It takes several different “ingredients” if you are to have a truly great advisor website and one very important part that may seem so obvious that you don’t even put much thought into it — your contact page!
You will want to keep this page of your site pretty simple, so current customers and prospects have no confusion about how to get in touch with you, which is why it is a good idea to provide your visitors with more than one way to reach you. It’s also a good practice to consider including a short contact form, an email address or a phone number at a minimum. And for that extra SEO boost, it can also be a good idea to include your mailing address and google map.
When it is all said and done, the ultimate goal of your website is to generate leads, so it is pertinent that you make it as easy as possible for visitors to contact you. Your contact page not only gives your visitors an outlet to reach out and provide critical information, but it can also improve your site’s overall SEO.
Today, we are sharing real-life advisor contact page examples in hopes that you will review/audit yours and take the necessary steps to improve it. The most important thing that we hope you take away from today’s blog is that every website should have a contact page … ESPECIALLY YOURS!
Twenty Over Ten client, Heritage Wealth Management, has included their address, phone number, a contact form and a Google map. Additionally, they ask a couple of questions about why visitors are seeking out financial advisors along with an option to send a message. Giving leads multiple ways to get in touch is a great way to boost lead generation.
1. What Should You Do If You Have Multiple Locations?
It is not uncommon for a company to have more than one location. If yours is one of those and you have multiple locations, then be sure to list all address details for every location. In addition to this, it is always a good idea to highlight your headquarters or main office somehow.
In the example below Twenty Over Ten user, Beirne Wealth Consulting Services, LLC, has a robust contact page, informing visitors of their remote information in the midst of the COVID-19 pandemic with a contact form below that, information plus a map for both offices.
2. How To Treat Your Contact Forms
Contact forms are a great addition to any contact page! They should not be the only way to get in touch on your contact page, however, there is a correct and an incorrect way to use them.
1. Make sure that your form is not too terribly long. If there are too many fields to fill out, then people will get lost or simply won’t take the time to fill out all the questions that you are asking. Simply putting a line for name, email address, phone number and a short message should be sufficient. Keep your contact form short and sweet! Twenty Over Ten client, Defining Legacy Financial Advisors, has some a succinct contact form with strategically placed CTAs.
2. This one is extremely important — your contact form should be responsive. In reality, your entire website should be responsive. For visitors on mobile devices, it can be difficult to navigate a form with multiple fields. We recommend reducing the height of your form on mobile and ensure that they can adjust to fit any screen size. At Twenty Over Ten, all of our frameworks are created with a mobile-first approach. When developing our frameworks, our designers held priority on a seamless experience regardless of the device a user was viewing the website on. Through our platform, advisors can choose the framework that best fits their business and leverage it on a desktop, mobile phone, tablet, and any device.
3. Add a Calendar Link
When a potential lead lands on your website, how are you going to book meetings? If you don’t have a calendar link on your website, then this is a missed opportunity. Including one on your website is a great way to easily direct prospects to schedule meetings with a single click. In fact, in a 2019 survey about the effectiveness of digital marketing for financial advisors, we found that advisors who get 6-10 or 11+ clients per year had a calendar link right on their website, which is why we suggest using our one-click integration with Calendly.
As you can see Twenty Over Ten client, Mission: Advice has a calendar link right on their homepage with the CTA “Schedule a Free Consultation.” Once prospects click to schedule a meeting, they will be taken to a calendar page with the option to book a 15-minute, 45-minute or 60-minute meeting with the Founder, Tom Maiden, MBA, CFP.®
4. Tips to “Spice Up” Your Contact Page
To many, a contact page is nothing more than that, a way to get in touch. If you want your company to stand out amongst your competitors, and you are looking to move away from the generic and “ho-hum” contact pages in the industry then there are some fun things you can consider incorporating.
1. Add a CTA (Call-to-Action)
So, what exactly is a CTA? It is a text or a graphic strategically placed on a website to entice visitors to take a proactive step in engaging further with your business. It should be short and to the point and make the reader feel as if the action should be taken sooner rather than later.
Ensure that your CTA isn’t too “salesy,” as this can make the potential client lose trust and look elsewhere for financial services. A good CTA should be:
- Stress the benefits to the user
- Easy to find
When the above is included, the visitor feels compelled to click on it. In the example below Twenty Over Ten user, Divorce Financial Solutions includes CTAs on their contact page enabling visitors to easily send secure files or schedule a free 30-minute consultation.
Twenty Over Ten client, The Hendrickson Advisory Group, Inc has a contact form asking for the name, email, phone and a message plus a quick dropdown about how a visitor heard about them.
2. Include FAQs
Including FAQs on your contact page is a great way to spice things up. If a visitor is able to get answers to their questions on your contact page then they may not need to contact you in the first place. This will save time for your business by answering their questions up-front before they reach out.
3. Add a Google Map and Directions
Not every contact page has a map and directions, so if yours does, then it’s just one more way that your company can stand out. People will be visiting your site from different locations, so having driving directions and a map to follow will make it easier to locate your office and give your visitors a feel for the location of your offices. Twenty Over Ten client, Zimmerman Wealth Management, has included updated information due to COVID-19 in addition to a google map and directions on how to get there.
4. Add Photos
You don’t have to add much to your contact page, however, adding some photos of your team will make your firm seem more welcoming and like a place that visitors can trust. Adding a picture of your office building is another option here as it will help folks easily recognize your digs when you get visitors. Twenty Over Ten client, Ascent Financial Group, has a photo of their team on their contact page which adds a “human touch” and makes visitors more at ease.
5. Add Video
Video is a major digital marketing trend, your site visitors like quick summaries and visual information. For this reason, you could consider integrating a short video onto your contact page. Statistics show that companies using video marketing see 41% more organic traffic than those that don’t. Home pages with videos see 20% more conversions and landing pages see 80% more. A video on your contact page could quickly introduce your staff that’s ready to assist or provide answers before visitors even need to contact you.
Wrapping It Up
Without a strong contact page, how can your visitors get in touch with you? If you have an amazing advisor website but your contact page is not easy to find or is lacking, then it can really lower your lead generations. Keep your contact page, simple yet informative and watch your leads soar.
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About the author
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.