Month: August 2020

In order to make your website work for you it first needs to look and function the way you want it to. To give you a better sense of what your competitors are doing in the digital space, we’ve compiled a list of 27 of the best financial advisor website designs. These sites all include unique strongpoints that help them convert prospective clients and retain existing ones.

1. Ratio

Ratio’s website uses full width design along with saturated photography that makes the site feel strong.

2. R&J Financial Partners

By simply adding a video to their welcome screen, R&J Financial Partner’s website feels more interactive and intimate.

3. Pension & Wealth Management Advisors

This financial advisor website design stands out from the competition with its use of video as users are welcomed to the site. The large/bold text, clean lines, and pops of blue give this site a modern feel.

4. Stash Wealth

Stash Wealth’s sight is sleek and modern. The brand is cohesive throughout by being consistent in their color palette, fonts and imagery. Along with a strong color scheme, these contrasting colors help organize and callout information.

Related articles:

• Financial Advisor Ads
• Financial Advisor Lead Magnets
• Financial Advisor Content Marketing

5. Charles Schwab

Charles Schwab constantly uses their brands blue throughout the site along with the square element they use in their logo. By doing this, the brand feels united throughout.

6. GSB Wealth Management

This clean design appeals to its older demographic with the use of serif fonts, subtle colors, and imagery. Easy to use navigation helps users login into their accounts with ease, while also allowing for exploration to the interior pages of the site to learn more about the team, their vision, and latest blog.

7. Zoe

Zoe’s website feels light and inviting. Their use of a mainly white background helps their purple pop and keep the site clean. Along with a cohesive brand, Zoe use different illustrations throughout along with interactive animated elements that add an extra touch to the site.

8. UBS

UBS uses small animations on their photos that help bring some life to their site.

9. Modera

Modera’s website is simple and professional. It’s straight and to the point without using too much imagery and utilizing the elements in their logo to add some personality to the page.

10. Edward Jones

Edward Jone’s site keeps their navigation and sidebar locked, only swapping some of the sidebar elements to provide you the tools you need. This helps the client get where the need to go when visiting their site.

Related articles:

• How To Grow Your Client Base As a Financial Advisor
• Digital Marketing for Financial Advisors
• Financial Advisor Marketing Plan

11. HCR Wealth Advisors

HCR Wealth Advisor’s use various elements throughout their site that makes them stand out from competitors, keeps the consumer intrigued yet is still simple enough to navigate.

12. Chicago Partners

Chicago Partner’s website uses professional photography along with simple animated elements that help the website feel strong.

13. RGT Wealth Advisors

RGT’s website uses fun, animated illustrations throughout the site that make it feel more personal and approachable. The illustrations all work together and tie back into their brand and message, showing the customer their journey and how RGT can be a part of that.

14. Illumint

Illumint takes it out of the box with using this simple video for the website welcome screen. As you scroll the site comes into perspective. Illumint uses just a one page design that keeps it simple and easy to navigate.

Related articles:

• How Much do Financial Advisors Spend on Marketing?
• Marketing for Financial Advisors
• Financial Advisor Leads

15. Safran

Safran’s website is clean and uses similar photography throughout with a parallax animation that adds personality to the page.

16. Merrill

Merrill’s website feels professional with their cohesive branding. They also use overlapping elements and staggering photos that help add something extra to their site.

17. Sage Beacon

Sage Beacon’s financial advisor website design ties their photography into their brand by using “ocean” related content. They’re homepage also uses diagonal blocks to help break up the information in non-uniform way.

18. Personal Capital

Personal Capital’s website uses not only a top bar navigation but a left aligned navigation that when expanded becomes full screen. This can be helpful when your site need’s a lot of pages but you want to make it easier for the client to navigate.

19. Betterment

Betterment’s site is simple, easy to navigate and pleasing to the eye. Their color scheme utilizes light colors to help their purple pop throughout in not only page elements but in their photography as well. The information is kept short and sweet so it’s easily understood and keeps the visitor engaged.

Related articles:

• Local Marketing for Financial Advisors
• Marketing for Financial Advisors
• Marketing Solutions for Financial Advisors
• Financial Advisor Marketing

20. Riskalyze

Riskalyze uses fun graphics to get their point across. Along with these graphics, Riskalyze uses free form elements that makes the site feel abstract and allows the visitor to feel more emerged into the page.

21. LPL

LPL uses a fun color scheme with blue being their dominant color and then use the rainbow spectrum sparingly throughout to accent certain information but to also add more personality through their photography.

22. Ford Financial Solutions

Ford Financial Solution’s site feels bright and inviting. It’s easy to navigate and the body of the page is kept simple without too many images.

23. Thrivent

Thrivent stays consistent by using line elements throughout the site in their graphics, callouts and navigation. By utilizing this element, the website feels cohesive but also helps organize the information.

24. Raymond James

Raymond James keeps their website clean and professional with no excessive elements besides using a drop shadow on callout boxes which is used sparingly.

