{"id":42958,"date":"2022-09-08T07:00:55","date_gmt":"2022-09-08T14:00:55","guid":{"rendered":"https:\/\/insights.fmgsuite.com\/?p=42958"},"modified":"2025-09-17T18:26:28","modified_gmt":"2025-09-18T01:26:28","slug":"how-to-build-a-financial-website","status":"publish","type":"post","link":"https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/how-to-build-a-financial-website\/","title":{"rendered":"How to Build a Financial Advisor Website"},"content":{"rendered":"<p>An optimized and personalized website is the hub of any successful digital marketing campaign, so <strong data-start=\"436\" data-end=\"481\">learning how to build a financial website<\/strong> is a skill every advisor should learn. Websites are great for bringing in prospective clients and giving them a taste of what you offer as an advisor. It\u2019s also a good idea to look for a website builder for financial services, like FMG. Here\u2019s how to create a financial website that will help you build your AUM.<\/p>\n<h2><b>Create a Personalized Domain Name<\/b><\/h2>\n<p data-start=\"839\" data-end=\"974\">Your domain name is essentially your advisory\u2019s identity to your audience.<strong> The best domain name should be personalized to help improve:<\/strong><\/p>\n<ul data-start=\"976\" data-end=\"1062\">\n<li data-start=\"976\" data-end=\"1002\">\n<p data-start=\"978\" data-end=\"1002\">Search engine rankings<\/p>\n<\/li>\n<li data-start=\"1003\" data-end=\"1026\">\n<p data-start=\"1005\" data-end=\"1026\">Click-through rates<\/p>\n<\/li>\n<li data-start=\"1027\" data-end=\"1046\">\n<p data-start=\"1029\" data-end=\"1046\">Lead generation<\/p>\n<\/li>\n<li data-start=\"1047\" data-end=\"1062\">\n<p data-start=\"1049\" data-end=\"1062\">Conversions<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"1064\" data-end=\"1391\">Part art and part science, choosing the right domain name requires considerable thought. Once you\u2019ve invested in an online presence, you don\u2019t want to be stuck with a domain name that doesn\u2019t drive traffic. To learn more about how to pick the perfect domain name for your advisory, check out <a href=\"https:\/\/www.dynadot.com\/blog\" target=\"_blank\" rel=\"noopener\">this handy guide.<\/a><\/p>\n<h2><b style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Oxygen-Sans, Ubuntu, Cantarell, 'Helvetica Neue', sans-serif;\">Choose a<\/b> Compliance-Friendly<b style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Oxygen-Sans, Ubuntu, Cantarell, 'Helvetica Neue', sans-serif;\"> Host with Advanced CMS<\/b><\/h2>\n<p data-start=\"1454\" data-end=\"1526\"><strong>There are many hosting platforms for websites, but you need one that is:<\/strong><\/p>\n<ul data-start=\"1528\" data-end=\"1583\">\n<li data-start=\"1528\" data-end=\"1551\">\n<p data-start=\"1530\" data-end=\"1551\">Compliance-friendly<\/p>\n<\/li>\n<li data-start=\"1552\" data-end=\"1564\">\n<p data-start=\"1554\" data-end=\"1564\">Reliable<\/p>\n<\/li>\n<li data-start=\"1565\" data-end=\"1583\">\n<p data-start=\"1567\" data-end=\"1583\">Easy to manage<\/p>\n<\/li>\n<\/ul>\n<h3 data-start=\"1585\" data-end=\"1604\">Why CMS Matters<\/h3>\n<p data-start=\"1606\" data-end=\"1802\">One of the most critical factors is a host\u2019s <strong data-start=\"1651\" data-end=\"1686\">content management system (CMS)<\/strong>. Your advisory will routinely <a href=\"https:\/\/fmgsuite.setupwp.io\/insights\/fmg-content\/\" target=\"_blank\" rel=\"noopener\">create and manage content,<\/a> so it\u2019s essential to make the process as easy as possible.<\/p>\n<p data-start=\"1804\" data-end=\"1971\">From SEO elements to video to the user experience, hosting your website on a <strong data-start=\"1881\" data-end=\"1913\">compliance-friendly platform<\/strong> that includes comprehensive content management is a must.