#117 10 Financial Advisor Website Mistakes

The Stephen and Kevin Show

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28d ago 26:30

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Are you unknowingly turning away prospects with your website? In this video, we break down the 10 most common mistakes on financial advisor websites—and show you exactly how to fix them.

Whether you're building a site from scratch or revamping your current one, this guide will help you avoid critical errors that hurt user experience, SEO, and lead generation.

Failing the 5-Second Test? Remember, visitors form first impressions fast. If your homepage is cluttered, confusing, or generic, you're likely losing business before the conversation even starts.Here's what we cover:

1. Failing the 5-Second Test – First impressions count.

2. Relying on Stock Photography – Authenticity beats generic visuals.

3. Accepting Old Copywriting – Cut the jargon and connect.

4. No Advisor-Generated Content – Build trust and visibility.

5. Neglecting SEO – Help prospects find you on Google.

6. Inconsistent or Weak Branding – Your website should reflect your firm.

7. Underwhelming Bio Pages – Personal connection starts here.

8. Lack of Models – Make complex ideas easy to digest.

9. Weak CTAs – Motivate meaningful action.

10. Not Using Tracking & Analytics – Improve what you measure.

This is a must-watch for any advisor looking to upgrade their digital presence. If you're serious about converting website traffic into real conversations, this is where you start.

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