Related articles:

• Financial Advisor Social Media
• Financial Advisor SEO
• Financial Advisor Email Marketing Strategies
• Financial Advisor Marketing Strategies

25. Bragg

Bragg’s website is warm and inviting. Their photography is not only welcoming but by using images of their actual office and team helps make the site feel more personal.

26. Vanguard

Vanguard’s site is strong yet simple. Their homepage makes use of hight contrast photos along with bold black strips to help callout information. As you get into the site though, the internal pages are kept more simple to get the information across.

27. Ameriprise

Ameriprise’s financial advisor website design keeps it fun on their homepage using various colors and informational graphics.

Consider A Financial Advisor Website Design

Now is the time to consider revamping the look and feel of your website. As a financial advisor, your website must provide the services and functionalities that your clients expect. If you would like to set up a free consultation to discuss how Mediaboom can help refresh your website, contact us today.

Financial advisor advertising can be a highly regulated and competitive domain, meaning there is a lot you will have to bear in mind. You must strive to get noticed, stand-out to your target audience, and stay relevant to your consumers. 

If you are a financial advisor without a digital advertisement campaign, you are definitely ignoring an effective communication channel. According to Smart Insight statistics 2020, 81 percent of users search online for a product or a service provider. 

“Online advertising is crucial for financial service providers to attract more clients. It is an effective channel to project who you are to the online customers. You can capture your target audience’s attention and influence their decisions by educating them about your services. Digital advertising can help your company penetrate new markets and increase your conversion rate and ROI.”

According to Google, online advertising has numerous benefits; it is broad, fast, flexible, and trackable. It means you can deploy a digital advertising campaign on a large scale, customize it to fit your business needs, and track its performance in real-time and adapt accordingly. 

3 Major Benefits of Online Financial Advisor Advertising

Although there are numerous advantages of implementing a digital advertisement campaign, three of them make the most significant impact. 

1. Targeting New Audience

Online advertising will enable your company to cover a wider spectrum of the existing market. Additionally, it will open doors to new marketplaces such as social media platforms and online financial services portals. 

Some of the most common ways to target your audience include:

• Using pay-per-click (PPC) advertisement to reach new clients who are searching for financial advisors online 
• Targeting consumers based on their interests, locations, needs, profession, and age, etc. 
• Remarketing to existing clients and those who did not respond to your call-to-action (CTA) the first time

If you are not sure where to start, you can always seek experts’ advice to design an effective online financial advisor advertising campaign. 

All you need to do is target the right set of customers who are more likely to show interest in your products and services. There are various tools at your disposal, such as social ads, video ads, and display ads (we will discuss them in detail later). 

By implementing online advertising into your business’s existing strategy, you will be able to do much more than targeting new customers – you will also be able to do the following:

• Analyze the customers from your competitor about their needs. More importantly, you will be able to observe what your competitor is doing differently to get more business. You can use these real-time insights to improve your services and advertisement campaign.
• Create customer’s persona based on their demographic information, location, gender, age, profession, preferences, beliefs, cultural and personal values, and behavior, etc. It will help you drive more traffic, both online and offline, and increase your conversion rate. 
• Increase your engagement with your audience as online ads are more enticing. For example, using a video ad allows your customer to watch a short and simple video to get full information about your financial advisor services. 

2. Increase Conversions

Online ads play a vital role in increasing traffic to your website and online service portal.

A lead is your first contact with the consumer. It happens when a visitor shows interest in your service by submitting a contact request. This request may come as an email, a message with a phone number to call back, or through your social media business page, etc. 

You can use promotional services to entice a visitor into providing this contact information by offering a service such as a,

• Discount
• Demo
• Free training video
• Free download
• Complimentary services such as an audit report or a quote
• Newsletter, etc. 

In short, lead generation initiates the official relationship between your company and the prospect. By providing their contact information, they give you consent to contact them. Hence, the more leads you generate, the higher are your chances of conversion to increase sales and ROI. 

So remember, it is a simple formula, the more traffic you drive to your website, the more leads you are likely to generate. It will translate into more opportunities to pitch your financial services to potential clients, increasing the probability of potential sales, and return on investment. 

3. Brand Awareness 

Having a strong financial advisor advertising campaign will build your company’s trust amongst the audience. The reason is the ability of online advertising to showcase the details of your services that may be beneficial to the consumer.

It will also enhance your brand awareness amongst your existing audience as consistent online advertising will keep your company on top of their minds. Their familiarity with your business name will pursue them to contact you next time they are looking for financial services. 

While contacting new clients is important, contacting your existing clients is equally significant. You can also remarket your services to people, who did not respond to your first or previous attempts. 

In order to improve your brand awareness, you will have to do the following:

• Use an omnichannel digital advertising approach, i.e., using search ads, social media Ads, Video Ads, etc. 
• Step up your game when it comes to your social media presence. Research to find out where your target audience dwells, such as Facebook, Twitter, YouTube, etc. You will have to be proactive in your approach. 
• Do not underestimate the power of search engine optimization (SEO). There are numerous ways of how SEO can significantly increase your brand awareness. 