<\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter wp-image-51840 size-large\" src=\"https:\/\/insights.fmgsuite.com\/wp-content\/uploads\/2021\/09\/Paid-Ways-to-Boost-Website-Traffic-2-e1684868966433-1024x773.png\" alt=\"lady doing research for a cms tool\" width=\"840\" height=\"634\" srcset=\"https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2021\/09\/Paid-Ways-to-Boost-Website-Traffic-2-e1684868966433-1024x773.png 1024w, https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2021\/09\/Paid-Ways-to-Boost-Website-Traffic-2-e1684868966433-300x226.png 300w, https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2021\/09\/Paid-Ways-to-Boost-Website-Traffic-2-e1684868966433-768x580.png 768w, https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2021\/09\/Paid-Ways-to-Boost-Website-Traffic-2-e1684868966433-350x264.png 350w, https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2021\/09\/Paid-Ways-to-Boost-Website-Traffic-2-e1684868966433.png 1272w\" sizes=\"(max-width: 840px) 100vw, 840px\" \/><\/p>\n<h2><b>Know Your Niche, and Use It<\/b><\/h2>\n<p data-start=\"2076\" data-end=\"2225\">Financial planning is a competitive industry with a broad assortment of services. To <strong data-start=\"2161\" data-end=\"2191\">stand out from competitors<\/strong>, you need to <a href=\"https:\/\/fmgsuite.setupwp.io\/insights\/choosing-a-niche-why-it-matters\/\" target=\"_blank\" rel=\"noopener\">identify your niche.<\/a><\/p>\n<p data-start=\"2227\" data-end=\"2265\"><strong>Specializing in a specific area helps:<\/strong><\/p>\n<ul data-start=\"2267\" data-end=\"2354\">\n<li data-start=\"2267\" data-end=\"2298\">\n<p data-start=\"2269\" data-end=\"2298\">Attract a targeted audience<\/p>\n<\/li>\n<li data-start=\"2299\" data-end=\"2330\">\n<p data-start=\"2301\" data-end=\"2330\">Make lead generation easier<\/p>\n<\/li>\n<li data-start=\"2331\" data-end=\"2354\">\n<p data-start=\"2333\" data-end=\"2354\">Improve conversions<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"2356\" data-end=\"2377\"><strong>Examples of niches:<\/strong><\/p>\n<ul data-start=\"2378\" data-end=\"2488\">\n<li data-start=\"2378\" data-end=\"2397\">\n<p data-start=\"2380\" data-end=\"2397\">Family planning<\/p>\n<\/li>\n<li data-start=\"2398\" data-end=\"2436\">\n<p data-start=\"2400\" data-end=\"2436\">Portfolio building for millennials<\/p>\n<\/li>\n<li data-start=\"2437\" data-end=\"2488\">\n<p data-start=\"2439\" data-end=\"2488\">Retirement strategies for medical professionals<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"2490\" data-end=\"2590\">Niche services appeal to <strong data-start=\"2515\" data-end=\"2546\">financially savvy prospects<\/strong> who are searching for a personalized touch.<\/p>\n<h2><b>Invest in Quality Content Creation<\/b><\/h2>\n<p data-start=\"2636\" data-end=\"2742\">Content creation is essential for any advisor site. Without it, your website would be empty and unvisited.<\/p>\n<h3 data-start=\"2744\" data-end=\"2777\">Types of Content to Focus On:<\/h3>\n<ul data-start=\"2779\" data-end=\"2821\">\n<li data-start=\"2779\" data-end=\"2788\">\n<p data-start=\"2781\" data-end=\"2788\">Blogs<\/p>\n<\/li>\n<li data-start=\"2789\" data-end=\"2799\">\n<p data-start=\"2791\" data-end=\"2799\">Videos<\/p>\n<\/li>\n<li data-start=\"2800\" data-end=\"2810\">\n<p data-start=\"2802\" data-end=\"2810\">eBooks<\/p>\n<\/li>\n<li data-start=\"2811\" data-end=\"2821\">\n<p data-start=\"2813\" data-end=\"2821\">Guides<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"2823\" data-end=\"2885\"><strong>These formats help improve your website, allowing visitors to:<\/strong><\/p>\n<ul data-start=\"2887\" data-end=\"2968\">\n<li data-start=\"2887\" data-end=\"2912\">\n<p data-start=\"2889\" data-end=\"2912\">Explore your services<\/p>\n<\/li>\n<li data-start=\"2913\" data-end=\"2938\">\n<p data-start=\"2915\" data-end=\"2938\">Learn about your team<\/p>\n<\/li>\n<li data-start=\"2939\" data-end=\"2968\">\n<p data-start=\"2941\" data-end=\"2968\">Discover how to reach you<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"2970\" data-end=\"3052\">The goal: <strong data-start=\"2980\" data-end=\"3052\">Draw them in \u2192 Convert them into prospects \u2192 Turn them into clients.<\/strong><\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-51839 size-large\" src=\"https:\/\/insights.fmgsuite.com\/wp-content\/uploads\/2021\/09\/Paid-Ways-to-Boost-Website-Traffic-1-e1684867721157-1024x499.png\" alt=\"video conversion rate statistic for websites\" width=\"840\" height=\"409\" srcset=\"https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2021\/09\/Paid-Ways-to-Boost-Website-Traffic-1-e1684867721157-1024x499.png 1024w, https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2021\/09\/Paid-Ways-to-Boost-Website-Traffic-1-e1684867721157-300x146.png 300w, https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2021\/09\/Paid-Ways-to-Boost-Website-Traffic-1-e1684867721157-768x374.png 768w, https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2021\/09\/Paid-Ways-to-Boost-Website-Traffic-1-e1684867721157-1536x749.png 1536w, https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2021\/09\/Paid-Ways-to-Boost-Website-Traffic-1-e1684867721157-350x171.png 350w, https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2021\/09\/Paid-Ways-to-Boost-Website-Traffic-1-e1684867721157.png 1920w\" sizes=\"(max-width: 840px) 100vw, 840px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">While FMG <\/span><span style=\"font-weight: 400;\">can provide professional, compliant, and engaging video content, it&#8217;s still important for advisors to invest in creating their own personalized videos. You don&#8217;t have to be a professional videographer to pull it off, either. When you create videos that let your audience get to know you and your advisory, you build strong connections with your brand.<\/span><\/p>\n<h2 data-start=\"3059\" data-end=\"3092\">Use Video Marketing to Connect<\/h2>\n<p data-start=\"3094\" data-end=\"3220\">Video is powerful for financial advisors. While stock video has its place, nothing connects like unique, personalized content. FMG can help with professional, compliant, and engaging video content, but <strong>advisors are encouraged to:<\/strong><\/p>\n<ul data-start=\"3394\" data-end=\"3493\">\n<li data-start=\"3394\" data-end=\"3424\">\n<p data-start=\"3396\" data-end=\"3424\">Record personalized videos<\/p>\n<\/li>\n<li data-start=\"3425\" data-end=\"3459\">\n<p data-start=\"3427\" data-end=\"3459\">Show your face and personality<\/p>\n<\/li>\n<li data-start=\"3460\" data-end=\"3493\">\n<p data-start=\"3462\" data-end=\"3493\">Build trust with authenticity<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"3495\" data-end=\"3568\">You don\u2019t need to be a professional videographer\u2014just real and relatable.<\/p>\n<h2><strong>Familiarize Yourself with Homepage Best Practices<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">Your homepage is where every site visitor gets their first impression of your website. Whether it\u2019s good or bad depends on many factors\u2014things such as design, loading time, page layout, and more. Remember that first impressions are just as important online as they are in person, maybe even more so. If someone visits your website and doesn\u2019t like how long it takes to load or how it looks, they can just click out of the page. That\u2019s why it\u2019s important to follow these best homepage practices:<\/span><\/p>\n<h3><strong>Use the 5-Second Rule<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">The 5-second rule is a basic but incredibly important aspect of any website, especially for financial advisors. It simply tests whether or not a visitor can figure out your content, your product, or what your website is about within 5 seconds. If they can, you pass the test, if they can\u2019t then you need to redesign your site until it passes. The 5-second rule is a test of first impressions. If you pass the test, your site tends to make a good first impression which is essential to converting visitors to clients.