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Advisor Website Engagement Tools

Every advisor website should have videos and calculators that address planning needs.

By
July 27, 2017

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Advisor Website Engagement Tools

For first-time visitors to your site, validation about who you are and how you can help is foremost on their minds. On subsequent visits, the objectives begin to change dramatically. Visitors are usually interested in learning about tools and techniques that will assist them in their financial planning. Two of the most popular engagement tools are videos and calculators. If a picture is worth a thousand words, a well-constructed video may speak volumes to the typical visitor.

Calculators are designed to help the visitor focus on scenario-driven advice. For example, what is the best retirement path for me, a traditional or a Roth IRA? Many advisors will email a link back to their site for clients who require specific follow up or a need to refresh their understanding of an area of interest. Every advisor website should have videos and calculators that address planning for retirement, investments, risk management, estate conservation, cash management, and tax planning.

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