Скачать или смотреть 9 Tips for Financial Advisors to Build a Better Website

There was a time when your first interaction with a new prospect or lead would have likely happened over the phone or perhaps in person. Your first interaction would have been a two-way conversation, which would have allowed you to exert some influence and shape their perception of you.
Today, your prospects are likely to have their first interaction with you online, and you may not even be part of the conversation. Think about your own major purchases and business relationships. What’s the first thing you do? If you’re like most people, you check out the vendor’s website. That gives you an early indication of whether the business or advisor is someone with whom you want to do business. Your prospects, leads and clients are no different. They’re researching you online early in the process, perhaps before you even have a chance to speak with them. In fact, they may base much of their decision to move forward on the appearance of your website.
If you haven’t invested much time, energy or resources into your site, you may be allowing your prospects to make early impressions of you that just aren’t accurate. The good news is that you can easily change the situation. These days, a website refresh isn’t costly or time consuming.
However, it’s important that you get your website project right the first time. Here are nine tips to help you get the most out of your site. Implement these pieces of advice and you’ll likely see more prospects willing to take the next step in the relationship.