<\/span><\/p>\n<h3><strong>Ensure Easy Navigation<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">Site navigation is another key aspect of any website. If it\u2019s hard for a visitor to navigate the site from the homepage, then how will they find important information about your services or you? Be sure to have a navigational tab or bar that allows users to quickly find the pages they are looking for. Whether that\u2019s the services page, the team page, or a contact page. The better the navigation, the better the experience of the visitor.\u00a0<\/span><\/p>\n<h3><strong>Make Sure the Page is Aesthetically Pleasing\u00a0<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">Functionality is important, but if the homepage isn\u2019t pleasing to the eye, you can be sure a site visitor won&#8217;t stay very long. Most advisors tend to use their colors to help create the aesthetic of their website. Find what colors work best for you and use them to design a website that visitors are happy to look at.\u00a0<\/span><\/p>\n<h3><strong>Stand out from Competitors<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">Standing out is what most advisors shoot for since they are competing amongst themselves for their audience. This goes double when it comes to a homepage since it\u2019s the first thing a visitor sees. Having a homepage that stands out makes it more likely for guests to stay and explore your website, learning more about you and your business. From there, you can use that to help you stand out from the competition by sharing interests and tidbits about your company and your team. The more you stand out, the more attention you\u2019re likely to garner.<\/span><\/p>\n<h2><b>Maximize Optimization With SEO<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Learning <\/span><span style=\"font-weight: 400;\">how to create a financial website<\/span><span style=\"font-weight: 400;\"> without <a href=\"https:\/\/fmgsuite.setupwp.io\/insights\/seo-foundations\" target=\"_blank\" rel=\"noopener\">understanding SEO<\/a> is like building a boat without understanding what makes it float. Keywords, internal and external links, fresh content, and other ingredients make sure your marketing efforts are optimized.\u00a0<\/span><\/p>\n<p data-start=\"4466\" data-end=\"4487\"><strong data-start=\"4466\" data-end=\"4487\">Key SEO Elements:<\/strong><\/p>\n<ul data-start=\"4489\" data-end=\"4588\">\n<li data-start=\"4489\" data-end=\"4501\">\n<p data-start=\"4491\" data-end=\"4501\">Keywords<\/p>\n<\/li>\n<li data-start=\"4502\" data-end=\"4529\">\n<p data-start=\"4504\" data-end=\"4529\">Internal\/external links<\/p>\n<\/li>\n<li data-start=\"4530\" data-end=\"4547\">\n<p data-start=\"4532\" data-end=\"4547\">Fresh content<\/p>\n<\/li>\n<li data-start=\"4548\" data-end=\"4562\">\n<p data-start=\"4550\" data-end=\"4562\">Page speed<\/p>\n<\/li>\n<li data-start=\"4563\" data-end=\"4588\">\n<p data-start=\"4565\" data-end=\"4588\">Mobile responsiveness<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"4590\" data-end=\"4671\"><strong>SEO enhances your:<\/strong><\/p>\n<ul data-start=\"4673\" data-end=\"4741\">\n<li data-start=\"4673\" data-end=\"4692\">\n<p data-start=\"4675\" data-end=\"4692\">Website traffic<\/p>\n<\/li>\n<li data-start=\"4693\" data-end=\"4720\">\n<p data-start=\"4695\" data-end=\"4720\">Social media visibility<\/p>\n<\/li>\n<li data-start=\"4721\" data-end=\"4741\">\n<p data-start=\"4723\" data-end=\"4741\">Competitive edge<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"4723\" data-end=\"4741\"><span style=\"font-weight: 400;\">FMG can help you build the <\/span><a style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Oxygen-Sans, Ubuntu, Cantarell, 'Helvetica Neue', sans-serif;\" href=\"https:\/\/insights.fmgsuite.com\/seo-foundations\">SEO foundation<\/a><span style=\"font-weight: 400;\"> necessary to drive more traffic, enhance your social media presence, and stay ahead of your competition. Once your online presence is optimized, we have plenty of tools to help you analyze and fine-tune your SEO to keep your advisory in the limelight.<\/span><\/p>\n<hr \/>\n<h2 style=\"text-align: center;\"><span style=\"color: #2d69ff;\">Create a Gorgeous, Traffic-Driving Website<\/span><\/h2>\n<div class=\"elementor-element elementor-element-12c991c animated-slow elementor-widget elementor-widget-text-editor animated fadeIn\" data-id=\"12c991c\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"text-editor.default\">\n<div class=\"elementor-widget-container\">\n<div class=\"elementor-element elementor-element-59daf30 animated-slow elementor-widget elementor-widget-text-editor animated fadeIn\" data-id=\"59daf30\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"text-editor.default\">\n<div class=\"elementor-widget-container\" style=\"text-align: center;\">\n<div class=\"elementor-element elementor-element-12c991c animated-slow elementor-widget elementor-widget-text-editor animated fadeIn\" data-id=\"12c991c\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"text-editor.default\">\n<div class=\"elementor-widget-container\">\n<div class=\"elementor-element elementor-element-7029cc5 animated-slow elementor-widget elementor-widget-text-editor animated fadeIn\" data-id=\"7029cc5\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"text-editor.default\">\n<div class=\"elementor-widget-container\">\n<div class=\"elementor-element elementor-element-810c0f1 animated-slow elementor-widget elementor-widget-text-editor animated fadeIn\" data-id=\"810c0f1\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"text-editor.default\">\n<div class=\"elementor-widget-container\">\n<div class=\"elementor-element elementor-element-12c991c animated-slow elementor-widget elementor-widget-text-editor animated fadeIn\" data-id=\"12c991c\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"text-editor.default\">\n<div class=\"elementor-widget-container\">\n<div class=\"elementor-element elementor-element-7029cc5 animated-slow elementor-widget elementor-widget-text-editor animated fadeIn\" data-id=\"7029cc5\" data-element_type=\"widget\" data-settings=\"{}\" data-widget_type=\"text-editor.default\">\n<div class=\"elementor-widget-container\">\n<div class=\"elementor-element elementor-element-59daf30 animated-slow elementor-widget elementor-widget-text-editor animated fadeIn\" data-id=\"59daf30\" data-element_type=\"widget\" data-settings=\"{}\" data-widget_type=\"text-editor.default\">\n<div class=\"elementor-widget-container\"><span style=\"font-weight: 400;\">Your website should reflect the same attention to detail as your office space. It\u2019s your prospects\u2019 first impression \u2013 a virtual welcome. FMG&#8217;s website builder for financial services can help you make sure it\u2019s a great one.<\/span><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p class=\"hero\" style=\"text-align: center;\"><span style=\"color: #2d69ff;\"><a class=\"btn\" style=\"color: #2d69ff;\" href=\"https:\/\/fmgsuite.setupwp.io\/websites\/\" target=\"_blank\" rel=\"noopener noreferrer\">Find Out More Here<\/a><\/span><\/p>\n<hr \/>\n","protected":false},"excerpt":{"rendered":"<p>An optimized and personalized website is the hub of any successful digital marketing campaign, so learning how to build a [&hellip;]<\/p>\n","protected":false},"author":43,"featured_media":51841,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","om_disable_all_campaigns":false,"inline_featured_image":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[205,128],"tags":[288,32,233,89,285,40],"class_list":["post-42958","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-lead-generation","category-websites","tag-brand-building","tag-compliance","tag-marketing-best-practices","tag-personalized-marketing","tag-web-design","tag-website-content"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.9 (Yoast SEO v26.2) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Build a Financial Advisor Website | FMG<\/title>\n<meta name=\"description\" content=\"Step-by-step guide to building a compliant financial advisor website that attracts prospects and converts them into clients. 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