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Industries: Fee-Only Financial Advisors

Websites for Fee-Only Financial Advisors

Fee-Only Financial Advisors are different. Unlike many investment advisors/brokers, fee-only advisors are resgistered professionals with a fiduciary duty to the client.

Potential customers with investible assets spend significant amounts of time on financial services websites. A successful fee-only financial advisor site needs to:

  • Communicate the difference fee-only services and a fiduciary requirement make.
  • Have a professional, custom web design.  Your clients are about to entrust the management of significant assets to your business, they want to know that you are a successful, professional organization.
  • Personify the key advisors in the firm and outline their qualifications.
  • Provide a communications platform that lets advisors reach interested prospects and current clients through blogging, newsletters, and even twitter.

At Netrist, we work with you to provide a site that reaches these objectives. Here are just some of the things you can expect:

 

Make A Great First Impression

The first contact the majority of your clients will have with your firm is it's website. Make a great first impression! Have a custom-designed website with relevant content. Provide lots of opportunities to interact with your firm: blogs, newsletters, a contact form, and even twitter. Everyone is different and each communications channel has its appeal to certain types of clients.

 

A Web Design That Says "Sucessful and Professional"

Prospective clients want to know they are entrusting the management of their nest egg with a successful firm. A custom web design is crucial in establishing a polished, professional appearance. A custom design will set your site apart from competitors that have not invested in their online presence, and will make you competitive with the really big organizations who have a polished look, but too much content because they try to be everything to everyone.

 

Let Google Know About Your Site

You have all the tools you need to be "picked-up" by Google and the other search engines. You can add "meta data" on each and every page. And, the site automatically generates a full site map that Google reads to help it find all new and updated content. As you change your site, the map updates automatically and Google knows what is different!

 

Use a Blog to Keep Clients and Prospects Up To Date

Blogs are effective at putting the personal touch on your marketing message. Weekly posts that provide your take on the issues that impact your clients help prospective clients to feel comfortable with you and your style even before they contact the firm.

 

Reach Out with E-Mail Newsletters

Take your message to clients and prospective clients who ask for more. We will make your site work seamlessly with MailChimp.com to manage your e-mail lists and quickly create e-mail newsletters that have the same branding and overall look as your website. We even make it easy for you to re-use content in the Newsletters.

 

Content Management System

We provide a Content Management System (CMS) with every site! A CMS gives you the power to easily and quickly make changes to site content, add blog entries, and create newsletters. No more having to talk to the "web developer" everytime you want to make a change. Avoid the expense and gain the control a CMS can provide.

 

Increase Google Rankings with Link Partners

Websites can improve their search engine rankings when other sites link to them. We provide you with a link parner's page that let's you trade those valuable links with collegues and parters.

 

Interactive Features that Engage Prospective Clients

Guages, calculators, and charts engage web browsers and focus their thinking on things that will lead them to work with you directly. They also help your site appear in search results as users may be looking for financial calculators to help them make a key decision.

 

...even Twitter!

Yes, we'll even include a twitter feed in your site! At first, we thought twitter would not be relevant for financial advisors that plan and invest for the long term. Then we worked with an advisor that has effectively used twitter to increase traffic and the visibility of his firm's blog and website!