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One of the primary goals of your website is likely to make connections with prospects who will eventually become clients. It’s also likely that you put your website together years ago and have made few, if any, changes to it over the years. You keep thinking how you need to update your site, add some new content, take down some old content, and maybe even give the design and navigation a face lift. Sadly, like most advisors, you never seem to get around to it.

Many advisor websites are not designed in an effective manner to bring in new business and are commonly missing key opportunities. Here are some practical ideas you can consider to improve your website and turn it into a more effective lead generational tool.

First of all, you should revisit the importance of having a clean, professional website that properly represents your business. Think about it: When a client makes a referral, the first thing the prospect will do is Google you and your business. These...

Be prepared for questions about excess contributions and recharacterizations

The deadline is coming!

October 15th is the deadline to take care of excess contributions to IRAs and to recharacterize current year IRA contributions. Clients are often confused with both processes and require help. By knowing the IRS rules, you can provide that help.

Excess...

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RIA Roadshow: Coming to a City Near You

Registered Investment Advisors (RIAs) face an array of challenges in today’s highly competitive marketplace—not just to deliver returns, but also to win and retain clients, keep up to date with new regulations and make sense of complicated investment opportunities.

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Is your firm ready for a CRM solution?

Are you struggling to grow your firm? Losing current clients? Are prospective clients choosing to go with another firm? Is onboarding new clients or keeping up regular communication with your clients a chore?

If you answered “yes” to any of these...

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7 Features of Highly Successful Advisor Webstes

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