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Advisor Marketing Made Simple
Top Advisor Website Questions (Part 1): Should You Share Your Fees & More
Mar 12, 2025
This discussion reveals the challenges advisors face with websites that fail to attract clients. Dive into the optimal timing for redesigns versus simple refreshes. Learn why effective content often beats glossy designs when it comes to engagement. The conversation also navigates the tricky waters of displaying fees transparently, focusing on attracting quality leads while ensuring accessibility. Listeners gain practical strategies to transform their websites into true marketing assets—no more wasted resources!
31:57
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Quick takeaways
- Redesigning an advisor website should prioritize content and user experience over aesthetics to effectively convert visitors into clients.
- Deciding whether to display pricing on a website requires balancing transparency with the risk of deterring potential clients, based on growth stage.
Deep dives
When to Redesign Your Website
Determining the right time to redesign a website is essential for financial advisors. A complete overhaul may not be necessary; often, simple updates or a refresh can suffice. Advisors should consider a redesign if their niche changes significantly, if their current site is outdated or burdensome to update, or if they recognize that they need a more customized approach rather than relying on templated sites. Importantly, it is critical to ensure that redesigning does not become a means of avoiding larger marketing issues; the focus should remain on understanding the target audience and enhancing content rather than purely aesthetic changes.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode