An excellent financial advisor website makes all the difference in connecting with a potential client. That’s why we’re proud to partner with Osaic to help keep their sites up-to-date and modern, with clear value propositions, easy navigation, engaging content, and more. Here are 10 standout Osaic advisor websites that highlight what makes a financial advisor site standout while bringing traffic to their site.
1. Mirus Planning
The Mirus Planning website lets visitors hover over their demographic to learn exactly how the firm can help them reach their financial goals through the years. This is a brilliant way to target next-generation clients – with a built-in client retention plan.
The homepage also details the offerings that “reimagine the traditional ‘financial advice’ experience” – from financial planning and design, to ongoing guidance and educational opportunities.
2. Sapphire Wealth Management
Sapphire Wealth Management’s website homepage features interactive links to the resource center that catch attention by flipping as viewers hover over each tile. This mix of tools and content shows the firm’s authority and makes it easier for prospects to understand complex topics.
The advisor website also includes a “What Our Clients Say About Us” page that takes a unique approach to client testimonials. It features each client via a YouTube video, building even more trust in each recommendation.
3. Dracoulis Financial Group
The Dracoulis Financial Group website opens with the firm’s mission statement, helping visitors immediately understand the core values and goals of the organization. This statement sets the tone for the entire user experience, emphasizing the group’s commitment to empowering clients with the financial knowledge and tools necessary for securing their financial future. By clearly outlining their client-focused mission, Dracoulis Financial Group builds trust from the first click.
Navigating through the website, visitors are met with a comprehensive menu of service levels, with pricing and service details per level. This transparent approach to service offerings helps potential clients quickly identify which services are right for them.
The Resources Center is chock full of videos, blog posts, and more, all curated to address a wide array of financial topics. By offering a comprehensive, mixed-media suite of educational materials, the firm not only engages its audience, but also underscores its role as an industry thought leader.
4. Family Wealth & Legacy
The Family Wealth and Legacy website positions the firm as a resource for “CE-Alls” – including family business owners, CEOs, and leadership team members. Visitors can immediately access links to webinars, whitepapers, and training programs to start growing their teams and businesses. Client testimonials provide first-hand experiences and real insights into the effectiveness of the programs.
The firm’s founder Michael welcomes visitors with an introductory video, detailing how the firm can help develop a leadership team to align around goals and develop accountability. Did you know that people stay 2 minutes longer on a site that uses video (Idomoo)? This personal touch is a creative way to connect with the audience – and it adds another form of media on the site that keeps visitors engaged and boosts SEO.
5. High Point Capital Group
Visitors on your financial advisor website are ultimately looking to answer the question “what’s in it for me?” The High Point Capital Group website answers this question on the homepage by leading with “Financial Planning and Wealth Management Focused on You.” The following copy continues to use “you” language (versus “we” language), clearly laying out the benefits of working with the team.
High Point Capital Group’s site is also a great example of adding personalization – from the About Us page to the Culture and Team pages. The inviting Meet the Team section takes a refreshing approach with professional and creative, personal photos of the team.
These personal photos provide a glimpse into the employees’ passions and values. Meanwhile, the Culture page is a window into the values and principles that drive the firm as a whole. This transparency in sharing their internal culture speaks volumes about the integrity and dedication of the team.
The website’s balanced approach to providing details on client benefits and insights into the company’s culture hooks visitors while giving them a sense of the people behind the mission.
6. Unbridled Finance
Unbridled Finance masterfully harnesses the power of creative design and compelling copy to reinforce its brand identity. You’re greeted with a playful yet professional aesthetic that matches the equestrian-ness (yes, we’re inventing a word for this one) of the firm’s name. This creative approach not only makes the website visually appealing but also grabs the visitor’s attention right away. The use of horse imagery and open landscapes subtly alludes to the brand’s promise of unleashing financial possibilities. Smart, right?
While the design is equestrian-themed, they’re not horsing around when it comes to CTAs. Each of the CTAs are clearly defined and strategically placed. You know exactly the steps to take from “give us a call” and “let’s talk,” to “schedule a call” – even “free portfolio risk analysis.” AND persuasive copy complements each CTA, clearly communicating the value of taking the next step.
This strategic alignment of design and copy ensures that visitors are not only drawn to the CTAs but are also motivated to click. Visitors know exactly what they stand to gain. By combining an imaginative design with well-articulated CTAs, Unbridled Finance can turn casual visitors into engaged prospects.
7. LifePlan Financial Advisors
LifePlan Financial Advisors‘ website shows exactly how they intend to help clients navigate life – whatever stage they’re in – as a guide for the journey. With easy access to resources on timely topics, updated monthly, and clearly written copy, visitors know LifePlan is ready to meet them where they are in the journey.
The CTA to contact us follows this formula. As a result, visitors know exactly who they’re meeting with and what to expect from the meeting – no strings attached.
8. Eastern Planning
The Eastern Planning advisor website positions the firm as a trusted partner to help visitors plan for life. The site is focused on the viewer, with copy written in the “you” format versus the “we.” They even label the services as “Focused on You.”
The homepage has a smart lead-capture tool – a downloadable white paper focused on women and investing. Eastern Planning can put the emails captured here in a list and drip out related content to stay top of mind – even if someone isn’t ready to commit to a consultation yet.
9. Innovative Financial Group
The theme of Innovative Financial Group’s website is clear: Growth. The homepage leads with the CTA button to “Get Your Business Valuation” and the navigation bar includes a CTA to “Get Your Growth Plan.” The firm journey is clearly laid out in three stages: launch, grow, and succeed.
The simple navigation keeps users focused and highlights key areas like CTAs and service paths. While it may sound counter-intuitive, the simplicity actually draws attention to the CTA button in the top right corner. It’s organized, simple, and clean.
10. Heimensen Wealth Advisors
The Heimensen Wealth Advisors homepage is a collection of resources that position the firm as a knowledgeable financial coach. This pop-up to download an investment knowledge quiz works for a few reasons.
- It appeals to the competitive target market looking for a coach.
- It’s an attention-grabbing way to collect email addresses.
- Heimensen can follow up with educational content using collected emails, helping prospects stay engaged longer.
The financial advisor website features a collection of educational videos, each 2-3 minutes long. These engage the viewer and go the extra mile in making Heimensen a trusted financial resource.
How Can You Take Your Osaic Website to the Next Level?
As you can see, advisor websites are a meaningful way to differentiate yourself from competitors. As website technology evolves, implement best practices into your site to stand above the rest. Or, if necessary, redesign your website entirely. If it helps you highlight your expertise, it’ll be worth it.
To take your website to the next level, check out some premium designs from FMG. Premium websites are made to be modern and practical, allowing site visitors to have the best possible experience while searching for a financial advisor they can trust.
Create Gorgeous, Traffic-Driving Advisor Websites
Without a doubt, your website is the most public expression of your brand. It only takes visitors 50 milliseconds to form an opinion – make it count!
