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Filtering Prospects with Your Website

Visitors to your website should be able to know exactly who you are and the type of clients you do business with.

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November 1, 2016

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Filtering Prospects with Your Website

All advisor websites should have a mission statement or summary description that defines their core values and describes the types of clients they do business with. Visitors to your website should be able to glean from the homepage exactly who you are and whether they will benefit from your products and services. The more comfortable they are with your descriptions, the more likely they will be to take the next step to contact you and set up a meeting.

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