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…

The New Client Journey for Financial Advisors: Referral → Search → AI → Trust

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The first conversation may happen before the first conversation. That sounds strange, but it reflects how prospects behave today. A referred prospect may conduct significant research before deciding whether to call an advisor. The new journey…