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By Blair Kelly Outreach

Don’t Let These 10 Marketing and Website Mistakes Scare you

17 minute read
Don’t Let These 10 Marketing and Website Mistakes Scare you Featured Image

Happy (almost) Halloween! We know that ghosts and vampires can be pretty spooky, but you know what else can really be scary? Poor digital marketing. After many years in the financial services industry, we’ve seen some mistakes that can be pretty spooky.  Despite what time of the year it may be, we’re here today to show you the top ten scariest marketing and website mistakes and how you can avoid them. Believe us when we say these mistakes are daunting – we dare you to read on!

Mistake #1: No Strong Point To Your Content

We decided to lead with this point for a reason, it’s super important! Let’s face it – there are hundreds of thousands of financial advisors out there, and it would be terrifying to lose leads because you aren’t distinguishing yourself from all the rest! According to Hubspot, 55% of visitors spend less than 15 seconds on your website, so what you have to offer needs to resonate quickly with your visitors. You need to get your point across and draw in your visitors and show exactly how you stand apart from your competitors and what you are going to do differently.

Visitors want to feel at home on your website and want to feel that they can completely trust their potential advisor with their money, but also get an immediate sense of professionalism. This can be a difficult task to balance, as you want to convey all of these aspects, but it is pertinent to do this all in a quick manner to draw in your visitors and prove that your firm can stand above all the rest.

Mistake #2: Difficulty Getting In Touch

Things move quickly these days, and people want their answers fast. Time is money, so don’t leave potential clients waiting. If someone visits your site and they have submitted a question via a form, most places can guarantee an answer by the end of the day or within 24 hours, but many prospects want a response even faster!

If a question is not answered in a short time frame, then you can consider that prospect gone. It’s likely that they have moved on to someone that can answer their questions in a more timely manner. In this day and age, a form or a phone number isn’t enough and many are turning to use more rapid response communication methods such as live chat features. Using an integration like this on your website can turn hours into minutes … even seconds! While a feature like live chat may require more manpower, we think the pros greatly outweigh the cons! Don’t ghost your future prospects and get stuck missing out on an opportunity because you didn’t answer a simple question quickly enough.

We like what Twenty Over Ten client, Green Mountain Planning, does with their live chat functionality. Even when it is after hours, visitors still have the ability to leave them a message for them to answer as soon as they are at work.

Green MountainPlanning live chat

Mistake #3: Using Other People’s Content

By now, you know that creating and maintaining an updated blog is an increasingly important part of your advisor website. As a financial advisor, you are extremely busy, managing multiple clients and often working overtime, so how are you supposed to find the time to create and update meaningful content that will be useful to your readers?

We see all too many advisors trying to save on time (and money) by purchasing canned content. However, this is not the best idea, as nobody will be able to convey your message in the same way that you do. Though creating your own original content may seem like an unnecessary, time-consuming task, don’t make this cardinal mistake. By creating your own content you’ll be able to speak more meaningfully to your niche and drive the types of visitors to your site that you want.

Twenty Over Ten client, Rivers Edge Advisors, does a great job of staying in touch with their prospects by providing relevant and useful contact consistently.

Rivers Edge Advisors

If you are having a hard time creating content consistently, then Lead Pilot and Content Assist can help!


Lead Pilot is the industry’s first-ever AI-powered all-in-one solution for content creation and distribution. By using this tool, advisors are able to launch robust content campaigns from a streamlined, easy-to-use dashboard. Team members can collaborate and share content pieces, upload original content, and customize content from the media library. It not only includes blogs but also video and infographic content. Once it is added, the content can be easily scheduled to be sent out via email or social media with branded landing pages.

Lead Pilot


We offer useful tools, such as Content Assist to all Twenty Over Ten users so that if you are struggling to come up with content ideas for your blog, you can use our pre-made content and edit it to make it your own. With Content Assist, you can choose from different categories, such as retirement, home-buying, young adults, business and much more. Once you have chosen which blog that you want to use, advisors can easily customize and edit the content to add your unique voice, keywords to fit your niche or you can use it as-is.

Content Assist

Mistake #4: Clunky Navigation

We talk about the importance of quality over quantity, which is why you don’t want to scare off visitors away with too many pages and subpages on your website! For prospects, just choosing who your advisor should be can be a daunting task in itself, so why clutter your website with multiple unnecessary pages when you could describe what you do in a few neat and orderly pages? You don’t need to spell out every single service that you offer, but rather tell your story, show what you offer and discuss how you can solve your visitors’ pain points.

Twenty Over Ten client, Zuk Financial Group, has five clean sections that spell out all of the necessary information with only one subpage. Their website is the perfect example of “quantity over quality,” not to mention they have a beautiful hero image with easy to read calls to action that stand out against the background.

