how to succeed online as financial advisor

38

Upload: loic-jeanjean

Post on 01-Nov-2014

650 views

Category:

Economy & Finance


3 download

DESCRIPTION

• How can we generate more sales leads through our website? • Why aren't more people visiting our website? • What causes them to leave and not transact? • How can the site enhance customer relationships?

TRANSCRIPT

Page 1: How to succeed online as financial advisor
Page 2: 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

Page 3: How to succeed online as financial advisor
Page 4: How to succeed online as financial advisor

1,400,000 in 2011

Page 5: How to succeed online as financial advisor

So how do consumers choose

a financial advisor from this

large pool of candidates?

Page 6: How to succeed online as financial advisor

% 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

Page 7: How to succeed online as financial advisor

# OF US CITIZENS

300,000,000 200,000,000

# OF US CITIZENS ON THE

“DO NOT CALL” LIST

Source: FTC, July 2010

Page 8: How to succeed online as financial advisor

How do people find what

they’re looking for?

Page 9: How to succeed online as financial advisor

86% of consumers research

online before making a

buying decision

Page 10: How to succeed online as financial advisor

• 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…

Page 11: How to succeed online as financial advisor
Page 12: How to succeed online as financial advisor

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

seconds

Page 13: How to succeed online as financial advisor

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

Page 14: How to succeed online as financial advisor

So how do you win online?

Page 15: How to succeed online as financial advisor

• 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

Page 16: How to succeed online as financial advisor
Page 17: How to succeed online as financial advisor

• 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?

Page 18: How to succeed online as financial advisor

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

Page 19: How to succeed online as financial advisor

“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!

Page 20: How to succeed online as financial advisor

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

Page 21: How to succeed online as financial advisor

• 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

Page 22: How to succeed online as financial advisor

• 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

Page 23: How to succeed online as financial advisor

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

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

Page 24: How to succeed online as financial advisor

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

Page 25: How to succeed online as financial advisor

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

Page 26: How to succeed online as financial advisor

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

Page 27: How to succeed online as financial advisor

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

Page 28: How to succeed online as financial advisor

Are you interested in creating your own great content?

Page 29: How to succeed online as financial advisor
Page 30: How to succeed online as financial advisor
Page 31: How to succeed online as financial advisor

•Thumb friendly

•Large text

•Big calls to action

Page 32: How to succeed online as financial advisor

40% of mobile users use internet in bathroom - Nielsen

Page 33: How to succeed online as financial advisor

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)

Page 34: How to succeed online as financial advisor

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.

Page 35: How to succeed online as financial advisor

• 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

Page 36: How to succeed online as financial advisor
Page 37: How to succeed online as financial advisor

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.

Page 38: How to succeed online as financial advisor

and see you in AdvisorWebsites.com