facebook twitter instagram linkedin youtube thumbs-up thumbs-down

Subscribe &
Stay Connected

Join our newsletter to get useful tips and valuable resources delivered to your inbox monthly!


By Lauren Beichner Outreach

8 Web Design Tips that Drives Sales for Financial Advisors

10 minute read
8 Web Design Tips that Drives Sales for Financial Advisors Featured Image

First Things First, What Does Web Design Have to Do With Sales?

Your website is arguably the most critical factor to the success of your business. Think of your website as your first impression. You want it to be a good one, right? According to Hubspot, 55% of your readers spend less than 15 seconds on your site! So, it’s important that your website makes a quick impact and stands out to your site visitors from the moment the land on your homepage. It’s essential to think carefully about how your website is designed and be intentional about every single component of your website in order for it to reap the results you are searching for as well as generate more sales and leads.

Follow our eight web design tips to help enhance your website to generate the most sales for your firm:

Tip #1: Incorporate Color

The colors you use on your website are more important than you might think. Research shows that colors can increase brand recognition by up to 80%. Using the same colors on your website as you do in your brand logo will help boost brand recognition as well as brand trust. In addition, think about your audience. Are you catering to a female audience? If your niche is women, focus on blue, purple, and green. If you’re audience is primarily men, select blue, green, and black as colors for your website.

Gold Canyon Financial does a great job of utilizing an array of colors on their website which make their website very visually pleasing and interesting.

Tip #2: Utilize Video

Videos may seem daunting to incorporate on your website, but if you don’t have videos on your website you’re missing out! Videos are proven to increase sales and help prospective and current clients better engage with your content. Utilizing videos on your website also helps you get your point across promptly and keep people interested longer. In fact, people stay on websites that use videos 60% longer than sites with just text and pictures. Furthermore, according to Forbes, including a video on a landing page can increase conversion rates by 80%.

YellowWood Wealth Solutions effectively incorporates video right on their homepage to share more about the history of their firm.

Tip #3: Simplify Navigation

Imagine what it’s like to be in your site visitors’s shoes. Is your website user friendly? Is it easy to navigate? Studies show that a website’s navigation is among the first and most frequently viewed areas. Your ultimate goal for your website should be to make it a painless experience for your site visitors to explore. For example, don’t make people scroll and search for what they want. Create straightforward navigation so users can easily find items that aren’t on the first page.

Rivermark Wealth Management’s website is very user-friendly. Everything someone could search for is up at the top of the homepage and is labeled clearly.

Tip #4: Make your CTA Stand Out

Your call-to-action (CTA) is essential to the success of your advisor website and is a great marketing tool to utilize. Your CTA’s purpose is to convince visitors to engage with your brand by being visually eye-catching. But, how are they supposed to do that if your CTA is not explicitly clear and straightforward? You want your CTA to be located in an easy to find spot and be large enough to see but not too distracting. Keep in mind that your site viewers should not have to search for your CTA. Your CTA should be intuitive and simple to find!

New Gen Financial’s CTA below stands out and is the first thing you see when you get to their homepage.

Tip #5: Make sure it’s mobile-friendly

In today’s digital world, it’s a requirement that your website design is mobile-friendly and easy to navigate on a cell phone. According to a study done by the Pew Research Center84% of affluent Americans own a smartphone. Of those, 97% said they use smartphones for text messaging, 92% use it for phone calls, 89% for internet access, 88% for email, and 75% for social networking. With statistics like these it’s essential that your website is painless to navigate on a cell phone. Consider things such as font size and button size when it comes to optimizing your website to be mobile-friendly.

IMPACTfolio, LLC has done a good job selecting large enough font for their website so that it is easily legible and easy to navigate on a smart phone.

Tip #6: Incorporate live chat

Now more than ever people prefer a simple and quick online chat while they scroll through your site to picking up the phone and making a live phone call. Even if your site visitors don’t want to chat, they see that the option is there which increases brand trust. Using a live chat integration on your website also shows that you are willing to help them which is what they are there for in the first place!

Blanchard Wealth Partners utilizes a virtual chat on their website. This is a great way to show you site visitors that you are there to help them right on the spot!

Tip #7: Use compelling and helpful headlines

Not only are headlines a leading factor in SEO ranking, but they are the first thing that stand out to your site visitors. It’s crucial that they are not just full of “fluff” but that they contain relevant and pertinent information that will actually help your site visitors find what they are looking for. Keep in mind that the whole purpose of a headline is to show people how you can help them!

C.L. Sheldon & Company clearly shows that they specialize in providing fee-only financial planning and wealth management services for those that are active or retired military in their headline.

Tip #8: include an FAQ Page

Think your FAQ page isn’t important? Wrong! In fact, FAQ pages are one of the most visited pages on your advisor website. If a prospect is interested, then your FAQ page is a convenient way for them to be able to find out more about your firm and have their questions answered promptly. It’s also a great way to direct leads to other pages on your site to learn more about your firm, as well.

Key Takeaways

When it comes to maintaining a strong advisor website, there are many components that come into play that influence how your website will perform to help you drive more sales. There is no one size fits all when it comes to designing your website, but we can guarantee that implementing our 8 web design tips will help boost your website to get you the results you are aiming for!

Join The Fastest Growing Platform For Financial Advisors.

Whether you are just starting out or looking for a refresh, we can’t wait to help! With automatic site archiving, blogging, an intuitive CMS, SSL certificates and more — we’ve got everything you need to create your dream website.

Lets Talk! Sign up for FREE!

Don't Miss Out

Get all the latest news and exclusive marketing resources straight to your inbox.

✓

Lucky You - You're In!

We’re flattered you want to get to know us better. And now that you’re on our list, we’ll get to know you better too! Happy reading 😁