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

Creator website

AI Summary

AI Chapters

Episode notes

Podcast summary created with Snipd AI

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 Advisors should consider a redesign if their niche changes significantly, if their current site is outdated or burdensome to update, or if they recognize that they need a more customized approach rather than relying on templated sites.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.

Intro

4min

Redefining the Purpose of Advisor Websites

2min

Rethinking Website Redesigns

4min

Understanding Website Redesign Challenges for Advisors

4min

Content Over Aesthetics

4min

The Transparency Dilemma in Financial Advising

14min

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply

————

Is your advisor website failing to convert visitors into clients despite your investment?

In this episode, we tackle the frustrating disconnect between website investment and lead generation that plagues 62% of financial advisors according to recent research.

Taylor and Kendra dive deep into the most common website questions advisors face, offering practical solutions to transform your digital presence from a static brochure into an effective marketing tool—or help you determine if that's even necessary for your practice.

We cover:

► When it's actually time to redesign your website (and when a simple refresh will save you thousands)

► The critical difference between website design and copy—and why one matters significantly more

► Strategic approaches to displaying pricing on your website based on your practice's growth stage

► How to create appropriate "friction" in your lead generation process to attract qualified prospects

► Practical ways to filter website visitors based on their ability to pay your fees

Whether you're considering a complete website overhaul or simply need to optimize what you have, this episode provides actionable guidance to help you make strategic decisions about your digital presence.

Tune in to learn how to stop wasting resources on ineffective website strategies and start creating a digital experience that actually supports your business goals.

Resources: