3 Tips for Financial Advisors to Improve Their Websites
Having a strong online presence is essential for any business, especially for financial advisors. This is because your website is often the first point of contact a potential client will have with you, so it’s very important that it makes a positive first impression. Here are some tips on how financial advisors can improve their websites for 2023:
1. Focus on Appearance: Website Design
The phrase ‘first impression lasts’ is highly applicable when it comes to your website. This is because your website’s appearance directly impacts the user experience of your prospects. When a potential client visits your website, they form an immediate impression based on the design of your site. That’s why in order to capture the attention of your prospects, your website should:
- Look professional
- Be visually appealing
- Free of clutter
It’s also important to ensure that your website is easy to navigate, fast-loading, and mobile-friendly, as most internet users access websites through their mobile devices.
Now, working on the improvement of these factors enhance the user experience as well as contribute to boosting your SEO ranking. Search engines value having a well-structured and optimized website, and a mobile-friendly and fast-loading website is one of the important factors that contribute to that.
2. Tell Your Story: About Us Page
A compelling ‘About Us’ page should include information about your financial advisory business, such as its history, mission, and values. You can also highlight your team’s experience and qualifications, which can help establish credibility and trust. You can also add details about how your services can make a positive impact on your clients’ lives using a language that resonates with your target audience and addresses their needs and pain points.
3. Generate Leads with Visible and Compelling CTAs: Call To Action
Including visible and compelling CTAs (calls to action) on every page of your website can increase engagement and drive lead generation. A CTA is a prompt that encourages users to take a specific action. An example of a CTA is asking a web visitor to sign up for a newsletter, fill out a form, or book an appointment.
In order to create effective CTAs, you should make sure that they are prominently displayed on each page of your website. You should use action-oriented language that clearly communicates the benefit to the user. Here’s a sample CTA: “Book a free consultation today”.
You should also make sure that your CTAs align with the user’s journey and the content on each page. For example, if the user is reading a blog post about retirement planning, a relevant CTA could be “Download our retirement planning guide for expert advice”. Remember, you should always predict the next steps you want your prospects to take and create strong CTAs that will turn them into leads.
Improve Your Website this 2023
Your website is the most important aspect of your business’ online presence. So, even if you have met some prospects in-person, they will still visit your website in order to learn more about your business, services, and values. By following the tips outlined above, you can optimize your website to create a positive user experience, build trust and credibility, and drive lead generation. By investing time and effort into optimizing your website, you can set your financial advisory business up for success in 2023 and beyond. If you need help in improving your existing website or creating a new and improved one, get in touch with us today.
How to Get Verified on Facebook & Instagram
Getting that blue checkmark on your Facebook & Instagram page and account not only establishes your credibility but can also improve the visibility of your business in search results. This can increase the likelihood of potential customers finding your page. The process of applying for verification on Facebook may seem quite difficult, but with this guide, you’ll be able to get it in no time.
What is Facebook & Instagram verification?
Facebook and Instagram verification is a process that confirms the authenticity of an account or page on these social media platforms. It involves verifying that the account belongs to a real person or organization, and that it is not an impersonation or fake account. When an account or page is verified, it is marked with a blue checkmark beside the account name. This checkmark helps other users know that the account is genuine, and that they can trust the information shared on that account or page.
How to Get Verified on Facebook & Instagram
If you’re looking to get verified on Facebook or Instagram, the process is straightforward, but there are a few things you should keep in mind to improve your chances of success.
Not all accounts are eligible for verification, as Facebook and Instagram often only verify accounts that are in the public interest, like celebrities, public figures, and brands. However, if you’re a regular user, you may still be able to get verified if you can demonstrate that your account is at risk of impersonation or is associated with a notable brand or organization.
Eligibility
To be considered for a blue verified badge, Facebook Pages and profiles must adhere to Facebook’s Terms of Service and Community Standards, have a profile photo, a cover photo, and a Page name that follows their guidelines. As for Instagram, the account must follow their Terms of Service and Community Guidelines. In addition, accounts seeking verification must meet the following criteria:
- Authentic: The account must belong to a real person, registered business, or entity.
- Complete: The account must be public and have a bio, profile picture, and at least one post. “Add me” links to other social media services are not allowed in the profile.
- Unique: The account must be the sole presence of the entity it represents. Usually, only one account per entity can be verified, with exceptions for language-specific accounts. Facebook & Instagram does not verify accounts that are not unique, such as general interest accounts (e.g. puppy memes).
- Notable: The account must represent a well-known individual, brand, or entity that is highly searched for. Facebook & Instagram reviews accounts that are featured in multiple news sources. Paid or promotional content is not considered as a source for review.
Assuming your account is eligible, the first step is to fill out a verification request form. You can find this form in the settings section of your account on both Facebook and Instagram. To complete the form, you’ll need to provide some basic information about yourself or your organization, such as your name, contact information, and a copy of a government-issued ID or other documentation that proves your identity.
The verification process can take several weeks, and there’s no guarantee that your request will be accepted. If your request is rejected, you can submit another request after 30 days, but it’s important to understand that verification is not a guarantee and may not be available to everyone.
How to Get More Google Reviews for Financial Advisors
One of the most effective ways to boost your SEO is by generating more Google reviews for your Google Business profile. However, getting a Google review isn’t as easy as it looks. This is because you can’t force a client to give you one. However, this does not mean you should give up.
- Make your prospects find you. Building your Google Business profile is necessary if you want to establish yourself in your local market. When your prospects search for “Financial Advisors near me”, the goal is to have you appear on the top of the Google 3-Pack; also known as the top three business profiles on Maps. This can only happen if you have an optimized business profile.
- Get more clicks and engagement with Google reviews. 88% of consumers place as much trust in online reviews as they do in personal recommendations. By collecting more reviews for your business, you are increasing the likelihood that a prospect will engage with your business after finding it on search.
- Rank higher on SEO. Google reviews affect your local SEO rankings. This is because reviews influence how Google evaluates your relevance in local searches, which in turn helps in improving your SEO ranking and increases conversion rates.
Google reviews will be one of your business’s biggest assets because this establishes credibility, which highly affects your prospects’ decision to work with you. However, getting more reviews is easier said than done. To help you out, we’ve compiled the most effective ways financial advisors like you can get more Google reviews.
- Ask for a review. Sometimes, jumping right into it is the best way to do things. You can ask for a review at the end of a client consultation or meeting. That way, you’ll automatically hear their response whether they’ll leave you a review when the consultation or meeting ends.
- Make it easy for them. Leaving a review can be a hassle, that’s why it’s important to make it easy for your clients to leave a review by sending them the review link directly. You can create a short URL that you can give to them so that they will have a one-click path to leave a review.
- Create a review page on your website. Having a Google reviews page on your website will make it easier for prospects to view what your previous clients have to say about your business. Additionally, they can also be encouraged to leave a review when they avail your services.
- Request reviews. You can request reviews through a Google review email campaign, by adding a review call to action in your website’s footer, or directly asking for reviews on social media.
Ready to Get More Google Reviews?
Prospects trust what your previous clients have to say. This is because reviews posted by strangers are often deemed just as reliable as personal recommendations. As a Financial Advisor, you can use that to your advantage. As long as leaving your business reviews on Google is made easy, you can generate more Google business reviews. If you need help in generating more reviews on your Google business profile, VF Agency’s experts can help you get all of the ranking, reputation, and revenue benefits that Google reviews has to offer. Contact us today.
Financial Advisors’ Step-by-Step Guide: How to Target Facebook Ads To Retirement Planning Audience
Facebook Ad targeting allows you to define the audience that will be able to see your ads. As a financial advisor, one of your targets may be the “Retirement planning” audience. When targeted accurately, this specific market will allow you to expand your brand awareness, increase audience reach, as well as give you conversions. Facebook allows you to stand out as a Financial Advisor with a unique value proposition. It offers you its comprehensive marketing platform which you can utilize to achieve your business goals, such as filling finance seminars, promoting finance books (paperback or e-book), or generating leads for your financial services. When used correctly, you can use Facebook ads to your advantage, as you can reach untapped prospects, get high quality leads with proper targeting, and achieve a high return on investment. To help you out, we have created a step-by-step guide for Financial Advisors on how to target Facebook ads to ‘Retirement Planning’ audience.
