Is Your Digital Client Experience Helping or Hurting Your Financial Advisor Business?

financial advisorFind out if digital client experiences are helping or hurting your financial advisor business with Summit Brokerage.

Did you know that having an online presence may be hurting your business as a financial advisor? If you don’t promote your online business properly with smart marketing tools, you can do more harm than good. If your website is not producing the attention that you expected, then you need some tips about how to improve your website and your business as an independent financial advisor. Below are some tips that could help you get the increased business that you are looking for:


Is your website search engine optimized (SEO)? Your SEO will bring your website to the forefront and improve your visibility on search engines. There are many factors attached to a good SEO, such as social media, content, HTML, landing pages, links etc. The use of keywords in your content is a big part of your SEO success. Apply keywords that people use when they search for specific types of information, like an independent financial advisor or financial advisor firm. Keep your content current, and add new keywords that are trending at the moment.


The design of your website is another important feature of your SEO. Your website should display and respond well to all types of electronic devices, according to their algorithm. To succeed in SEO your website must be mobile friendly, and to keep visitors on your site you should make sure that information is easy to access and read. You want your visitors to have an excellent digital experience on your site; if not they will move to another one.


For best results, a good financial advisor must know the audience that they are targeting. Consider things like age, group, and financial interests. Young audiences are usually more interested in retirement accounts than retired audiences. If your audience is semi-retired, or retired, consider having a selection of font sizes for them to choose from to easily read and navigate through your webpages.


Make your website navigation easy for your client by being concise about how to access information. You can provide succinct information without having to be too wordy. Keep forms short so the client does not get frustrated, and keep your contact information visible. A smart independent financial advisor knows how to keep their website current. You may want to keep your audience informed about current trends and other financial advisor information through blogging. Blogs make great use of SEO keywords and help to keep your website current. You should also review your website occasionally to remove any old or outdated information.


Your website should also include onboarding information to show new and existing clients what products and services you offer. Updates should be consistent with any new financial advisor services and products that you add. Besides having menu selections on your website, your blog page can be a great assistance in helping clients better understand the deeper things of specific investment products and services. By developing a fuller understanding of what you offer, your client may be encouraged to try some new investment strategies.


Another great website tip is to use dynamic visuals on your webpages. Not providing photos or using small photos is considered outdated. To keep your website current and fresh, use bold photos or artwork that catches the visitor’s attention and stimulates the mind. Using good content and strong visuals can seduce all the senses in a pleasing way that will keep your clients coming back for more.

A little tech savvy advice and some good common sense is all an independent financial advisor needs to keep their website engaging and productive. Keep our tips handy when you review your website and makes adjustments where needed. And learn more via

Summit was the Highest Rated Independent Broker-Dealer among all firms on’s 2018 IBD Report Card. Let us show you why! To experience the Summit difference, learn more about our network of independent financial advisors, and begin creating your financial planning documents, visit or call us at (800) 354-5528.


About Summit Brokerage Services, Inc.

Summit Brokerage Services is part of Cetera Financial Group. Summit Brokerage provides a broad range of securities brokerage and investment services to primarily individual investors. Summit Brokerage also sells insurance products, predominantly fixed and variable annuities and life insurance through its subsidiary, SBS Insurance Agency of Florida. Summit Brokerage also provides asset management services through its investment advisor, Summit Financial Group, Inc.


About Cetera Financial Group

Cetera Financial Group® (“Cetera”) is a leading network of independent retail broker-dealers empowering the delivery of objective financial planning advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.  Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations.  Independent financial advisor support resources offered through Cetera include award-winning wealth management and financial planning and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.  For more information, visit

*”Cetera Financial Group” refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, First Allied Securities, Girard Securities, and Summit Brokerage Services.


All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.


Content created by Summit Brokerage Services, Inc.

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