how to succeed online as financial advisor

Key statistics: why you need to be online

Design: don’t look like everyone else

How to connect with visitors: and beat the

competition

Key features: to drive traffic to your site and get

engagement

1,400,000 in 2011

So how do consumers choose

a financial advisor from this

large pool of candidates?

% OF PEOPLE WHO

SKIP TV ADS

% OF DIRECT MAIL NEVER

OPENED

86 44

Source: The Guardian, August 2010, TSEA.ORG, March 2009, & EPA.GOV, November 2010

# OF US CITIZENS

300,000,000 200,000,000

# OF US CITIZENS ON THE

“DO NOT CALL” LIST

Source: FTC, July 2010

How do people find what

they’re looking for?

86% of consumers research

online before making a

buying decision

• Where purchase decisions are made (% of Shoppers)

Source: Symphony IRI Economic Update, August 2010

in 2010 approximately

85% of people made

their buying decisions before going to the store. This is a major shift…

How quickly do visitors form an impression of a web site?

seconds

A website first impression is a lot like when you’re interviewing someone for a job.

So how do you win online?

• A poorly designed site can result in a

very high bounce rates of 70% - 90%

• Bounce rate = people leaving your site from the

same page they arrived at

• Your website represent who you are and what you offer.

When people see it for the first time they’re thinking:

– Is this site credible?

– Is it trustworthy?

– Is this a professional company?

– Is this company stable?

– Does this site make me feel welcome?

– Am I in the right place?

A websites design is the first indicator of quality…

Proper use of Color:

you don’t need to make

everything jump out

Animation: avoid anything

unnecessary. Use it to highlight key

messages

Avoid Clutter: Having a less on

a page allows people to find what they’re looking for.

Make it easy: Visitors can

quickly find what they’re looking

for

“Photos of real people out-

performed the stock

photos by 95%.”

Why? Because stock images tend to be irrelevant. Resist the

temptation to use photos of fake smiling business people!

A websites design is the first indicator of quality…

Typography: Make sure your fonts are easy to

read. Number one mistake is small grey font.

Layout: Create a clear

navigation

Imagery: Use the right

images

• Flash and Animation can grab someone’s attention but it can also distract people from staying on your

site.

• Also, if someone is viewing your site on a mobile device (like an iPhone or iPad) they will see the error

screen

• Be very careful of using templates, you don’t want to look

like everyone else.

• You should select a framework that is targeted towards your

end users and supports your brand

• Provide valuable content that your target audience will want. Then

getting visitors to fill out a form to access this information.

Wealthy Doctor Guide: Ten Financial Planning Strategies Every Physician Needs to Know A step by step guide for powerful financial planning

• Will I outlive my Assets? • Can I afford to Retire? • Can I maintain My Standard Of Living?

Wealthy Doctor Financial Planning Guide A step by step guide for powerful financial planning

Wealthy Doctor Guide: Ten Financial Planning Strategies Every Physician Needs to Know A step by step guide for powerful financial planning

• Will I outlive my Assets? • Can I afford to Retire? • Can I maintain My Standard Of Living?

Wealthy Doctor Financial Planning Guide A step by step guide for powerful financial planning

Description Cover of e-book Form

Results:

• A prospective client gets a great piece

of information. You’re already built a

good relationship and credibility.

• You get a great lead emailed to you

Are You Ready for Retirement? A step by step guide to retirement planning:

• Will I outlive my Assets? • Can I afford to Retire? • Can I maintain My Standard Of Living?

Ten Valuable Tips to Retirement Planning

A step by step guide for powerful financial planning

Are you interested in creating your own great content?

•Thumb friendly

•Large text

•Big calls to action

40% of mobile users use internet in bathroom - Nielsen

Events can be a great way to

help enhance relationships

with current clients, position

yourself in front of qualified

prospects, and build

important mutually

beneficial relationships with

Centers of Influence (COIs)

Do you ever do any writing?

Or provide free advice tips

One of the best ways to

build credibility (especially

online, is to provide high

quality free advice).

A blog allows you to post

advice, tips and information

whenever you want on your

website.

• 61% of the advisors using

LinkedIn acquired a client

• 47% of the advisors using a

blog acquired a client

• 40% of the advisors using

Twitter acquired a client

• 35% of the advisors using

Facebook acquired a client

Already have a website?

We’ll provide a review of your

existing website and tell you how to

get more visitors, look more

credible, engage more clients.

Personalized Website Review

Don’t have a website free trial here

Don’t have a website?

Learn how to build an effective site.

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