Boost your wealth management website with these 7 tips

The internet has become an essential means of communication for any business seeking to attract new prospects—and wealth management firms are no exception. Faced with increased competition from banks, insurance companies, and fintech solutions, how can you spark the interest of internet users and encourage them to make an appointment with one of your firm's wealth management advisors?

Explore these 7 tips that will help you boost your Wealth Advisor firm's website Wealth Advisor increase your visibility.

Tip #1: Invest in your content

“Content is King” – to be visible on the internet, you need to create content. A website with rich content, offering regular financial and corporate news feeds, will inspire confidence and interest among internet users. It is a way to demonstrate your expertise. It is also a means for you to speak out and communicate about your services and values.

Work on your editorial strategy and invest in creating a regular flow of high-quality content. The added bonus: opt for different formats—text, images, video—and you'll be more visible on different acquisition channels.

Tip #2: Opt for online appointments

To boost your wealth management consulting firm's website, opt for a smooth and fast customer journey. With just a few clicks, your online prospect should be able to easily schedule an appointment with one of your firm's wealth management advisors, selecting the day and time that best suits their schedule.

To go even further, offer them the option of choosing the format of the appointment: whether by videoconference, phone call, at your offices, or directly at their home for a meeting with other members of their household. Your website is the online image of your practice. Choose professionalism and modernity while simplifying the contact process as much as possible.

Tip #3: Optimize your email signatures

Customize your email signature with your firm's colors. Include a logo, photo, links to relevant articles or premium content, or even an inspiring quote. A personalized email signature can boost your brand's visibility and encourage your contacts to explore your website. To take it a step further, include a clear call to action, such as a link to a wealth audit or an integrated calendar.

Tip #4: Use a chatbot to boost your website

Internet users want speed. Setting up a chatbot is an easy way to provide concise answers to your visitors' questions, while demonstrating responsiveness. The retention time for information on the Internet is only a few seconds, so it is important to immediately capture the attention of your audience and respond quickly to their questions or facilitate contact with your firm.

Tip #5: Become a thought leader on LinkedIn

Social media has become an essential tool in the promotional arsenal and for driving traffic to websites. Today, social media can increase a website's visibility by multiplying the channels through which traffic is acquired. This is known as an omnichannel digital strategy.

In the wealth management advisory profession, LinkedIn is the benchmark. It is a professional network governed by specific codes. Contact us to find out about our LinkedIn support services. 

Finally, at a time when social media reigns supreme on the Internet, remember to optimize your website content for each device used, as most time spent on social media is spent on mobile devices or tablets.

Tip #6: Focus on local products

Local SEO involves providing additional information to search engines to index your site in order to facilitate local searches. A well-completed Google My Business listing can help optimize your local SEO and, as a result, increase the number of visitors and contact requests in the vicinity of your practice. It is a powerful tool for boosting the visibility of your website.

Google My Business also helps optimize search engine optimization. With the "website" button, your listing is referenced on Google in just a few clicks.

Tip #7: Don't neglect your testimonials and case studies

Including testimonials and case studies on a wealth management firm's website has significant advantages. These elements reinforce the firm's credibility and experience, while building trust. Detailed case studies illustrate the firm's skills and expertise in specific areas of wealth management. They also allow visitors to identify with the issues at hand. In case studies, it is important to provide statistics or data to illustrate the perceived benefits.

If you'd like to find out more, I invite you to book a free discovery call or download our free guide, the Wealth Advisor Digital.