A meeting button leaves questions open when the page does not explain the conversation. What will be discussed? Where does someone ask about the fee?
Your financial advisor website should answer those questions using the practice's approved information. Keep the meeting description beside the way to request it.
What a prospective client looks for
Explain the services your practice provides and who the reader would contact. Give the introductory conversation its own description within that service information.
The Securities and Exchange Commission's investment adviser guide encourages questions about services and fee arrangements. Your practice should supply the answers about its own work.
The things the site must show
What the conversation covers
Describe the purpose of an introductory conversation in ordinary words. Explain what the practice asks about and which questions someone can bring.
Keep the description within the service your practice offers. The reader should understand what they are requesting without reading a broad claim about their financial future.
Check the meeting description with the person who handles those requests. Their explanation and the website should give the same account of the conversation.
Fee information beside the service
Explain the meeting's fee arrangements using wording your practice supplies and approves. Keep any conditions beside the service they apply to.
Make questions about that information easy to direct to the office. A reader should not have to guess whether the fee description concerns the introduction or further work.
Compare repeated fee descriptions across the website. Settle any disagreement with the practice before changing the public wording.
A request that reaches the right person
Use a button label that describes the request your office receives. Keep the phone number readable beside it for someone who wants to ask about the conversation.
For a form, use the questions your practice agrees to collect. Let the person describe why they want to speak with an advisor.
Check the receiving contact and the message shown after submission. The page should describe the arrangements the practice actually confirms.
The mistake to check for
Look for an appointment button beside a service description that never explains the introductory conversation. A list of broad goals leaves the meeting itself undefined.
Read the page as someone considering a call. Find the conversation's purpose, fee information and contact instructions together.
What that gap can cost you
An undefined meeting can leave the office explaining basic arrangements after someone has already requested it. Unclear fee wording can add another question to that conversation.
A specific meeting description gives the practice and the prospective client a shared starting point.
The next step
Open the introduction page on your phone. Compare its meeting description and fee wording with the request the office receives.
Related: Financial advisor websites
If you want an outside look at how your website explains an introductory conversation, start with the free check.