• How can we generate more sales leads through our website? • Why aren't more people visiting our website? • What causes them to leave and not transact? • How can the site enhance customer relationships?

2.  Key statistics: why you need to be online
 Design: don’t look like everyone else
 How to connect with visitors: and beat the
competition
 Key features: to drive traffic to your site and get
engagement

4. 1,400,000
in 2011

5. So how do consumers choose
a financial advisor from this
large pool of candidates?

6. % OF PEOPLE WHO % OF DIRECT MAIL NEVER
SKIP TV ADS OPENED
86 44
Source: The Guardian, August 2010, TSEA.ORG, March 2009, & EPA.GOV, November 2010

7. # OF US CITIZENS # OF US CITIZENS ON THE
“DO NOT CALL” LIST
300,000,000 200,000,000
Source: FTC, July 2010

8. How do people find what
they’re looking for?

9. 86% of consumers research
online before making a
buying decision

10. • Where purchase decisions are made (% of Shoppers)
in 2010 approximately
85% of people made
their buying decisions
before going to the store.
This is a major shift…
Source: Symphony IRI Economic Update, August 2010

12. How quickly do visitors form an impression of a web site?
seconds

13. A website first impression is a lot like when you’re interviewing someone for a job.

14. So how do you win online?

15. • A poorly designed site can result in a
very high bounce rates of 70% - 90%
• Bounce rate = people leaving your site from the
same page they arrived at

17. • Your website represent who you are and what you offer.
When people see it for the first time they’re thinking:
– Is this site credible?
– Is it trustworthy?
– Is this a professional company?
– Is this company stable?
– Does this site make me feel welcome?
– Am I in the right place?

18. A websites design is the first indicator of quality…
Avoid Clutter:
Animation:
Having a less on
avoid anything
a page allows
unnecessary. Use
people to find
it to highlight key
what they’re
messages
looking for.
Make it easy:
Proper use of Visitors can
Color: quickly find what
you don’t need they’re looking
to make for
everything jump
out

19. “Photos of real people out-
performed the stock
photos by 95%.”
Why? Because stock images tend to be irrelevant. Resist the
temptation to use photos of fake smiling business people!

20. A websites design is the first indicator of quality…
Layout:
Create a clear
navigation
Typography:
Make sure your
fonts are easy to
read. Number
one mistake is
small grey font.
Imagery:
Use the right
images

21. • Flash and Animation can grab someone’s attention but it can also distract people from staying on your
site.
• Also, if someone is viewing your site on a mobile device (like an iPhone or iPad) they will see the error
screen

22. • Be very careful of using templates, you don’t want to look
like everyone else.
• You should select a framework that is targeted towards your
end users and supports your brand

23. • Provide valuable content that your target audience will want. Then
getting visitors to fill out a form to access this information.

24. Wealthy Doctor Guide: Ten
Financial Planning Strategies Wealthy Doctor
Every Physician Needs to Know Financial
Planning Guide
A step by step guide for powerful financial
A step by step guide for
planning powerful financial planning
• Will I outlive my Assets?
• Can I afford to Retire?
• Can I maintain My Standard Of Living?

25. Wealthy Doctor Guide: Ten
Financial Planning Strategies Wealthy Doctor
Every Physician Needs to Know Financial
Planning Guide
A step by step guide for powerful financial
A step by step guide for
planning powerful financial planning
• Will I outlive my Assets?
• Can I afford to Retire?
• Can I maintain My Standard Of Living?
Description Cover of e-book Form

26. Results:
• A prospective client gets a great piece
of information. You’re already built a
good relationship and credibility.
• You get a great lead emailed to you

27. Are You Ready for Retirement?
Ten Valuable Tips
to Retirement
A step by step guide to retirement Planning
planning:
A step by step guide for
• Will I outlive my Assets? powerful financial planning
• Can I afford to Retire?
• Can I maintain My Standard Of Living?

28. Are you interested in creating your own great content?

31. •Thumb friendly
•Large text
•Big calls to action

32. 40% of mobile users use internet
in bathroom
- Nielsen

33. Events can be a great way to
help enhance relationships
with current clients, position
yourself in front of qualified
prospects, and build
important mutually
beneficial relationships with
Centers of Influence (COIs)

34. Do you ever do any writing?
Or provide free advice tips
One of the best ways to
build credibility (especially
online, is to provide high
quality free advice).
A blog allows you to post
advice, tips and information
whenever you want on your
website.

35. • 61% of the advisors using
LinkedIn acquired a client
• 47% of the advisors using a
blog acquired a client
• 40% of the advisors using
Twitter acquired a client
• 35% of the advisors using
Facebook acquired a client

37. Already have a website? Don’t have a website?
We’ll provide a review of your Learn how to build an effective site.
existing website and tell you how to
get more visitors, look more
credible, engage more clients.
Personalized Don’t have a website
Website Review free trial here

38. and see you in AdvisorWebsites.com