We get the pleasure of building website for a variety of financial advisors, including these amazing female-led firms. From their intuitive design to the way they market their businesses, these examples are sure to wow you. Read on to learn more about each website and why we chose to include it on our list.
10 Examples of Female-Led Firms and Their Websites
The eight firms below have continued to impress us with their lead-generation tactics, the unique niches that they cater to, and much more, so we just had to show them off.
1. Guelich Capital Management
Led by a mother-son team, Founder and President Connie C. Guelich, CFP® CLU® ChFC® AEP® RICP®, and Vice President R. Steven Guelich, CFP®, WMPC®. Guelich Capital Management’s team focuses on designing customized strategies to organize all facets of the financial lives of their clients.
Why We Like It
Their website has a little bit of an “interactive feel” to it, with the inclusion of some drop-down menus in order to keep the website streamlined and free of clutter, but also telling visitors everything that they need to know about certain services at the click of a button.
Additionally, they offer podcasts in their “Listen In” section. Content like this is important to provide as it offers alternative mediums for your clients to engage your business.
2. Braun-Bostich & Associates
Braun-Bostich & Associates has an incredibly clean website with a unique design. Amy Braun-Bostich MSFP, CFP®, CFS®, APMA®, CLTC® is the founder and CEO of the firm. As a boutique firm, they provide tailored financial solutions while offering the resources and capabilities of a larger firm, even though they serve their clients on a personalized basis.
They have many unique features, but one that really stands out is “BBA Cares,” which shows their strong commitment to community service. From The Great Washington County Food Bank to Young Life, they have supported many of these causes for up to twenty years. It’s important to give back to the community and share information beyond your products and services.
Why We Like It
There are many clear calls to action on the website, one of them being “Schedule A Free 20 Min Phone Conversation,” where visitors are taken to a meeting scheduler through the use of Calendly, allowing them to meet with one of the advisors on a certain date and time.
We have discussed the importance of being up-front and disclosing fees on your website, so it’s great that Braun-Bostich & Associates has done just that. When you include your fees and fee structure clearly on your website, it can often save a phone call or initial meeting to see if a client can afford the services. Additionally, it shows that you are direct and clearly telling your prospects how much it costs to work with you, and this type of transparency is important for being trusted by prospects and clients.
3. Retire Secure Financial Planning
Managing Principal Nancy Tani, CFP®, JD, MBA, Retire Secure Financial Planning is a financial planning and investment management firm serving the greater Chicago area. While they offer a wide range of financial services, their main focus is on retirement planning, and it’s always a good idea to hone in on a niche to get the most out of your marketing.
Why We Like It
Many aspects show off the strong design of this website, and one of those is the use of calls-to-action scattered throughout the website. When placed strategically, they boost lead generation and help your visitors take the next step down the sales funnel.
Content creation is key to driving traffic, but consistently doing so is even more important when it comes to regularly providing your visitors with useful information. They come to expect that your content will be updated, and it will not only boost your lead generation but keep visitors on your website for longer, which can contribute to SEO.
Additionally, in their resources section, they have included an FAQ page to answer the most common questions that their prospects may have, cutting out an unnecessary phone call or initial meeting, which in turn saves time and money for everyone. They ask some questions such as, “What is your investment philosophy?” and “How do you help clients implement their financial plans?” which are great questions to answer up-front so that prospects can really learn their the firm’s values and have the important questions answered before the initial meeting.
4. The Basballe Group
The Basballe Group is led by a financial advisor, Laura Basballe, and is based out of Burnsville, MN. They provide financial planning with an educational approach and offer:
- Financial Planning
- Retirement Planning
- Insurance
- Investments
While they serve women and self-employed business owners, they also serve the unique niche of Delta Airlines employees and retirees. They have a close location to Delta’s hub in Minnesota and have served the financial needs of Delta employees and their families for over twenty years. Catering to such a unique niche makes it much easier to stand out in the already saturated industry of financial advisors. However, they do serve other clients, as well, giving them that broader reach, as well.
Why We Like It
Not only are they open and transparent about their fees right off the bat, but they give a brief overview of what you can expect for the price and the length of time you will spend on each section with your financial advisor. Additionally, they have a CTA that standouts easily against the background to “Schedule an Appointment Today.” There is one at the bottom of the page, too, in the “Investment Management” section, where you can click to find out more about those particular fees. Even though there are multiple calls to action on the page, they are easy to read and strategically placed so that visitors have multiple opportunities to schedule a meeting with the team.
