Questions to Ask Before Launching a New Financial Advisor Website

Creating and launching a new website can be a daunting experience. 

The design and development process alone can quickly get out of hand and cost you a pretty penny if you don’t have a clear plan and have very little experience in establishing an online presence. 

You also need to think about the other website essentials such as branding and content which take a lot of skill and experience to develop and build up. 

You need to properly determine your needs first and come up with a good plan of attack if you want to make the whole process smoother and easier on your wallet. 

Here are a couple of key questions that can guide you when developing a new website for your financial advisor firm:

What do you want to achieve out of your website?

These days you can’t afford to not have a website for your business. It’s going to be the centerpiece of your online presence and the first thing people will want to check out when they hear about your firm and your brand. 

But depending on your budget and how well established your practice already is, you might not want or need all the bells and whistles that other financial advisor websites have. 

If you’re still in the startup phase, you might just want something akin to an online business card that shows off who your company is and who you are as an advisor. You can easily pull this off on your own using a website builder like Wix or Squarespace. The downside is that your website will look very generic and very similar to dozens if not hundreds of other financial advisor websites. These DIY or template websites are also not very scalable or flexible once you start to want more out of your website. 

If you want your website to be a very effective lead generation machine that basically runs itself, you need to hire a full-service web design agency to make your vision come to life. A custom website helps you stand out among your competitors, and also helps you make your value proposition and branding clearer to your target audience. 

If you already have a well-established client base, your website can also become the central portal for all the online and digital services that you offer. Your existing clients will appreciate the time savings and convenience that a fully featured financial advisor website can offer, and it will also help you attract more new clients.

Is your branding already well established?

In order for your website to be really effective at marketing your firm, it needs to be able to showcase and highlight your brand and its capabilities. All of this depends on how strong and well-developed your current branding strategy is. 

A branding strategy ensures that your brand image, visual style, and messaging is consistent across all your online and offline marketing materials, which includes your website, social media pages, newsletters, and emails.

If you don’t have one already, you’ll need to come up with your brand’s style guide which dictates how to use your logo, brand colors, fonts, and other visual elements that make up your brand identity. An experienced web design agency should be able to help you develop a style guide that will look good on your website, as well as all your other marketing channels. 

Do you have a content strategy?

A well-designed website means nothing without quality web copy and content. Does your firm have the time, resources and expertise necessary to craft marketing and sales copy for your homepage that can convince people that you’re the right financial advisor for their needs? Will you be able to regularly write and upload new blog posts and articles to your website so that you can show up in more search engine queries?

Before you launch your new website, you need to make sure all your web copywriting and content strategy needs are covered. Otherwise, your visitors and leads will end up being disappointed if all they see is generic placeholder text that doesn’t really explain who your company is and what differentiates you from your competitors. It’s hard enough to get people to click on your links and visit your page, so you should make the most out of every visit and do your best to turn it into a sales opportunity.

Final Words

Creating a new website for any business can be overwhelming. If you want to make the process go smoother, it’s best to look for a web design agency that has a lot of experience in your niche.

For example, here at AltaStreet, we have over 20 years of experience in the financial advisor space and we’ve helped hundreds of financial advisors create highly successful websites for their firm.

If you’d like to learn more about our skills and expertise, send us a message through the contact form and we’ll be happy to discuss your options.

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