Work Your Website

Why is having a website crucial to your business? Many of your clients will have their first exposure to you through your website. It's the face of your business for anyone who is tech-savvy, or even computer literate (especially your younger clients.) Your website is a powerful tool to reach people with your message and products. It is worth spending time designing, updating, and promoting it. 

What makes a website "good?" At minimum, your website should include the following elements:

  • Your business name and logo
  • Your contact information Including email address, phone numbers, physical address, and social media links
  • A professional picture of you
  • A statement of your brand You don't have to spell out your entire vision and mission statements, but there should be some statement, phrase, or sentence that represents your brand and how you want to be perceived
  • A professional bio Including education, training, certifications, and experience in your field. Make sure to speak your client's language throughout your site. For instance if you help people set up retirement plans, you wouldn't want to say "I have become a specialist in fixed rate annuities with lifetime income riders." Instead, you would want to say something like "Over the past 15 years, I have helped over 250 families create retirement plans they are proud of."
  • An email newsletter sign-up Most contact management systems will have a built in function for adding a sign-up link to your website. This is an easy way to build your contact list and stay in touch with current and prospective clients. Just remember, if you sign people up for an email newsletter, make sure you consistently create and send an email newsletter!

To enhance your website further, you may want to include some of the following elements:

  • Testimonials from clients who have benefited from your services. These can be either written or on video. If they are written, limit them to 250 words or less.
  • Feature your book - Include a thumbnail on the front page with a link to your book page. Your book page should include: 

     -Picture of the front cover
     -Brief description of your book with value statements that relate to your audience's needs
     -A video introduction of your book from you (the author!)
     -A video "trailer" that previews your book
     -If you do not have your own book, click here to get started today!!!

  • Articles You may have expertise in certain areas that you're interested in writing about. You can put this information into short articles - about 400-500 words long - that your website visitors can browse through for information. These can be original articles you've written, excerpts from your book, or even articles from others in your field. Make sure to ask for permission if you want to post someone else's article.
  • Video Training You can create a YouTube or Vimeo channel of training videos to help clients better understand their financial needs.
  • Links to other websites/blogs that you find useful and events where people can meet you. If you consider yourself to be a local expert, you can also add useful links to local resources and things to do in the area.

You can hire someone to develop your website, or you can look for a service that provides templates you can use to develop your own. Check with your current web hosting company, or, if you don't currently have a website, look into or These two services are easy to use, and integrate with WordPress for blogging.

We cannot underestimate the importance of your website. People will assume you have one if you are serious about your business and they will draw conclusions about who you are from navigating your site. So, if you don't have a website, we suggest you get one started today!!