Financial Advisor Website Tips

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8 Web Design Tips For Financial Advisors

by | Aug 20, 2019

You must be wondering about the relationship between web design and sales on your website. There is no arguing the fact that the most critical factor when it comes to the success of your business is your website. It’s the very first impression of your business and everyone wants it to be a good one.

In fact, 55% of the visitors do not stay for more than 15 seconds on your website.

Therefore, it is important that your website makes a quick impact on your visitors and stands out among them right from the moment they land on the homepage.

You need to think carefully about the design of your website and make sure that every single component of the website is designed in order to get the results you want as well as to get more sales and leads from your website.

Here is a list of eight web design tips we have chosen specially to help you generate more sales from your website for your business:


1. Add Colour

You might not have realised the importance of selection of colours on your website but it is extremely important.

In fact, research suggests that brand recognition can be enhanced by up to 80% with the use of bright colours. One of the ways to increase brand trust as well as brand recognition is to use the same colours on the website as are used in the brand logo. You should also think closely about the audience.

In case you are primarily serving a female audience, you should focus on green, purple and blue. On the other hand, black, green and blue should be the preferred colours for a website in case your primary audience is men.


2. Make Use of Video

Incorporating video on your website might seem like a daunting task but you are missing out in case you haven’t included video on the website. It has been proven that video leads to increased sales and also helps in better engagement of your current as well as prospective clients.

Using video on the website helps in getting across your point promptly and also makes people stay longer. In fact, the data suggests that people stay 60% longer on websites that use videos as compared to websites including only text and pictures.

Also, data released by Forbes suggests that a landing page with video can increase conversion rates by 80%.


3. Simple Navigation

The right way to design your website is put yourself in the visitor’s shoes.

You should put yourself in the visitor’s shoes and figure out whether the website is user-friendly and whether it is easy to navigate. Various studies have shown that navigation of website is the most frequently and among the first viewed areas.

The ultimate goal is to make it completely painless for the site visitors to explore your website. For instance, try to avoid making people scroll and search for the stuff they are looking for. Instead, focus on creating straightforward navigation allowing users to easily find all the content they want that isn’t there on the first page.

The call to action plays a very important role in the success of your financial advisor website and therefore, you should make use of this excellent marketing tool. The purpose of CTA is to convince website visitors to engage with the brand by making it visually eye-catching. However, that’s not going to happen in case the call to action is not straightforward and explicitly clear.

According to the business funding experts at Maxiron Capital, who have optimised their own website to increase conversions, “the CTA should be located in a spot that is easy to find and it should be big enough for the average visitor to see but at the same time, it shouldn’t be too distracting. It should be intuitive and relatively easy to find. Ultimately, the visitors shouldn’t have to search or look around to find the CTA.”


5. Mobile Friendliness

It’s a prerequisite that your website is mobile friendly and not difficult to navigate on the mobile phone.

According to one study, smartphone ownership stands at 84%. Among these, 97% of people use smartphones for text messaging, 89% use it for internet access, 92% use it for making phone calls, 75% use it for social networking and 88% use it for email.

This data suggests that you should make it painless for investors to navigate your website on their cell phone. Consider all the elements including button size and font size among other things in order to optimise the website to make it as mobile friendly as possible.


6. Live Chat

These days, people like to have a quick and simple chat online while scrolling through the website as compared to making a phone call to get what they want. In the case of financial advisors, live chat can remove the friction that comes with major financial decisions

The presence of live chat on the website also helps in enhancing brand trust even if the visitors do not like to chat. Integration of live chat on your website demonstrates that you are willing to help the customers which is exactly what they want.


7. Helpful and Compelling Headline

Headlines are not only extremely crucial for rankings in the search engine result pages but also play an important role in the click through rate as these are the first things noted by site visitors. Therefore, it is important that the headings are not full of fluff.

According to the web design experts from Search It Local, the headings should have relevant and pertinent information to help visitors get exactly what they want. They share the industry insight, “do not forget that the main goal of a headline is to tell people how they can get help. Show the benefit of your financial advisor service. And what people stand to gain by using your experience. You can increase your chances of a conversion by adding numbers and emotional words. These will help you stand out from the digital crowd.”


8. FAQ Page

If there is even a slight doubt in your mind regarding the effectiveness of an FAQ page, keep it aside.

You might not know that FAQ pages tend to be the most visited pages on a financial advisor’s website. In case you have an interested prospect, the FAQ page on the website allows them to find out more about your financial advisor services and it also provides answers to any questions they might have. It is also a great way to bring leads from other pages on the website to help them know more about your firm.

Are you ready to get more traffic, leads and sales?

When it comes to maintenance of a strong advisor website, you need to pay attention to a number of components in order to make sure that you can drive more sales through the website.

As far as the design of the website is concerned, there isn’t a one size fits all rule but we guarantee that implementing the above-mentioned eight web design tips will help in boosting your website and help you get the results you want.


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