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By Blair Kelly Showcase

Financial Advisor Website Showcase: HFM Investment Advisors, LLC

7 minute read
Financial Advisor Website Showcase: HFM Investment Advisors, LLC Featured Image

HFM Advisors

As part of our continuing “Financial Advisor Website Showcase” blog, we wanted to dive into the HFM Investment Advisors, LLC website to discuss some of the most unique features and more about what went into designing the website.




HFM Advisors is located in Glassboro, New Jersey and was built on our Fresnel Framework with the Enhanced Design plan. With Enhanced Design, clients can:

  • Choose their Framework
  • Provide the Necessary Content and Assets
  • Work with the Twenty Over Ten through a round of revisions

It’s a great way to provide the team with the necessary content to create the website of your dreams.

1. Strong Calls-to-Action Lead Prospects Down The Sales Funnel

Immediately upon landing on the homepage, visitors see a hero image with President, Michael Pallozzi and Jason F. Gabrieli, CFP®, showing the “human” element of team members that you will be working with in the future.

HFM Advisors

Directly on the hero image, they have boldly placed their call-to-action, “Let’s Talk,” which then takes visitors to Calendly where they have the option to book a meeting with either a financial planning expert or a 401(k) plan expert. It’s seamless and creates a simple user experience for their website visitors.

Additionally, they have a main, sticky call-to-action strategically placed in the top right-hand corner offering the same services. A well-placed call-to-action like this can really boost a firm’s lead generation, so this entices visitors to take that step and meet with them, thus leading prospects further down the sales funnel.

2. Professional Meet the Team Page

You only have 7 seconds to make a strong first impression, so it’s crucial that you are excluding professionalism, and George Wealth Management does just that with their professional “Meet the Team” page. Once visitors see the image, they can click on it, taking them to a bio which includes their background information allowing leads to learn more about a team member before their meeting. In addition to providing background information, it is incredibly easy to contact them as they provide a LinkedIn button, CTA to schedule a call, email and phone number.

Meet the Team

3. Robust Services Page Inform Prospects

When visitors land on their 401(k) plans page, they offer another option for current HFM 401(k) participants with the CTA “Get Your Questions Answered,” where users are then taken to the Calendly page where they can schedule a 20-minute call with their advisor.

401K plans

4. In-Depth Frequently Asked Questions Page

They have an incredibly robust Frequently Asked Questions page, with the ability to contact them if you have any additional questions, so even if visitors don’t see the answer that they were looking for, they can easily get in touch with the team.

Additionally, when you designate a page solely for FAQs, this directly caters to prospective clients, which boosts the UX and positively impacts your overall brand. If you still have questions after exploring their FAQs, there is another CTA placed at the bottom of the page where they offer a complimentary inquiry call to help prospects learn more and ultimately reach their goals.

FAQs page

5. Podcasts Are A Strong Addition to Their Content Section

Content is king, but as you know, content goes beyond just blogging so we loved to see that they are using a variety of content on their new site, by not only including a blog, but also a podcast section. Podcasts give you the ability to reach millions of people that are searching for your expertise and service. So, we were incredibly excited to see their “Dollar Wise Podcast,” where the team shares their experiences, and provide insights into the personal finance topics and even have guests tune in from time to time.

HFM Podcast

Final Thoughts

HFM Investment Advisors’ website is full of so many features offering insight and advice to clients, however, they manage to keep it streamlined and concise. With multiple calls-to-action and strong content, it’s a website that will leave visitors feeling confident in their future choices and decisions. We really enjoyed working with the team to help design this website and hope you enjoyed exploring it!

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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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