Lastly, we stress the importance of “freemium,” which is something they offer through the option to download their latest issues of “Eye on Money.” People love FREE, so offering advice for free is a great way to generate leads on an advisor’s website.
5. Glass Financial Advisors
Based out of Independence, OH, Glass Financial Advisors is led by founder Michelle Glass, CRPC. Videos on a homepage look great and give the visitors a feeling of serenity upon landing on the homepage. It’s as if you are taking a journey with the firm as you walk through the woods in the image below. The CTA “Meet Your Advocates” stands out against the black and white background, enticing visitors to take the next step.
Why We Like It
In the “What We Do” section, they use interesting imagery with the cartoon sketch showing the types of questions that they answer for clients, such as:
- When can I retire?
- How will I pay for healthcare?
- How much money do I need to retire?
- Will I outlive my money?
- Will I have enough?
- how much should I be saving?
These questions are displayed in a “fun” manner and really capture the attention of the audience to make the website more memorable and help them further explore.
The CTA stands out against the background in the dark green with the phrase “Let’s Get To Work,” which can take visitors to the contact section. The wording on a CTA should be enticing and make your readers want to take action.
6. TCP Asset Management
TCP Asset Management is led by four partners. One of which is the Director of Wealth Management, Branda Allen. Many aspects stand of this website stand out, and one is the video on the homepage slowly moving over the mountain range directly when landing on the website.
Why We Like It
A strong team page is essential so that prospects can get to know more about the team that they are going to be working with, and TCP has headshots of the full management team in professional, color photos with a bio about the team members when you click on them. Calling the team “your financial advocates” brings about a feeling of your team being on your side and ready to work with you.
7. LFM Wealth Management
LFM Wealth Management is led by Tracey J. Childers, EA, CFP®, and offers comprehensive financial planning services to their prospects. Based out of State College, PA, we love the beautiful hero image on the homepage with a CTA encouraging visitors to get to know the team. They serve a range of clients, such as pre-retirees, retirees, widows, divorces, and professionals.
Why We Like It
Beneath the services, they ask if you are interested in learning more with a strategically placed CTA that stands out against the background, encouraging visitors to contact them. They offer tailored services to fit the needs of each individual client, showing that they will offer the same service to each client no matter their situation.
8. Ascension College Planning
Angela M. Caballero, CFP®, MS, is the founder of Ascension College Planning out of Tucson, AZ. We discuss the importance of targeting a niche, and Ascension College Planning does just that as she focuses on individuals and families who are planning and preparing for college.
Why We Like It
There are many unique aspects to this website, and we have stressed the importance of including freemiums on your website. Ascension College Planning also offers a College Money Report™ that asks the following three questions:
- How much do colleges think you can afford?
- If you will qualify for grants and/or scholarships.
- How much you will be expected to pay out of pocket?
When working with a niche that is planning for college, it’s so important to provide them with as many resources as possible, and Ascension College Planning offers many different free and useful resources to their website viewers with newsletters, blogs, and eBooks.
9. Money Maven Financial
Next, we have Money Maven Financial, founded by Nicole Burdick, AAMS. Located in Bellingham, Washington. Money Maven focuses on the importance of being organized, especially when it comes to managing finances. Nicole and Money Maven want to help elevate the struggle of financial overwhelm, something she’s found women struggle with particularly.
Why We Like It
The Money Maven site does a great job of standing out with its unique color scheme and style design. The whole website is aesthetically pleasing, and that’s only enhanced by easy navigation that makes finding things simple. We also love the up-to-date blog and classes + workshop page, which advertises the events that Money Maven hosts. We can’t wait to see what else Money Maven and Nicole come up with in the future.
10. BFS Advisory Group
Lastly, we have Debra Brennan Tagg, CFP of BFS Advisory Group. Take one look at the BFS Advisory website, and you can tell they’re serious about their content. With some sites, you never know if there’s going to be enough information to help you make an informed decision, but BFS has you covered. With a sleek site design and color palette, you’ll find everything you need on the BFS website.
Why We Like It
Aside from the great color scheme of calming blue, the BFS Advisory site offers lots of content to explore, including a blog, industry news, market reports, and more. It’s not hard to see why we like the site. We also really enjoy the fact that BFS provides its planning process when it comes to helping clients.
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