Are you a financial adviser who’s looking to build a new website?  

If so, here are some important tips to keep in mind as you plan the layout, navigation, and content strategies for your website.

#1 – Utility

I love the word “utility”.

This is an economic term that describes the derived value of a particular product or service.  If you purchased a product or service that you found to be useful, then you experienced a high level of “utility” from that purchase.

So the first question to ask yourself, in regards to building your new financial services website, is how are you going to deliver a high level of “utility” to your visitors?

When someone visits your website, are they going to feel like they just found a valuable source of information on the web about personal finances?

Or will they leave your website even more dazed and confused than before they arrived?

The value that someone derives from your website is ultimately the utility that your website delivers.

And if you, as a financial adviser, desire to connect to new clients through the web, then your website has to provide a high level of value to your visitors.

#2 – Financial tips & advice

Another question to ask yourself as you plan your new financial services website is what type of content do you plan on providing to your visitors?

You and I both know that if a visitor comes to your website and all they find is information about how amazing you are, your credentials, and other self directed or administrative content, then that you’ll probably lose that visitor.

However, if you implement something like a financial blog, or a series of articles that provide valuable information regarding personal finances, then visitors will start to see the value in your website which in turn sets the stage for generating new clients.

As visitors start to associate “valuable financial information” with your website, then your business will start to experience an increase in prospects who want more information about your financial services.

And a financial services website that provides this type of valuable information will ultimately generate new business from a growing base of visitors.

# 3 – Contact

Finally, as a financial adviser who’s looking to build a new website that facilitates connecting to new clients, then your website has to provide an easy way for people to contact you.

What I don’t recommend is inundating your website with your picture, phone number, and a bunch of contact forms.  And I definitely don’t recommend using tools like pop ups.

All of the above can make a visitor feel overwhelmed and frustrated.

What I do recommend are simple, yet prominent buttons and links that point directly to tools that can be used to quickly and easily contact you.  This can be as simple as a “Contact” button that points to a page where people can find your phone number, email address, and a contact form.

You can take it one step further by providing links to your Facebook, Twitter, and LinkedIn pages – all of which helps people easily connect with you when they are ready to talk about your financial services.

Those are just a few tips to consider when planning a website for your financial services business.

So what about you?  What are some of the best financial services websites you’ve seen, or features in a financial services website that you’ve found particularly useful?