"There�s no escaping the fact that any
serious advisor is going to need a website. Clients and prospective
clients have come to expect it in one form or another. If done
right, your website can be an time-saving communication tool for
existing clients, and an effective recruitment tool for new ones."
David B. Yeske, CFP, Past-President of the Financial Planning
Association(FPA)
Websites are essential for any financial advisors serious about
marketing their business, gaining visibility and attracting high
quality prospects. The great thing about the Internet is that is
segregates the poor and uneducated from the educated and affluent.
Unfortunately for them, poor people don't have computers and they
don't have Internet access. So for financial advisors, the Internet
provides a pre-filtered group of more affluent prospects. Without
a website, these affluent prospects will never find you.
No matter what type of financial services you offer, a financial
services website can easily be created for you in a day:
websites for insurance agents, websites for financial planners and
any type of financial advisor
The aspect of a website that makes it special is the financial
content. And a website from our marketing partner, Financial Visions,
gives you the following:
- Dozens of NASD reviewed articles for your visitors that make
you look professional and build credibility
- Quote request forms for all types of insurance: life insurance,
LTC, annuities, health, disability, etc.
- Over 30 calculators of all types including financial planning
calculators, retirement income calculators, retirement planning
calculators, social security calculators, life insurance calculators,
calculators for college funding, debt, estate planning, taxes,
you name it.
- Reports on every topic from 529 plans to Roth IRAs
- Stock quotes (optional)
- Individual portfolio posting and updating
- E-newsletter to send clients, prospects and visitors (optional)
And all of the above features are updated and maintained without
you needing to do the work. You look like you have an entire IT
and graphics staff and you get it all for an unbelievable $44.95
a month. You will not find this level of features anywhere. Less
informed advisors have paid thousands of dollars to have a website
custom designed, only to spend hours a week keeping it updated.
If you already have a financial planning website or just need financial
advisor content, then you can license the financial articles web
content or just enough to populate financial content for a web page.
Ten
Ways that Top Financial Advisors Use their Web Sites
-
When a prospect checks out the top financial advisor, the advisor
wants to be found on the Internet so that he looks like a professional
(prospects no long look in the phone book, they use the Internet)
-
The web site helps him capture inquiries (using pre-formatted
forms) from interested prospects, gain clients and build a warm
prospect database
-
The web site allows the ledaing financial advisor to influence
the prospect's thinking and buying criteria with articles (i.e.
get the prospect to think correctly about particular products
and services)
-
The web site allows him to influence the prospect favorably
whenthe prospect sees the financial calculators, the articles,
the graphics--all make the producer look head and shoulders
above other lesser financial advisors
-
The web site conveys expertise positioning the producer as
a consultant, an advisor, not a sales person of products (if
you look like a sales person, the wealthy people will run from
you)
-
The web site saves time by allowing clients to download routine
forms and permit the top insurance agent to provide quotes
-
The email address matches the web site domain so the financial
advisor has a consistent and branded marketing effort (e.g.
[email protected] and www.bobsmith.com)
-
The producer can offer to list other professionals (e.g. attorneys,
CPAs, etc.) on their links page and get reciprocal links and
referrals from those professionals
-
The web site allows the top producing financial advisor to
feature himself as a neighbor of his prospects (e.g. picture
of your family and the dog) and not merely another sterile professional
-
With the Financial Visions Web Site optional e-newsletter,
he uses drip marketing mechanism to stay in contact with prospects
until they are ready to act, never allowing them to cool off.
Best of all, this all happens 24/7 without the advisor needing
to pay any attention. |
