Determining the purpose and the target audience for your website are your first steps.

Using these 10 questions for interviewing companies to design your website can guide you through the process.

Ultimately, it will come down to selecting a firm that knows how investors use the internet to find, screen and contact financial advisors.

You have made the decision that it’s time to update your internet presence with a fresh, new website for your financial advisory firm. Great…but now what?

If you have already determined that you don’t have the time, patience, or inclination to become a self-taught designer/developer, then you will need to enlist the services of a professional to help you turn your vision into a reality. So what should be your next steps?

First off, ask yourself the following questions to make sure you’re on the right track for your expectations of the new site:

What’s the purpose of the new website?

If your answer is “I need a website because every other advisor has a site,” then you should consider going with a template-based service that offers a very basic website that is more of a sales brochure for your firm. The site will have very basic functions and will be inexpensive, but it will not have the functionality you need to turn visitors into qualified leads.

If your answer is “I want to turn my website into a productive lead generation tool,” then you should consider hiring an experienced RIA website design/development team that builds sites that use inbound marketing strategies to produce leads.

Who am I trying to target with this website?

The foundation of an effective website is identifying your target audience (personas) and building content and functionality for those personas.



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