Most financial advisors today gain new clients through existing relationships and referrals. However, in today's world of digital marketing, it has become imperative for financial and insurance firms to harness the power of the web to build trusted relationships with new prospects. The connections made through multiple marketing channels can enable firms to build trust with potential clients or customers. You can accomplish this task by creating a website that serves as the central hub of all marketing initiatives. 

Here we will provide a few tips to take your website to the next level by creating personalized, informative, and descriptive content with strong call-to-actions, all using the best practices in UX (User Experience) and UI (User Interface).

There are several critical elements that websites should have to generate more leads:

1.  Designed to Build Trust

Your website's purpose is to source new clients and help grow the business. Content should be engaging enough to keep visitors on your site while communicating your company's vision, products, and services. Ultimately, the goal should be to convert new prospects into future clients. The website should create and foster the trust built over time by having rich and engaging content that clients can commit.

2. Make a Great First Impression

Generally, within the first few seconds upon entering a new website, visitors can tell whether the information available is relevant to their search inquiry or not. If so, they will continue to browse that web page; if not, they will leave to search a different page. Having a high bounce rate can negatively affect your web page's ranking on Google, as it appears that the content on your page is irrelevant and unsubstantial.

Consider having high-quality pictures of the firm's advising and management team, each with a short blurb, or even having professionally produced videos of them speaking. Transparency is vital in today's tech world to help build trust. If possible, it'll be advantageous to provide information on the costs and fees, as well as highlight the firm's Mission Statement, Vision, and Corporate Values.

3. Engage Further after the First Great Impression

Next, you will need to engage with your prospective clients by striving to deliver a more in-depth connection by creating testimonial videos as well as a financial advisor blog, which can help showcase your expertise and experience in the industry. Blogs, videos, and podcasts are great tools for further engagement and for boosting SEO.

It's also essential to connect your website with your social media. By getting those in your network to like, share, follow, and comment on your posts, you can help instill a sense of validation and trust.

4. Drip Marketing Campaigns

Using timed drip nurture campaigns can help firms provide valuable disseminated content like updates, new blog posts, newsletters, white papers, and eBooks, to recure website visitors and stay relevant.

5. Lead Magnet through Strong Call-To-Action

Collecting visitor and client emails is valuable when conducting drip marketing campaigns. You can grab them quickly while running a strong call-to-action compelling enough that your site visitors are willing to provide you with their email addresses. With the newly subscribed emails, you'll then be able to conduct drip marketing campaigns so that those who are interested in your firm's products and services stay engaged, resulting in a higher chance of them becoming actual clients if they aren't already.

Here are a few examples of financial firms that Webilize has helped create engaging and beautifully branded websites:

FrontFundr: Webilize built a custom ASP.NET modern platform, with excellent customer user experience and robust backend, which allows the firm to run the business smoothly.

Tench-MacDiarmid Insurance: This is a beautifully designed and branded WordPress website with video, and call-to-action, and quote generator.

Rivet Insurance: Here is a professionally branded WordPress website with video, and call-to-action, and fully functional quote generator.

Be sure to read our blog post on App Design called, "10 Actionable Website Tweaks that Could Drastically Increase Traffic and Sales."

Check out our Portfolio and Testimonial Videos! Need help with Website or App Design & Development? Get in touch with us!

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