Now that you are aware of how important online financial advisor advertising is, let us look into the most effective types of digital advertising that can help you design your strategy. 

Types of Online Advertising

Knowing where to invest your time, energy, and money is critical for any business sector, and the stakes are even higher when you are offering financial solutions. So let us dive right into different types of digital advertisements at your disposal. 

Google Ads

Using Google Ads will enable your ads to appear on both mobile and desktop devices. You can use services such as Google Display Ads, which also allows you to target specific devices. For example, you can choose to target only tablet users or smartphone users, etc. 

Google Ads is a platform that allows you to publish ads within browsers, apps, and Google search results. Here are the types of advertisements you can use on tablets and smartphones. 

• Image and text ads
• Videos and image app promotion ads
• True view ads for in-app promotion campaigns.

The key differentiator that gives Google Ads the edge is Google’s position as the world’s most popular search engine. It allows your company to showcase your financial services to the whole world. 

Google Display Network allows you to design visually appealing financial advisor advertising and place them simultaneously on more than two million websites and mobile apps. It also has the capability to display your ad to the right audience at the right time and place. 

With Google display network, you get more control of your advertising campaign and choose where you want to place your ads. Some of the main targeting capabilities and features of this ad network are:

• Google is the world’s leading search engine; it also owns other world’s leading platforms such as YouTube and Gmail. It grants you simultaneous access to multiple marketplaces, with millions of users logging in daily. 
• Not only can you contact a new target audience, but you will also be able to remarket your products and services to previous website visitors by importing your contact list. 
• In case you do not have experience or time to build an ideal audience, Google Ads will do it for you. It has automated targeting features to identify the highest-converting potential audience for the best ROI. 
• Google Display Ads can be very effective in making your company appear legit and trustworthy. It is a huge advantage when remarketing to an existing audience that is familiar with your financial services.

Paid Search Advertising

Online users conduct a Google search for almost every product and service they are looking for. According to Forbes, 71 percent of users will click on the search results displayed on the first page on Google. Therefore, you must invest to ensure you appear in those top search results to reap the benefits.

Why? – There are three main reasons

• Advertisers make $8 on average for every dollar spent on Google Ads
• Google Ads protect you from competitors using your branded terms for their promotions
• Google Ads takes priority over organic search results and always appears first in all search engine result pages known as SERPs. It will also bring credibility to your company’s name and services. 

Video Ads

If you are stuck in the conundrum to use video ads, you are losing on a big opportunity here. Avoid incorporating a video as a part of your financial advisor campaign, and you will be left behind. 

Here are seven reasons why. 

• Customer prefers watching a video –According to the statistics, 92 percent of prospect audience consume online videos. Plus, people watch 4 billion videos on YouTube daily. 
• Video ads convert sales – One-third of online customers will buy after viewing a video ad. 
• People share videos – This is the digital equivalent to word-of-mouth promotion or customer’s referral. 
• Video ads perform well with mobile users – A short video message around 30 second makes your digital ad digestible and accessible to mobile users.
• Video can be an educating tool – You can create short and interactive financial services tutorials or how-to-guides to engage and entice your audience.
• Search Engines are obsessed with videos – When displaying search results, the biggest search engines such as Google or Bing will always prioritize companies and services with video content. 
• Videos allow you to tell your story – You can create a storytelling experience for the prospects and connect by striking a chord on a deeper level. 

Most importantly, analytics never lie. The primary video platforms, such as YouTube and Facebook, have features that help gauge your video ad’s performance in real-time. Knowing the number of shares, views, likes, and reading consumers’ feedback will help you do better in the future. 

Social Media Advertising for Financial Advisors

Financial advisor advertising on social media comes with several benefits. The most significant one is the exponential number of users. 

• You can target audiences by specifying their gender, age, profession, education, interest, location, and much more.
• Social media platforms such as Facebook, Instagram, and Snapchat have several ad formats that may align with your company’s goals. 
• Investing in targeted advertising drives solid leads and sales conversions.

Here are some of the statistics to demonstrate how big of an audience we are talking about that you can target using various social networking platforms.

• Facebook – there are almost 2.5 billion active users that log in regularly
• Instagram – this one has over 1 billion active users
• Twitter – has a following of over 330 million users. 
• LinkedIn – if you are looking for corporate clients, LinkedIn is a network for companies and professionals with over 660 million active users. 

You can use various ways to design your financial advisor advertising campaign on social media. You can use it as 

• Content in the form of posts and stories.
• Photo ads
• Lead ads
• Video ads etc. 

In short, establishing your presence on social media will open a new world of opportunity for your finance company. Therefore, it is imperative that you get started on developing a sound and customized social media ad campaign that fits your business model and fulfills your needs. 

Let the Experts Do it for You

Whether you are an independent financial advisor or a wealth management company wishing to deploy a financial advisor advertising campaign but do not know where to begin, let the Mediaboom help you. 

We’re a digital marketing agency with the expertise to help boost brand awareness and increase website traffic to generate quality leads, which will ultimately increase your sales.