Explain who you serve
The most effective advisor websites clearly describe the type of client they help, such as young families, small business owners, or people approaching retirement. AI can help you write a clear description of your ideal clients and their common concerns.
Describe your process
Prospects want to know what working with you looks like. AI can help you outline your process from first meeting to ongoing reviews in simple steps.
Fee transparency
Clear explanations of how you're paid help build trust. AI can help you write a plain-language summary, but make sure it matches your official disclosures exactly.
Advisor bios
- Background and experience
- Credentials, accurately stated
- Why you became an advisor
- Personal interests that make you relatable
AI can turn your notes into a readable bio.
FAQs
Common questions might include minimum account sizes, meeting frequency, and how to get started. AI can draft answers based on your actual policies.
Compliance review
Website content may be considered advertising. Have it reviewed according to your firm's compliance requirements, and avoid testimonials or performance claims unless permitted.
Keep it current
Update your website when services, fees, or team members change. AI can help you revise content quickly.
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