What Makes this Advisor Website Stand Out? Interview with Rubin Miller, CFA

The financial industry is growing increasingly crowded, so how can you set yourself apart from the competition? Having a strong digital presence and standing out online is key.
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In this webinar, Chief Evangelist, Samantha Russell, and Founder and Chief Investment Officer at Peltoma Capital Partners, Rubin Miller discussed how he seamlessly integrates his unique personality, family values and professional expertise to create an engaging website that sets himself apart from the competition.

Short on time or just want the main points?

Here is your summary to skip ahead or scan through below.

  1. Website Design Best Practices [11:09]
  2. Website Design and User Experience [12:32]
  3. Your Website Messaging [40:26]
  4. Using Social Media in Your Marketing [47:09]
Website Design Best Practices [11:09]

Website Design Best Practices [11:09]

  • Don’t include more than 5-7 pages in the main navigation.
  • Make the site easy to scan with columns, icons and visual breaks.
  • Avoid long paragraphs (unless it is a blog).
  • Have a strong call-to-action where you link directly to your calendar link (since setting up his website, Rubin has averaged around two meetings per month).
  • Make it easy for people to find your social media pages.
  • Add internal links where possible.
  • Use SEO best practices.


Website Design and User Experience [12:32]

Website Design and User Experience [12:32]

  • You want your visitors to have a seamless experience when they visit your website.
  • Your website copy should reflect who you are, what you do and who you do it for.
  • The images you use should reinforce your copy
  • When it comes to user experience, ask yourself where you want your visitors to click next.
  • Having a separate blog page is also a good idea, as this can help you to drive traffic and boost your SEO.


Your Website Messaging [40:26]

Your Website Messaging [40:26]

  • Don’t over complicate your messaging strategy - write how people talk.
  • Set your website up in the problem/solution format (What is the problem your prospects/customers have? What is the solution that you provide to that problem?)
  • When writing the content for the homepage, tell the reader what is in it for them.
  • Showcase the value that you can provide for your clients.


Using Social Media in Your Marketing [47:09]

Using Social Media in Your Marketing [47:09]

  • Ensure you are commenting on strangers’ posts.
  • For every one social post that you publish, comment on five other posts.
  • Make sure your comments are insightful and thought-provoking.
  • Every week, anyone that you meet with, go through your calendar and get their email and connect with them on LinkedIn.
  • Share some personal stories on social media.


Supplemental Resources

You can get the slides here.

5-Step Website Best Practices Checklist right here

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