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A polished website and active social media presence are essential to shaping and strengthening your brand as a financial advisor. If web design isn’t your forte or you don’t have the technical know-how, hiring a professional design firm can be a smart move. Exploring examples of website designs for financial advisors can also give you inspiration and help you pinpoint the features and design elements you want to include on your own site.
Are you looking to expand the marketing of your financial advisor practice? Try SmartAsset AMP, a holistic client prospecting and marketing automation platform.
Why Financial Advisors Need a Website
Having a website is practically a requirement for advisors in a technology-driven era. The larger your digital footprint, the more you can increase visibility and lend credibility to your business.
Here are three common reasons to invest in a professional website:
- Search visibility: Investors increasingly use online searches to get answers to financial questions and connect with professional advisors. A website ensures that you have a chance to be found in searches by prospective clients.
- Brand-building: Your website is more than just a landing page for your business online. It’s an opportunity to offer prospects a peek into who you are, who you serve and what your business values most. Your website colors, logo, layout and messaging all work together to convey what your brand is about.
- Email marketing: When someone visits your website, you don’t just want them to click away without leaving their information behind. You can use your site to collect email addresses by encouraging visitors to join your weekly newsletter or register to download a resource you’ve created, such as a financial guide or checklist. When done properly, email marketing can be a powerful tool for driving conversions.
Whether you run a larger firm or a smaller boutique business, a website can be a sound investment. Comparing website designs from top firms can offer insight into which types of sites are more likely to stand out from the crowd and lead to more conversions.
Another way to get a more consistent flow of clients is to use a lead generation service, like SmartAsset AMP.
This subscription-based platform connects fiduciary advisors with up to 540 client referrals a year. It also offers direct phone introductions through a SmartAsset representative, so you can spend less time chasing leads and more time building relationships.
AMP also includes powerful marketing tools to support longer sales cycles. You can create personalized nurture campaigns with automated emails and text messages to stay top of mind with prospects. Plus, the platform tracks every interaction you have, keeping your call list up to date in real time for smarter follow-ups. Sign up for a free demo today.
5 Examples of Website Design for Financial Advisors
There are plenty of financial advisor websites that you can draw inspiration from when deciding what to include in your business’s site. Generally speaking, some of the most popular websites:
- Are fast-loading and easy to navigate
- Include interactive elements
- Incorporate multiple calls to action
- Strategically use images, video and color psychology to make emotional connections
It’s always helpful to do your own research when comparing site design. Here are five examples to help you get started.
1. Carson Wealth
Website: https://carsonwealth.com
Why it works: Carson Wealth’s site design incorporates the colors yellow and blue, which in color psychology are designed to evoke feelings of calmness and happiness. The very first message visitors see reads like this: “Financial Advisors Helping You Find Your Freedom.” Right away, visitors get a sense of how Carson Wealth operates while being reassured that their financial destinies are in their hands.
Beyond the messaging, the site is well-structured with clear calls to action strategically placed throughout. It also features an interactive element — a six-question retirement readiness quiz — right on the homepage to engage visitors from the start.
As users scroll, they’ll find a clear overview of Carson Wealth’s target audience and the services offered. Contact details are easily accessible at both the top and bottom of the page, and the homepage wraps up with a strong call to action inviting visitors to schedule an appointment with an advisor.
2. Wealthspire Advisors
Website: https://www.wealthspire.com/
Why it works: Wealthspire Advisors incorporates video into its homepage design to emphasize the fact that it serves real people, with real financial needs, challenges and goals. Blue is the dominant color, with touches of yellow scattered throughout, giving the site design an almost soothing feel.
Clickable icons guide visitors to different sections of the site based on the help they’re seeking. An interactive tool helps users assess where they are in their financial journey and encourages them to schedule a meeting with the Wealthspire team.
The homepage highlights key facts about Wealthspire Advisors and showcases social proof through awards and industry recognition. Before they leave, visitors see a prompt to join the Wealthspire newsletter by entering their name and email address.
3. Trudence Advisors
Website: https://www.trudenceadvisors.com/
Why it works: Trudence Advisors takes a different approach to website design. Rather than incorporating stock photos or video, the homepage features illustrations that tie into the core message of “Financial Planning for Creative Dreams.”
A quick scroll reveals exactly who Trudence Advisors serves: business owners and partners, family enterprises, entrepreneurs, intrapreneurs and professionals with unconventional financial goals. The site then highlights the firm’s core values, emphasizing creativity and a commitment to supporting each client’s unique life vision.
Like the other sites featured, this one prominently uses blue and yellow throughout the design. The homepage layout stays clean and straightforward, while the overall design feels intuitive and easy to navigate.
4. Mission Wealth
Website: https://missionwealth.com/
Why it works: Mission Wealth’s homepage features a visually appealing design and simply worded messaging that tells visitors what they can expect. A snapshot of company facts, including assets under management, underscores the firm’s legitimacy.
The homepage includes an overview of Mission Wealth’s services and the types of clients they serve. There’s a separate section detailing specific life scenarios and events that the company is equipped to help with.
There are numerous CTAs and contact buttons scattered throughout the homepage, from the header to the footer. Once again, the use of blues and yellows makes visitors feel at ease as they browse the site.
5. Journey Strategic Wealth
Website: https://journeysw.com/
Why it works: Journey Strategic Wealth immediately places the emphasis on investors with the messaging “Your Money. Your Life. Your Journey.” The language and wording are casual, friendly and reassuring, sending the message that Journey is there to help with whatever challenges investors might be facing.
The homepage also introduces investors to the Journey Strategic Wealth team and includes social proof to solidify the firm’s reputation. There’s an overview of the company’s services. Visitors can also take an interactive quiz to see how well their portfolio matches up with their financial goals.
Instead of the usual blue and yellow you might expect to see, the color scheme uses purple and black. In color psychology, purple is often used to represent wealth while black is associated with sophistication and elegance.
Bottom Line
If you’re ready to build a website or revamp an existing one, having some examples to follow can help spark ideas. If you can’t tackle the work of building a site yourself, you may consider outsourcing it to an expert who’s well-versed in website design for financial advisors.
Tips for Growing Your Advisory Business
- Another way to get more potential clients is to use a lead generation service. SmartAsset AMP (Advisor Marketing Platform) is a holistic marketing service financial advisors can use for client lead generation and automated marketing. Sign up for a free demo to explore how SmartAsset AMP can help you expand your practice’s marketing operation. Get started today.
- When building out a website and brand, remember that consistency matters. The color scheme, design, logo and messaging you use on your site should be the same across other your social media accounts. When branding is consistent, it can make your business “stickier”, meaning that prospective clients are more likely to remember it when looking for an advisor to work with.
Photo credit: ©iStock/shironosov, ©iStock/Carson Wealth, ©iStock/Wealthspire Advisors, ©iStock/Trudence Advisors, ©iStock/Mission Wealth, ©iStock/Journey Strategic Wealth, ©iStock/brankokosteski