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9 Website Design Tips for Financial Advisors You Can’t Ignore

by | Sep 5, 2022

Website Design Tips for Financial Advisors

As a professional, you know it pays to make a strong first impression. With more people searching online for the financial advice they need, sometimes, your website makes that impression for you.

An out-of-date website could tell potential clients your expertise is out-of-date, too.

38% of people will stop engaging with a site if the design isn’t appealing. With that in mind, here are nine website design tips to help you upgrade your website.

With these tips for financial advisors, you can make a strong first impression that helps you build your business.

1. Know Your Audience

Before you start making changes to your website, it helps to know who you’re making these changes for.

Determine your target audience. Are you looking for clients in specific industries? Once you know your niche, start researching.

What are their likes and dislikes? What financial problems are they facing that they require help with?

By answering these questions, you can update your design and content to reflect your clients’ needs.

As you continue reading these website design tips, keep your audience in mind. You can even research your competitors to determine what finance industry web design trends are working (and which flop).

For an extra website tip, make sure you’re offering your clients valuable content, too. This can include blog posts or white papers that reflect your clients’ distinct needs. By providing them this content, you can show your clients that you’re the helpful, informative resource they need.

2. Keep It Simple

As you start implementing these website design tips, make sure to keep it simple.

Don’t clutter your pages with large images or dizzying animations. Too much on a single page can overwhelm your site visitors. It can also slow down the page.

People don’t want to wait around for a page to load. A one-second delay can cause a 7% decrease in conversions.

Check for elements that are dragging your page speed.

Improving your website load time can also improve your search engine optimization. The faster your page loads, the likely you can get a higher ranking. The higher you rank on search engines, the more site traffic you can get.

If you need help using these website design tips, consider using a minimalist approach. The minimalist design will keep your site visitors focused on your content. Instead of distracting them with images, you can drive them towards a form.

That way, you can keep people on your website and direct them toward becoming a lead.

3. Add White Space

Once you have the essentials on the page, it’s essential to consider how to arrange them.

Even if you’re only using a few design elements, you can still end up cluttering the page. To make sure you give your design elements room to breathe, add white space.

White space makes it easier for people to read your website content.

Instead of overwhelming them with imagery, you can direct them toward a conversion opportunity. A cleaner design can also keep you from distracting site visitors.

That way, they stay focused on the reason they visited your website in the first place (to seek financial advice).

4. Make Sure It’s Mobile

The majority of people are checking sites from their mobile phones. If your website isn’t optimized for smaller screens, you’re missing out on potential customers.

Make sure your website is mobile-friendly.

Otherwise, people have to pinch and squint to read your content.

Mobile-friendly websites should also load quickly, too. If they’re forced to wait, your site visitors might leave and seek financial advisors elsewhere.

Google uses the mobile version of your website to determine your search ranking. By improving your mobile site, you can rank higher on search pages and in time, attract new customers to your business.

5. Get Engaging with Videos

Video content can give a face, name, and voice to your company. Video content on your landing pages can increase conversions by over 80%. More people are choosing to watch videos instead of skim-reading page copy.

The finance industry web design can benefit from videos, too.

Add a video above the fold of your website design. Make sure you engage people. Then, finish your video off with a strong CTA (more on this below).

6. Eye-Catching CTAs

Your CTA, or call-to-action, inspires site visitors to take action.

What do you want people to do once they’re on your website? Maybe you’d like them to fill out a form, call, or subscribe to your newsletter. Either way, make sure this action is clear.

Use your CTA in a headline, body text, or a CTA button.

Your button should stand out on the page. For example, if the page background is white, use a pop of color on your button to draw the eye.

7. Demonstrate Credibility

Why should people trust you for financial advice?

Show people, you’re a credible resource in your field by posting reviews from happy customers.

You can also feature case studies and statistics on your website to show interested clients you’re there to help.

8. Use High-Quality Imagery

Imagery can help set the mood on your website. For example, cartoons or blurry photos won’t make you look like a professional, credible company. Instead, use high-quality images to show your professionalism.

If you can’t find the right stock photography, higher a professional photographer. They can take images at your business to add professionalism and authenticity to your website design.

9. Know Your Value

As you’re using these website design tips, consider your firm’s value. What do you offer that no other financial advisor can?

Then, focus on this value within the design. In your page copy, make sure it’s clear that you have something to offer your clients. By focusing on this value, you can make sure you stand out from the crowd.

Otherwise, why should potential clients choose you?

A Fine Idea: 9 Website Design Tips for Financial Advisors

Your clients are looking for someone they can trust—so show them they can trust you. With these website design tips, you can upgrade your website and make a stronger first impression with your clients.

Ready to give your website an upgrade? Tell us your story today.

Todd Boak

Todd Boak

Helped form Harris & Ward in 2013. Todd oversees the marketing and advertising functions of the business. From internal marketing efforts to the success of our clients. His expertise lies in strategic marketing, SEO, and digital advertising.