Zuk Financial

Mistake #5: Not Defining A Niche

We work with tons of advisors and we’ve heard it all too often: “marketing to a niche demographic might put me at a disadvantage by limiting the scope of potential clients.” Wrong! Developing a niche can actually create more value for your marketing dollars and provide you with more quality leads.

As we continue to see the digital world grow and we see the rise of more virtual financial planning tools, clients will no longer search for a planner who is the best in their geographic area; but rather they will search for the planner who is best able to meet their individual needs.

Twenty Over Ten client, C.L. Sheldon, has found their niche serving the military professionals and their families, and this is evident throughout their entire website through their visuals, graphics, and content.

C.L. Sheldon & Company

Mistake #6: Ignoring SEO

At the surface, SEO may seem like a spooky endeavor, but we promise it’s not! By ignoring efforts to optimize your website your business will never be found when searching locally for a financial advisor. An easy first step in SEO is claiming and/or verifying your business on directories like Google My Business, Yellow Pages, Brightscope, and others. By starting here first you can update your contact information, hours of operation, and website URL, to ensure your NAP (name, address, phone) data is consistent.

If SEO still sounds like a scary undertaking, our team is here to help. Twenty Over Ten’s SEO essentials package will get you set on the right foot and lay the essential groundwork necessary to excel in ranking higher in search engines like Google.

Mistake #7: Ignoring The Data

How often do you look at your website analytics? It’s time to shake the cobwebs off and begin to use tools like Google Analytics and Google Search Console to capture data about your website’s performance. Doing so will provide valuable data to improve your marketing efforts and begin to learn more about your site visitors, target audience, and more.

Google Analytics

Mistake #8: Using Cliché Stock Photos 

Don’t get us wrong, visuals are a key element to any website. However, it’s important that they add to the story that you are trying to tell. Rather than just throwing any stock photo into the mix, the visuals and graphics used throughout your site should tell your business’ story and what differentiates you from other companies.

Designing websites for financial advisors, our team works to capture the audience’s attention and inspire them to become engaged with the services that our clients offer. A picture is worth a thousand words and there is a time and place for stock photos when used properly. However, we are also huge advocates for conveying a more personal feel through the use of real images. Photos of your team collaborating with one another, engaging with clients, or of just the culture around the office can help potential clients feel immediately feel at home and at ease working with your firm.

Twenty Over Ten client, Storybook Financial has a unique and touching story, and they have included photos of the founder Kade Hammes, CFP® and his adorable daughter, Mila, which has a much stronger impact than using stock photos.

Storybook Financial

Mistake #9: Not Being Mobile-Friendly

You would be hard-pressed to find anyone without a smartphone glued to their hand these days. If your site isn’t mobile-friendly, then that makes for a terrifying problem! Our internal research shows that for most advisors, about 30-50% of all their website traffic comes from mobile devices and that number is only expected to increase over time. Having a mobile-friendly website is no longer just a convenience, your website MUST be mobile-friendly. Not only is having a mobile-friendly site important to the user experience, but Google and other search engines are now knocking down your ranking if your website is not mobile responsive.

At Twenty Over Ten, we are dedicated to creating websites that are beautiful and created with a mobile-first approach. You will find that all of our frameworks are mobile responsive and offer your site visitors a seamless experience regardless of the device a user views your website on.

Fiduciary Edge

Twenty Over Ten client, Fiduciary Edge Advisors have a mobile-friendly website that looks great on any device, making for an optimal search experience for those landing on their website.

Mistake #10: Missing Out On Social Media Opportunities 

This may be last on our top ten list but it is still incredibly important! Social media is an easy and affordable way to connect with potential clients and like-minded individuals and demonstrate your thought leadership. If you don’t have a presence on social media you are sorely missing out.

It’s important to make it easy for your website visitors to check out your social pages. We recommend placing your social icons in a convenient location such as your footer, header and/or contact page. In addition to making your pages accessible, social media is a great avenue to effectively promote your blog content and other freemiums like white papers, ebooks, and more.

Do You Have a Spooktacular Website?

Does your website have what it takes? This should have shed some light on what to do and what not to do when it comes to creating an advisor website that converts. Taking this on may seem daunting, but the payoff is well worth it in the end when your website drives more leads and makes more conversions.

Struggling With What Content to Share on Social Media or via Email?

We are offering access to our content for advisors to use via Lead Pilot for 7-days completely free (even on our month to month plans).

Get All The Details Here

About the author

Blair Kelly

Blair is a digital marketing assistant at Twenty Over Ten and has a passion for uncovering what drives online traffic and the highest engagement. She follows more animals on Instagram than humans and her greatest achievement is her daughter, Grey.

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