Websites and marketing for financial advisors.
Almost every advisor site says the same four things. The ones that get used say what the first meeting costs and what happens in it.
Say what the first meeting is
An advisory site is competing with a general nervousness about being sold to. The single most useful thing it can do is describe the first meeting exactly — how long, what is covered, what it costs, and what happens if nothing comes of it — because that is the thing being weighed up.
How fees work is the other silence. Publishing the structure, in plain terms, filters the calendar down to the people the practice actually wants and removes an awkward first fifteen minutes.
Two that fit financial advisory practices
Two of the store’s items, priced
Each one is a real item with a fixed price and its own page saying exactly what it covers and what it needs from you. Nothing on this page is charged, and nothing starts before it is confirmed.
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Start here
Booking-system setup
$1,075
Booking-system setup publishes approved availability and sends each request to the named person or calendar.
Real times somebody can take for a first meeting, without a round of phone tag.
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Then this
Price-transparency page package
$2,249
A price-transparency page explains approved prices and limits so customers can judge fit before they call.
How the fees work, written down, in terms a person outside the industry can follow.
Not sure which of the two, or whether either of them is the right first move? The free check answers that before anything is bought. Every item is listed on the store page, and the monthly plans are on the pricing page.
Related trades: Tax preparation · Insurance agencies · Mortgage brokers
Questions about your website
Can the site explain our advisory services?
Yes. We can describe each advisory service using the scope and wording your firm approves.
Can we put our fees on the site?
Yes. We can present your approved service fees and the limits attached to them in one place.
Can prospects request a conversation?
Yes. We can build a request form that gives visitors a way to ask your firm about an advisory conversation.
What records should support the pages?
Your registration records, approved service and fee descriptions, and relationship documents. The copy can explain the work without predicting investment results.