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10 Simple Actions That Could Grow Your Business Significantly

In 2015, most every financial advisor has a website. Advisors use their websites for many different reasons. You may use it to generate leads, phone calls or just to get prospects and clients to your office. But what every advisor with a website has in common is one thing: create growth.

What if you could use your website to grow business without redesigning or rebuilding your current website, would you do it?

Here are 10 simple actions to try that may be simple, but could grow your business significantly.

1. Build your email list

The email address is the most basic level of contact information that will allow you to reach out to a lead. Building a list of email addresses that is relevant to your firm’s products and services should be your primary goal. The primary way is to create great email content that people want to open. Approaching with the give-to-get mentality where you are providing your expertise, knowledge and information for free is always a useful tool in attracting potential leads and building your audience.

We use Thrive Leads. Click here for a short video:

2. Know where your visitors scroll and click

Using a tool like crazyegg , will show you where the clicks occur and what traffic/referral source is producing them. It also shows how far down your visitors are scrolling. This allows you to know where your website visitors are clicking and can help you re-position your dead zones to areas that attract clicks. By knowing where visitors view and click, you now have strong data to use to really convert more traffic.

3. Use simple flat fonts

Take a look at some of the landing pages that generate thousands of leads daily and notice they are all very simple when it comes to the font they use. These companies spend a fortune on paid search ads and wouldn’t be using it if it didn’t work. Another reason to use simple fonts is because they display well on all devices whether it’s a mobile phone, tablet on desktop.

Check out this landing page from MetLife and see how basic their fonts are.

4. Present your message with an explainer video

There are times prospects become immune to certain offers so you need to capture their attention in a different way. Using an explainer video on your website or landing page to describe your service can really help your conversion rate shoot through the roof! A successful explainer video will captivate, entertain and educate the viewer.

Here’s a good example one:

5. Evaluate your Google Analytics data

If you are able to identify what traffic sources aren’t producing conversions and what your traffic is doing prior to converting, you can make significant changes. When you fully understand your Google Analytics data, it will help you scale up marketing efforts driving the highest percentage of conversions and eliminate poorly performing traffic sources.

How to Improve Your Marketing With Google Analytics Data
Courtesy of: Quick Sprout


6. Split test landing page variations

There are several easy to use tools such as unbounce that will allow you to create multiple landing page versions with slight differences to determine what options convert better. You need very little coding or development knowledge to do this. Something simple like changing the color of your action button or changing text from “submit” to “instant access” can produce dramatic improvements.
How to Improve Your Marketing With Google Analytics Data
7. Complete a Conversion Audit

It’s worth the small out-of-pocket expense. If you can identify problems and make changes prior to launching marketing campaigns, you will start with a stronger base and reduce wasted advertising spend. A solid base will help you reach the desired conversion numbers faster.


8. Implement Call Tracking

It’s a great idea to send each traffic source to dedicated landing pages utilizing unique phone numbers. This will help you determine which sources produced the most phone calls. Since your call tracking numbers route through your main phone number, you won’t have to worry how your phone leads are handled. Also, since most call tracking services record each call, it will help you determine whether the lead quality or sales staff need to be addressed.

9. Set up live chat

Every website can benefit from this simple tool. Think of it as a tool to help facilitate appointments and clarify directions. You can integrate most chat services with cell phones so you can have an employee monitoring the chat if you choose. This is a low cost option that can produce noticeable results. At Advisor Internet Marketing, we use

10. Create an exit popup offer

Driving traffic to your website isn’t cheap. Most visitors that leave never return which is why you should use every available option to try to convert them. Popup offers do a great job of increasing conversion rates. Every slight increase, no matter how small, should be welcomed. Over time this exit capture can really increase your overall return on investment.

At Advisor Internet Marketing, we look forward to your feedback! Let us know if there is anything we can help you with.


Susan Hayes

Susan is VP of Customer Relations at Advisor Internet Marketing and has several years of experience managing advisor relationships for financial firms including recruiting, coaching, training and event planning. She also possesses Series 7, 63, & 66 financial licenses.

1 Comment
  • Denis
    11:44 PM, 18 February 2016

    / Thanks for the new things you have ueinvled in your blog post. One thing I’d prefer to reply to is that FSBO interactions are built after a while. By launching yourself to owners the first few days their FSBO can be announced, ahead of masses begin calling on Friday, you generate a good interconnection. By giving them resources, educational supplies, free records, and forms, you become an ally. By taking a personal curiosity about them and also their problem, you generate a solid network that, most of the time, pays off once the owners opt with a real estate agent they know along with trust preferably you actually.

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