#mc_embed_signup{background:#fff; clear:left; font:14px Helvetica,Arial,sans-serif; }
/* Add your own Mailchimp form style overrides in your site stylesheet or in this style block.
We recommend moving this block and the preceding CSS link to the HEAD of your HTML file. */
When people decide they are ready to invest, they know what they want to do and they want to do it now. However, they want to make excellent decisions and invest in what will have positive outcomes for them in the future. They want someone that will help them decide what to invest in and when.
Financial advisors are professional investors that know how to research and what to look for when deciding financial investments. Their profession is to forecast what is ready now for investment because it will grow. However, they also have to know the strategy to use and how much to purchase. Presenting this information to clients in a clear way allows them to put their full trust in your services.
1. Core Values
When it comes time to be a financial advisor, make sure you know what your core values are and what you want to present for services. Show them you are objective, accountable, organized, proactive, and educated. These good values show the worthiness of the services and advice that investors need.
2. Direct Fees
When there is a new customer, ask them what it is they are looking for right from the start and that includes how much money they want to invest. Let them know that the reason for the question is not only for investments but for the advice fees.
Explain that there are charges that will come from some Robo-advisors too. These fees can depend on the amount of the investment some Robo-advisors charge .25% for the assets that they have managed for that year and some of the top advisors will charge investors up to 50%.
3. Payment for Services
Communicate on your financial advisory website or during the initial chat, that there may be service fees on the contracts. Make it clear, let the customer know if it is a one-time fee or if it is based on every transaction or if it is based on a percentage of the profits, etc. Take the time to help the client realize what it is they are paying for and what are the expectations from both of you.
4. State Your Expertise
Post your expertise in the services you will provide. Show how much expertise and you have in each field by posting any prior experiences and any education for new clients to read. If there are previous and current customers that will post their comments or reviews, that’s even better.
5. Quantity of Services Options
When developing your website make sure it shows that all the services provided are optional. Set up your website so that the customer can choose how often they are contacted, sent reminders, and other options for them to choose from. The more power the customer feels they have for your services, the more apt they are to be returning for your suggestions. A lot of customers like to know it’s them in power and that you’re just doing the dirty work.
6. Patience for a Number
When a customer visits your site, let them know that there are specific turnaround times. Don’t make it sound like these turnaround times are mandatory, they’re suggested because the stocks investments and other quantities are only available for a limited time. So let them know when they get an email it’s not that you’re bugging them; you are trying to advise them it’s something to do now or else make a different decision.
7. Specialties
Post what your specialties are right up front on the home page and during the first conversations. Let the client know that if what they are looking at is not one of your specialties, who you know is great in that field. This will give them the feeling of security that you are looking out for them and not trying to cheat them. Put it on your website as “other” so that they know that there aren’t restrictions on what services can be provided.
8. Know Others
There will be some fields that will not be your expertise and do not feel you have to make them a specialty, but know what they are. Find someone who is a specialist in that area and contact them and let them know your specialties.
It may then lead to a relationship between advisors that if a client wants services that either advisor cannot fully provide, there is a reference system between the two. This will show that both of the advisors are out for what the client wants and not out just to make a profit and will do whatever is necessary to keep the new customer.
Your Financial Advisory Website Can Communicate Valuable Information
Make the website user-friendly and robotic optional. Today people are used to doing things themselves and would rather just decide on their own after they feel educated.
Make the website user-friendly so that the user can decide if they want to be asked questions to help them decide in the beginning or if they would just like to look over the site and communicate with a human. Today there are such different extremes in the generations of investors that neither would be dominant, so make the website user-friendly for both.
Here is a listing of the different things mentioned that need to be included on a financial investor website. Search Engine Optimization (SEO) will bring investors to the site, but investors have to be interested and want to stay on the site for their marketing strategies. Make sure the website includes:
- Ease of use
- Your investment specialties
- Why you are trustworthy
- Help screens
- Robo-advisors
- Email ease
- Q&A
- Chats available
- History and comments
- Response time
- Estimate requests available
Make investing money something that the customer wants to do. Customers worked hard for the money, they are thinking about investing, and they expect the same hard work from you. However, if the website is configured correctly with user-friendly information, the best investments can be easy for both the advisor and especially for the investor.