Is Your Website Working for You? The 60-Second Advisor Website Test

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Your homepage has a job to do. It does not need to tell your entire history. It needs to reduce uncertainty and help the right prospect decide whether to keep exploring. Try the 60-second test. Ask a person who does not work in financial…

From Referral to Research: Why Advisors Must Survive the Digital Vetting Process

 The referral is no longer the finish line. For years, advisor marketing for an independent financial advisor was straightforward: a trusted client or professional makes an introduction, the advisor has a conversation, a meeting follows,…