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By Blair Kelly Showcase

The Best Financial Advisor Websites: LPL Financial Roundup

11 minute read
The Best Financial Advisor Websites: LPL Financial Roundup Featured Image

We’re already a couple months into the new year, and so far we are excited about how 2020 has started off! We ended 2019 with a bang, so we wanted that to continue into this year. 

In addition to working closely with independent RIAs across the United States and Canada we also have partnerships with many other groups and today we are going to be showcasing LPL Financial, which was founded to help entrepreneurial financial advisors establish successful businesses through which they could offer independent financial and investment advice. LPL offers its services to more than 16,000 financial advisors and around 700 financial institutions. Read on to find out more about the businesses we work with that are associated with LPL Financial. 

1. Society For Lifetime Planning

Society for Lifetime Planning

Built on one of our more popular frameworks, the Society for Lifetime Planning uses Iris, our one-page scrolling experience, which allows their visitors to quickly and easily navigate their entire website in one fell swoop.

Society for Lifetime Planning

Established in 1985, The Society for Lifetime Planning was ignoring a growing segment of mobile users who couldn’t easily access their old website. We know that over 50% of internet traffic happens via a mobile device in North America. With Twenty Over Ten’s help they were able to keep their site extremely functional while also making it much more visually appealing.

One of the best examples of this is their team page. Today, a visitor to The Society for Lifetime Planning website is able to quickly and easily find the team member they’re looking for complete with bios, headshots, certifications and direct contact information to get in touch.

2. Paradigm Wealth Partners

 

Paradigm wealth

Seeing a trend with the choose your own adventure websites? We sure are! And we don’t hate it. Paradigm Wealth Partners asks visitors right on the homepage – are you NextGen or 50-Forward? This really helps segment their audience and offer up tailored content to targeted demographics.

Paradigm Wealth Partners

But perhaps what’s even more intriguing are their in-depth case studies for each audience segment. Paradigm Wealth Partners is an example of a really well-structured case studies page. The copy is engaging and to the point as are the key takeaways, goals, challenges and solutions. Traditionally, we see advisors shy away from incorporating case studies on their websites. However, they are an incredible invaluable asset when it comes to establishing proof that the services you provide are valuable.

3. Liang & Quinley Wealth Management

 

Liang and Quinley

As soon as you land on the homepage of Liang & Quinley Wealth Management, you are immediately taken to a serene location on the coast where you can forget about your financial stresses.

Liang and Quinley

Though some may think including fees on your website may scare away prospective clients, our rule of thumb is to be as transparent as possible by including fees on your advisor website. Being upfront like this will give prospects exact information they need to make their final decision of what financial advisor to work with and this type of transparency will get you started on the right foot.

Liang and Quinley

It may not seem like much, but integrating events into your advisor website makes it much more engaging and useful for both prospects and clients alike. Liang & Quinley’s events page houses upcoming and past events to generate additional event traffic and also showcase their goodwill to their local community in Irvine, CA.

Liang and Quinley

Liang & Quinley’s old website simply had “Our Mission” as the tag across the hero image, and it’s become much stronger now, “Helping You Build Your Financial Future,” with a call to action that very clearly stands out against the hero image. It was much harder to see on the original homepage.

4. Guillaume & Freckman

 

Guillaume and Freckman

“Are You Ready For Real Financial Planning?” Guillaume & Freckman boldly ask this question right when landing on the homepage of their website. This type of question right off the bat really makes you think about the next step in your financial journey. We love this question-based tone at the forefront of their website as it evokes a sense of curiosity for visitors encouraging them to learn more, which is reinforced by their CTA.

Guillaume and Freckman

While their older website was more “blocky,” their new website homepage offers several strong CTAs prompting visitors to take the next crucial step. When scrolling down, visitors are taken to the video to learn more about the firm.

GF Wealth

We’ve said it time and time again, but content is king, and video content may just be the queen! So, we like that Guillaume & Freckman choose to embed their brand video right on their homepage giving visitors a further real-life glimpse into their firm. Additionally, they offer an entire video vault with helpful videos on financial planning and investment management. From market updates to how to read your account portals and more, Guillaume & Freckman has really covered all the bases to offer their clients and prospects an engaging and interactive experience.

GF Wealth

And we absolutely adore that they chose to use real photography throughout their site instead of stock photos. I mean, just look at those adorable families! Incorporating real imagery into your site like this pulls back the curtain a little bit for a more humanistic approach giving clients and prospects a glimpse into your personal life.

GF Wealth

Lastly, we enjoy the subtle yet profound inclusion of their media mentions within their bios as pictured above. Our recent survey found that about 50% of advisors who included an “as seen on” section received 6-10 or 11+ clients per year. And we hope that finding rings true for the Guillaume & Freckman team!

5. Fisher & Wiens Wealth Management

Fisher and Wiens

Based in Danville, CA, Fisher & Wiens Wealth Management has beautiful imagery placed throughout giving visitors a sense of peace and the excitement of what they could be exploring when they have financial stability.

Fisher & Wiens

Fisher & Wiens offers three main services to clients, which are clearly spelled for clients and prospects so they know what to expect when working together. This is just another example of the importance of being transparent which makes for a smoother transition and initial meeting.

Fisher & Wiens

We think that it’s okay to discuss the awards you have won, so we love that they’ve chosen to include a video about winning the Five Star Wealth Manager Award right in their Managing Partner, Beau Fisher, CFP® bio. Rather than listing their award win in text this is a creative way to display the content in a unique yet compelling way that instills trust in visitors before they even meet with him.

Fisher & Wiens

That’s a Wrap!

All 5 of these LPL affiliated advisor websites are such great examples of breaking the boundaries of typical, boring advisor websites. Instead, these are all professionally designed, stunning, lead generating and completely functional websites. Rounding up these websites has certainly been satisfying for us and we hope that they’ve sparked some creative ideas for you to redesign your advisor website for the new year. If so, then please feel free to reach out! We would love to work with you.

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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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