For today’s Financial Advisor Website Showcase, we are joined by Harrison Till of Till Advisory and Capital. Harrison was instantly ready to answer our questions about the firm, issues they faced during the pandemic, site design, and much more.
From the start, the Till Advisory site sets the mood of what to expect from them. Greeted by a lovely image of a couple staring into the sea and a line that states “White Glove Service”. This lets potential clients know exactly what type of service to expect from the get-go. Accompanying that is a CTA urging visitors to set up a meeting and get to know the “white glove service” for themselves. The site ensures that navigation is clean and resources are easily accessible.
Anyone could tell that a lot of effort went into designing and creating the Till Advisory site. Ensuring that navigation was easy and nothing was more than a couple of clicks away. The website does a wonderful job highlighting the firm’s expertise and attention to detail.
Read on to see our Q&A with Harrison and find out what makes the Till Advisory site so unique. We’re happy Harrison was so enthusiastic to share some of the firm’s history, strategies, and insights. We hope his answers can inspire ideas for your own website.
Can you tell us a little more about your services and the history of your firm?
I am originally from Northern New Jersey. My Dad is a lawyer and my Mom was a social worker for special needs kids. As opposite as the two are, I always saw the common denominator: they spent their days helping people. That is what I always wanted to do. The history of my firm all started with my desire to consultative-ly help others and serve as a fiduciary in their lives. I spent 10 years at BAML learning the business, getting licensed, building relationships, and growing personally/professionally.
I realized at the end of my decade at BAML that I would never be able to fulfill my fiduciary responsibility to clients at a bank/wirehouse. December 6, 2019 – I made the best decision I have ever made in my professional life to move my clients to the independent side of the wealth management industry.
Now – I spend every single day of my life serving as a fiduciary financial consultant to families and businesses that I am so fortunate to help.
Since you’re based in New Jersey, how did the pandemic affect your business plan and the way you communicate with clients? What have you learned and changed about the way you communicate with clients if there have been changes?
Being based in New Jersey, the main effect the pandemic had on my business plan was essentially eliminating in-person activity in New York City. New York City is one of the greatest cities in the world and you can build an entire business by simply running around networking and getting in front of the right people. During the pandemic, there was no opportunity to really do things in person in New York. Our company has an international client base, so we were already using zoom and other services to be consistent with our client communication. I have learned that it is very necessary to create annual planning calendars with communication preferences for all clients so you can understand client expectations for zoom vs in-person.
What would you say inspired the TILL Advisory site’s design theme? All in all, how long would you say it took to come up with this design?
My desire to provide white glove service inspired the TILL Advisory site’s design theme. I have always wanted to be a fiduciary for clients that translate complexity to simplicity and I wanted that to show on a clean professional-looking website. I articulated these thoughts to the staff at FMG in the beginning stages and they did a phenomenal job of bringing the website to life.
What led you to update or create a new site with FMG? Has this inspired you to edit or create other things to improve your online presence?
I was interested in rebranding my company and I asked a few close friends in the industry who they have had the best experiences with. Everyone spoke very highly of FMG and I am so happy to share that I had the same experience. No phone call went unanswered. No email was not responded to in a timely fashion. Once I saw how great the website came out, I was very inspired to have FMG update my social media and other online services to help manage my business.
If you could advise other advisors on redesigning or creating their website, what would it be?
The first piece of advice is HIRE FMG! The second piece of advice, be true to yourself and your values.
How has your overall experience with FMG been so far?
PHENOMENAL has exceeded my expectations.
As an advisor that specializes in retirement strategies, what would you say is your biggest challenge? How do you take on these challenges?
The biggest challenge is providing people with a piece of mind that they will not run out of money. I take on these challenges by surrounding each client with a team of specialists that is relevant to them and can provide them with certainty that their financial plan will help them accomplish their goals.
What would you say helps you stand out against other New Jersey-based advisors?
My ability to build relationships, focus on tax planning and provide transparency for every step in the financial planning process.
If you had to choose one aspect of your site, which would you say is your favorite?
The Home Page.
Entering 2023, what were your New Year’s goals or resolutions? Have you kept up with them?
To spend as much time as possible with my family. My wife and I have a 2-year-old daughter and a 2-month-old daughter. Time is flying by and I don’t want to miss them growing up. To spend as much time as possible with my clients so they can see how their financial planning goals were impacted from 2022 and what steps we are taking to confirm that we are still on course to meet or exceed their expectations.
Your website is the most public expression of your brand. It only takes visitors 50 milliseconds to form an opinion – so make it count.
