What’s the Right Website Platform for Financial Advisors?

Sarah Howes
Sarah Howes

01.17.24 in Marketing & Practice Management

Estimated Reading Time: 2 Minutes (245 words)

featureArticle Insight WebPlatform

Your website serves a vital role for prospects who are searching for an advisor firm like yours. How it looks and operates reflects your brand as well as your responsiveness to clients. If the site appears modern, with recently posted content and easy navigation, visitors can trust that your firm is a professional, customer-focused, thriving business. But if it’s confusing and outdated, they’ll likely click away to look at the next site in their Google search.

So, how can you avoid such an outcome? With the right website platform for financial advisors, you’ll be able to keep their attention while also building brand awareness, marketing your services, and growing your business. Here’s what to look for.

A Guide to Choosing a Suitable Website Platform

Insights Infographic Test

Keeping Connections Through Your Website

Ultimately, the right website platform for your firm serves as the foundation for its digital presence. If it’s set up to be efficient, you’ll keep visitors to your site and social media accounts—along with any email subscribers—constantly informed and connected to your firm and bolster your brand in the process.

Commonwealth advisors can do this because of their access to Web Studio powered by FMG, which includes tiered options. From ready-made to custom strategic site design and development, they can choose a solution that works for them. With Web Studio, advisors benefit from built-in efficiencies, such as one-click compliance reviews and automatic content updates. It’s one of the many ways we support and empower advisor brands.

5 Steps to an Effective Marketing Plan

free workbook

5 Steps to an Effective Marketing Plan

Put your thoughts into practice and improve your firm’s competitive edge with our complimentary guide.

This material is for educational purposes only and is not intended to provide specific advice.

Please review our Terms of Use.


Enjoy thought leadership from some of the most respected, seasoned professionals in the industry.