People choose a financial advisor slowly and mostly on gut. Credentials matter, but so does whether the whole presentation feels careful. A site that looks cheap undermines the one thing you are selling.
The site is a compliance-approved template that says nothing, so prospects have no way to tell you apart from the next three advisors they're considering — and they choose on fee instead.
What you hold, how you charge, and how you actually think. Fee transparency is increasingly the differentiator.
An introductory call booked directly, with enough context captured to prepare properly.
Specific about the clients you serve best. Vague targeting reads as taking anyone with money.
Built knowing the content will need review, with an approval step rather than a rewrite after the fact.
Not everything on this list will fit you. The plan decides which ones do.
Document exchange and reporting behind a login. In a field built on discretion, handling sensitive material properly is part of the service, not an extra.
Articles on the questions people search before they hire anyone. This is a long-cycle decision — being useful early is how you are remembered later.
Most prospects are not ready today. An email list keeps you present through a decision that may take a year.
Rules around advisor testimonials have loosened in recent years, though the requirements are specific — worth checking with your compliance officer, because most advisors still are not using this.
Free, and yours to keep. Reviewed personally, back to you in 24–48 hours.