We’ve rounded up five of our favorite financial advisor websites from Spring 2017 to share.
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1. Nurture Financial Planning
Nurture Financial Planning’s website is one of our favorites because of their effective use of CTAs (Calls-To-Action). They have a very simple and clean email signup form, encouraging visitors of the site to subscribe to their newsletter. This call to action is straightforward and helps push prospective clients through the sales pipeline by targeting them with content marketing, such as the firm’s blog and podcast.
2. Alinea
Alinea’s website does a great job of differentiating itself by incorporating a moving image directly on their homepage. This instantly grabs a visitor’s attention and engages them. Another great feature is the way the content has been organized. Rather than burying information in subpages of subpages, visitors can easily find what they are looking for through the use of overlays (which are buttons that when you click for more information, a smaller screen pops-up, “overlaying” on top of the main website). Overall, the website is very sleek and the use of subtle shades of blues and grays is extremely inviting.
3. Newport Harbor Wealth Management
Newport Harbor Wealth Management’s website does a great job of leading visitors to connect with the brand on other channels. The call to action is easily accessible and appears consistently on every subpage. Utilizing social tools and promoting them on your site in this way makes it simple for prospective clients to reach out quickly and smoothly. The site also is incredibly easy to scan, featuring icons and larger headers that break up text and allow visitors to find what they are looking for.
4. riverview research, LLC
What we love most about Riverview’s website is their Client Portal. This seamless integration makes for a great user experience and is extremely helpful for clients. The portal is a great value-add and is tailored for the firm by using the same color scheme and including the firm’s logo (great brand reinforcement!). Additionally, the “Our Clients” page has a wonderful feature that lets prospects choose between “family office” or “institutions” with a quick swipe of a tab to display content relevant to them.
5. clarity asset management, inc.
Clarity’s website stands out from other financial planning websites by being interactive. Videos, diagrams, and pop-out bios are all placed throughout the subpages, allowing visitors to engage heavily with the firm and their brand. A brief tutorial about risk tolerance and a call to action button promoting a risk calculator are both great features that add value to the site.
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