Identify Your Target Audience
Successful Facebook advertising starts with identifying your target audience. You need to specify the set of Facebook users which you want to display your ad to. So that you don’t waste your budget on irrelevant audiences, Facebook allows you to use its audience customization tools to reach the highest-qualified leads. You can begin by defining your ideal client profile in order for you to understand their common traits and optimize your marketing strategy.
Personalize Your Message for Maximum Impact.
With your target audience defined, crafting a relevant and engaging ad that highlights the value of your solution is the next step that you need to take in order to maximize ROI. When you personalize your message to your audience, you will get maximum impact, allowing them to engage with your ads. Ensure that the ad’s creative elements – images and text – effectively communicate the benefits of your services. You don’t have to worry about the ad length, all you have to do is focus on effectively conveying the what and why that will allow your audience to click on the call-to-action (CTA).
Track Your Results with Analytics.
Take advantage of Facebook’s detailed real-time analytics so that you will be able to see what works and what doesn’t. When you keep track of your analytics, you can make necessary optimizations that will improve your marketing results. Unlike other marketing channels, Facebook provides you in-depth insights into your ad’s performance, which enables you to make data-driven decisions.
Maximize Your Reach with Facebook Ads Targeted to Retirement Planning Prospects
Reach a larger audience with effective Facebook targeting that automatically shows your ads to people that are most likely going to find your ads relevant. With proper targeting, you can reach an audience that wants and needs your ‘Retirement Planning’ services, which leads to them responding and engaging with your ad.
Want to see how to target your ideal prospects for retirement planning on Facebook? Get in touch with us to see our best-performing Facebook Ads.
How to Improve Your Website this 2023 for Financial Advisors
Websites are accessible to everyone, anytime, anywhere. That’s why it’s vital that your business’ website showcases your brand values, vision, as well as the benefits of your financial services. In order for your website to gain traction, it’s important that it makes a good first impression. Appearance-wise, the design itself should look captivating. While the content on the other hand, should be more attention-grabbing. To help you out, we have compiled the most effective ways Financial Advisors can improve their websites this 2023.
Websites are accessible to everyone, anytime, anywhere. That’s why it’s vital that your business’ website showcases your brand values, vision, as well as the benefits of your financial services. In order for your website to gain traction, it’s important that it makes a good first impression. Appearance-wise, the design itself should look captivating. While the content on the other hand, should be more attention-grabbing. To help you out, we have compiled the most effective ways Financial Advisors can improve their websites this 2023.
Increase Visual Appeal
When your website’s design appeal is increased, you can form a good impression on your prospects. That’s why, in order to gain traction, your prospects should be welcomed by a captivating view the moment they click on your website. Your website needs to look professional, have high visual appeal, clutter-free, and is easy to navigate. This will give your prospects a good user experience.
Improve Page Speed and Mobile-friendliness
Having a fast-loading site lets you obtain up to 25% more views, get lower bounce rates, and help you achieve a better reputation. When going on a website, don’t we all want it to load as soon as we click it? The same also goes for mobile-friendly sites. The ease of accessibility helps boost sales and conversions. That’s why it’s important to improve these two very vital aspects of your website – it allows users to engage with your business across different devices and give them a good user experience since they’re not being inconvenienced by page speed.
Introduce Yourself to Visitors
Optimize the most important page on your website after the homepage- this is the ‘About Us’ page. This part of the website allows you to introduce yourself to visitors, lets them know what you do, and builds rapport that can turn them into a client for your business.
Have Compelling CTAs
With a visible and compelling CTA, your visitors are encouraged to take action instead of just reading and leaving your website. CTAs are very important for lead generation, as they are also effective ways to generate client conversions and boost revenue. Here’s a cue that can help you create the perfect CTA for your business: What should your visitors do once on your site?
With this cue, you will be able to figure out whether you want them to reach out to you for a quote, schedule a consultation with you, or sign up for your email newsletter that allows you to nurture and convert them later.
Grow Your Business this 2023
Simply having a website as a Financial Advisor isn’t enough. You need to take some power moves in order for your website to be able to generate the results that you want, i.e., leads, conversions, and revenue. If you’re looking to get an optimized website will allow you to drastically increase your customer base and help you reap its other benefits, VF Agency can help. Get in touch with us today.
