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By Blair Kelly Showcase

Financial Advisor Website Showcase: Simon Quick Advisors

10 minute read
Financial Advisor Website Showcase: Simon Quick Advisors Featured Image

John NIchols

We had another opportunity to speak to one of our amazing clients as a part of our “Financial Advisor Website Showcase” series. This time we chatted with John Nichols, marketing analyst at Simon Quick Advisors. Keep reading to find out more about the firm!







Let’s kick things off with a little background on Simon Quick Advisors. We understand you all recently underwent a rebrand in December too. Tell us more about that process and what this new brand means for you all.

We began the rebranding process in early-2019 by interviewing various consultants who had the capability to walk us through the process from start to finish. Following many meetings, we decided to work with a consultant based in New York City who had agency experience and who we trusted to lead us through the process. During this evaluation we looked at everything from our internal strategy and client feedback to messaging, to our name, look and feel. The core of the work was in defining our purpose: We believe when we’re at our best, we give ourselves and our clients the freedom to focus on what matters.

Choosing our new name was the most challenging part of the process. After much passionate deliberation over variations of our founder names, and an extensive look at brand new names of all kinds, we collectively agreed that honoring our original story, while still looking forward was the right choice for us. Overall, we are very happy with the updated identity and think it is more in line with where we are heading as a company.

We’re all about simplicity, so when something can be scheduled with just one click, we’re all for it! That’s why we love to see advisors using Calendly, on their website. In fact, our recent survey found that advisors who get 6-10 or 11+ clients per year had a calendar link right on their website. What successes have you experienced since incorporating a meeting scheduling software on your website?  

We started using Calendly on our previous website where we included the link on the bottom of various pages throughout the website. However, when we redesigned the site, we decided to make it “float” in the bottom right-hand corner of the site, no matter what page the user navigates to. We are confident this new placement will streamline the Calendly experience and increase the number of leads we receive through the website.

Simon Quick calendly

What are three tools that you simply cannot live without? They can be tools you use while at the office, home or just everyday life.

The three tools that I simply cannot live without are my cellphone, laptop, and headphones. These are vital to our business where our advisors strive to be our clients’ first call regarding any financial matter, big or small.

Things move quickly, especially in this industry! Where do you see the financial industry headed in the next five years? 

We are seeing a lot of consolidation in the industry as well as a flood of advisors leaving the large banks and brokerages. Simon Quick is a future-focused firm and so we have initiatives in place to capitalize on each of these trends.

Firstly, we are open to mergers and acquisitions with other like-minded firms. In 2017, we combined our wealth management practice with the Simon Family Office giving us the ability to offer a full suite of family office services to clients. In looking forward, our focus is on culture and ensuring that any future merger activity is beneficial to our client base.

Secondly, we have strategies to attract and retain successful advisors who are looking to leave a bank or brokerage house. We believe strongly in our culture and can provide advisors looking to transition with a great new home!

It’s so important to have a presence on social media and we love that you’re active on not just Twitter, Facebook and LinkedIn, but you also utilize Instagram and YouTube. Could you tell us more about your social media strategy and the benefits you’ve seen being on these platforms?

Maintaining an active social media presence is often overlooked in our industry but it is a necessary tool for growth. Social media has greatly increased traffic to our website and has proven to be an important outlet for us to show off our industry expertise. For example, we upload our quarterly market newsletters to the resources section of our website and then promote that post on all our social platforms. We have also seen success from posting our blog content on social media, where we aim to educate people on a wide variety of topics.

simon quick social

Most recently, we started our video initiative, which includes our market insights video and will soon be expanded to include additional insights from various team members from across the firm. However, we had to remove many of these videos and market newsletters from our website while going through the rebranding process. Stay tuned for more content to be added in the coming months!

Overall, we are thrilled with how the website came out and being able to see our vision made into a reality is fantastic!

john Nichols– Simon quick advisors

We love working with advisors to help them create the website of their dreams! What was your favorite part of the website design process? 

Our favorite part of the website design process was the high level of customization that was possible! Going into the redesign we had so many ideas to incorporate into the site that it was a bit daunting. However, being able to talk one-on-one with our designer allowed us to clearly express our ideas for the new site, which allowed them to take our ideas and run with them. Overall, we are thrilled with how the website came out and being able to see our vision made into a reality is fantastic!

What is the best piece of advice you have ever received either about marketing or running a business in general?

The best piece of advice we have received on the marketing front is to stay focused on our ideal client profile. At Simon Quick, we work with high net worth families and we are focused on providing them with the best experience possible. In every aspect of our marketing efforts we ask ourselves, how does content/campaign/event benefit our clients and prospective clients?

What is the most important thing that you would share with other financial advisors who are looking to redesign their website?

We would encourage advisors to do as much research as possible before diving into the redesign process. It is so important to have a clear vision for what you want to include on the website as it really helps streamline the process and results in a site you are proud to put your logo on. One way we prepared for the redesign was visiting various sites created by Twenty Over Ten and then taking notes on what liked or disliked from each site to create our unique website appearance.

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