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!
AI Snips
Chapters
Transcript
Episode notes
Website Lead Generation
- Your website doesn't have to generate leads.
- It can function as a brochure, sharing information about you and your services.
Website Planning
- Approach website creation like financial planning, defining its purpose and goals.
- Document if it's for lead generation, client resources, or email capture.
Website Redesign Timing
- Rarely do a full website redesign, but refresh it often.
- Full redesigns are best for niche changes, moving from templates, or very outdated sites.