if you like the icons on the Bankers Hill theme but want to use the Balboa layout as your foundation, you can mix-and-match your favorite elements and produce a website that fits you as financial advisor perfectly.

For advisors seeking to capture the perfect blend of content and imagery, the Carlsbad layout strikes the balance. The sprawling homepage photo and tagline set the tone early, capturing the essence of your firm without flooding your readers with content.


With our Exclusive themes, you get more than just a financial advisor website. Each of our state of the art templates is engineered to provide customers with a digital experience, not just a destination. While blending images, videos, and text, our Exclusive themes are designed to provoke an emotional reaction in your viewers.

Take our Santa Barbara layout, for example. With big, bold text and a captivating background, this theme spotlights your key values and your mission right out of the gate. As with Laguna, these types of websites are the wave of the future. However cerebral and technical the financial world may be, it is founded on a trusting and emotional connection between advisor and client. Our Exclusive websites were built to capture that relationship in digital form.

If you’re looking to truly reinvent your firm’s digital presence, check out our library of websites to find the best fit.

3 Essential Photo Tips For Your Website

As a financial advisor, your website sells an experience. The symphony of images and content gives prospective investors a taste of what it’s like to be your client. More than anything else, the pictures your website uses become the primary instrument for conveying your firm’s uniqueness. As noted political pollster Frank Luntz said, “[customers] have to think they could see themselves” in the pictures you feature on your website.

As a financial advisor, how should you select the right images and paint the picture of your client experience? More importantly, how do you even find those images?

Here are 3 Essential Photo Tips For Your Website:

1. Know Who You Want To Attract

Start by identifying your bread and butter clients. What investor profile dominates more than 50% of your roster? If you’re content with your current clientele and simply want to grow it, then cater to them with images that capture their essence, their values, and their lifestyle.

On the other hand, let’s say your average client is 55 years of age and nearing retirement. Maybe you want to expand your audience appeal to the millennial crowd. Again quoting Frank Luntz, “A 25-year-old looking at a picture of a 50-year-old says, ‘that’s my parent.’ That doesn’t work.” Fortunately, modern digital design allows you to reach both sets of clients. Through rotating images and customized layouts, you can easily address each audience. To counter Mr. Luntz’s admonition, some younger investors may actually see images of older clients and envision themselves in their shoes. For the right clients, this can subtly foster thoughts of retirement and the need to partner with an advisor who can help them prepare.

As you identify the audience you want to attract, keep in mind that authenticity is a hallmark of digital marketing. When it comes to the average financial advisor website, real is rare. While developing your new website and coordinating your photos, remember that your main goal is to inspire affection in your readers. By keeping your photos realistic and relatable, you get one step closer to winning their trust.

2. Know Where To Look

To maximize your website’s appearance, you’ll need to look beyond Google Images. For your advisory website, you have three solid options to obtain the best photos:

  • Utilize free, online stock photo websites
  • Subscribe to premium stock photo vendors
  • Hire a personal photographer

There is a plethora of free stock photo vendors at your disposal. From to, you can easily scroll through thousands of photos that capture the ethos of your firm. Though you’ll never have to pay a cent, bear in mind that other advisors are likely looking at the same images.

You can’t put a price on uniqueness. As you have probably noticed, the majority of financial advisor websites look like carbon copies of one another. Advisor Launchpad provides an alternative to that trend, and you can take matters into your own hands by selecting rare photos that speak to the culture of your firm. Though you’ll have to pay a subscription premium at sites like Getty Images and Shutterstock, the investment is often well worth the cost.

If neither of these options appeals to you, consider hiring a personal photographer to capture images truly tailored to your company. Better yet, if you’re an aspiring shutterbug with a high-quality lens, then you can take matters into your own hands.

3. Know How To Choose

Pictures may be worth a thousand words, but for financial advisors, they’re worth far more in revenue. As the digital world becomes increasingly mobile, prospective clients will remember your website’s pictures on an unconscious level.

As you select your photos, ensure that they match the verbiage on your website. If your messaging focuses on “harvesting and growing wealth,” align that content with pictures of abundant fields and rich gardens. If corporate retirement plans are your primary focus, then consider not only incorporating photos of the architecture we associate with corporations, but extend to using photos of their individual employees. Prioritize showcasing relationships and connectivity over stiff-collars and cubicles.

Finally, make sure your photos speak to your audience. Because your website is an extension of your business, it should closely represent the actual day-to-day operations of it. If your office décor features a nautical theme or a patriotic appeal, tailor your photos to represent that. If you’re a rural office with many local customers, keep your photos personal and of the community.

Whichever route you choose, make your photos authentic, aligned with your content, and accurate to the experience clients will receive when visiting your office.

Top 5 Questions Advisors Ask Us About Websites

Building Your Website.jpg

Building your website is like buying a reliable car. It keeps you connected, gets you from A to B, and even makes a statement about your personality. If you’re in the market for your first website or your fourth, take heart: getting your digital domain up to speed isn’t rocket science. It’s about finding the balance between design, branding, and messaging. Like buying a car, once you get it right, you can drive it for years.

At Advisor Launchpad, we build custom websites to help you distinguish your firm from the competition. To get the conversation started, we’re answering a few of the most popular questions advisors ask.

1.    “What is the most important part of my website?”

Though every section of your digital domain is important, nothing eclipses the importance of the home page. It’s the first thing clients see, and given the many distractions in the online world, you have to grab their attention straight away. Remember the “thesis statements” college professors required in your term papers? The same principle applies to the home page. Let clients know right out of the gate who you are, what you do, and how you can help.

We often find that a lack of content delays clients in the website development process. While we understand that assembling the right messaging and verbiage takes time, we encourage clients to truly understand the core message they want to communicate long before the aesthetics of their site take shape.

Once you identify your thesis statement, your slogan, or even the single word that summarizes your firm, continue to thread that theme throughout your website. Don’t let clients build a narrative about what they think you can do; tell them precisely about your expertise and why they need your help.

2.    “How many pages should my website have?”

When helping advisors build their websites, we start with the four major areas that usually comprise its foundation: the home page, the company page, the team biographies, and the services section. These pages should establish everything prospective clients need to know about you. They deliver your mission statement, your history, your areas of expertise, and the professionals with whom you work.

There are certainly other sections worth considering for your website, but these four provide the framework of your website. When building a website, it can be easy to conflate volume with effectiveness. Given how little time the average consumer spends on a website, you may be best served to provide fewer pages that are carefully crafted and packed with key information.

Less is more.

3.    “How often should I update my website?”

Cars need oil changes every 5,000 miles, and your website will benefit from nips and tucks that keep things fresh. Though much of your key messaging can stay the same, updating your blog and “recent events” sections are great ways to consistently remind clients of your presence.

Should the focus of your firm evolve, however, you can always shape your content to fit your new brand. For example, if you have predominantly specialized in retirement planning but are expanding to reach a younger audience, adding a sentence or slogan directed at millennials is easily achieved.

All of our websites are designed for you to make changes whenever you need them. Take confidence knowing that you can cut, edit, and add verbiage whenever you like.

4.    “Do I need a logo?”

Nike. Amazon. Apple. We know these companies for their logos as much as their products. However large or small your firm may be, a logo will help anchor your digital presence. It’s your seal of approval, and on your website, it’s the very thing clients will click on when returning to your home page from other sections of the site.

If you prefer to stick with your DBA in a sharp font, that’s not uncommon. As you anticipate building or rebuilding your website, however, think about making a logo. It will speak to your uniqueness, add a touch of legitimacy to your website, and create uniformity across your business cards, email signatures, newsletters and more.

5.    “How much can I expect to spend on building a website?”

Websites aren’t an expense; they’re an investment. Should they capture the attention of just one successful client, the costs of your website will be covered many times over.

At Advisor Launchpad, we provide three tiers of websites starting for as little as $300 with the Atlas package. Our standard designs come fully loaded with multiple pages, resource centers, and access to our top-tier content library.

Our Delta package includes hands-on sessions with our design specialist, a fully-integrated blog platform, plus email and social sharing across Twitter, Facebook and more. Each of the Delta themes features state of the art designs to match your company’s appeal.

Finally, our Titan package not only includes a design specialist and web developer, but customizable website designs, a blog platform, email and social sharing, a full content library, and even local search to boost your SEO rankings.

Whichever path you choose, our websites are engineered to attract prospective clients and turn them into loyal customers. Reach out to Advisor Launchpad to get started on building a website, optimizing your existing content, or ensuring your digital marketing plan is effective.

4 Key Homepage Elements to Attract Clients to Your Financial Firm

Websites are the gold rush of the 21st century.

By the end of the year, 2016 proved that digital storefronts are not only essential to business, but that they are eclipsing the value of brick and mortar shops altogether. Thanks to cutting-edge chat bots and the rise of virtual reality, websites are increasingly becoming more of an experience rather than a mere destination.

Websites also look more attractive than ever, and when coupled with interactivity, these digital domains are capable of turning an incredible profit. The same principle holds true for financial advisors, many of whom have witnessed the opportunities a strong digital domain can provide.

As the new year unfolds, what trends can we anticipate in the world of websites?

4 Must-Have Homepage Elements for Your Website

Making sure the homepage of your financial advisor website grabs the attention of potential clients and retains their interest can greatly impact your firm’s success online. If website updates are on your plan for the next year, you’ll want keep these things in mind.

Use Real Photos, Not iStock

It’s not what you say. It’s how you say it.” This adage holds true especially for website homepages. We live in an increasingly visual world where sentences are summed up with infographics and videos are reduced to GIFs. More than even the craftiest content, your homepage’s lead image will inspire an indelible emotion in your viewers.

There was a time when stock photos were in vogue, helping give websites a professional and detached appeal. Those days are over. As viewers get more savvy in the digital sphere, they can easily spot models and phony photographs a mile away.

Instead, bespoke pictures give an air of legitimacy that a stock photo can’t match. If you work in a metropolitan area and want to feature a photo of the skyline on your homepage, use the view from your office. If you work in a rural area and have a community clientele, use that to your advantage and feature pictures of local vistas and Mom and Pop shops.

Keep it real with your pictures, especially on the home page.

Go Bold with Homepage Layouts

Website customization is more important than ever. While templates will always retain their value, a tailored website is engineered to inspire.

As the marketplace grows inevitably grows more cluttered and competitive, truly original websites will rise to the top. There’s a reason why visionary web designers are the VIPs of the digital world. If Van Gogh were alive today, even he would be dabbling in websites.

Customization starts with the layout and carries through even to the typeface. The days of size 12, Times New Roman font on the home page are being replaced by dynamic and loud, large text. It’s like a billboard on your homepage.

Then again, the pomp and circumstance of photos and typeface rely on another key component…

Write Creative and Consistent Content

Content isn’t just a king. It’s a dictator that demands a seemingly infinite supply of material. Frankly, the phrase “content is king” can create a panic of inundating the market with copycat articles and white papers simply to check the “output” box.

For financial advisors not particularly interested in becoming the next Buzzfeed, breathe easy. Feeding the content beast is more about quality than quantity. While you and your clients will undoubtedly benefit from curating your own blog, start with honing the messaging on your homepage.

Above all, prospective clients want to learn about your experience, your values and your leadership.  Each of these areas can be addressed right out of the gate. Put that big and bold typeface to work with a catchy slogan, then follow it up with a pithy paragraph or two about your history and your mission statement.

This is the foundation of your content messaging. By incorporating Search Engine Optimization (SEO) and a consistent approach to your blog, you’ll notice a marked increase in traffic and conversions.

For an extra boost with your website content, Advisor Launchpad can help create customized copy to deliver your message to clients.

Incorporate Videos on Your Homepage

Every minute, over 300 hours of video are uploaded to YouTube. It’s clear we have an insatiable appetite for content, and this trend is hugely valuable for advisors.

The financial industry is a business of relationships. When choosing their advisors, clients invest in people, not just firms. That’s why a personalized video on your homepage can be the best way to “meet” prospective clients.

While the written word is one-dimensional, videos capture your total essence. When faced with the choice of reading or watching, most people will choose the latter. Videos from third-parties about particular services are important, but the introductory video is selling you. Unleash your personality and give viewers a chance to imagine you as their advisor.

As we discussed with stock photos, authenticity is everything, especially in the financial world where trust is so integral to success.

Optimize Your Website to Attract & Retain Clients

Your home page is the most important part of your website. It should be able to stand alone in the eyes of clients as the primary showcase of your firm. The rest of your site, from the services section to your biographies, is just icing on the cake.

As you look to 2017, remember that websites are becoming more of an experience, not just a digital storefront. By building creative layouts and valuing authenticity in your photos, videos and content, your website will have its most dynamic year yet.

About Advisor Launchpad

We provide a comprehensive website solution for your financial advisor firm. If you’re interested in rebuilding your website for the new year, we’d be happy to help. Contact us to design an online presence that impresses your clients today!