Why financial advisors should ditch traditional websites

January 27, 2023
by
Gareth

It might seem hard to believe, but traditional websites are becoming a thing of the past. Increasingly, more and more advisors are switching to a ‘FunnelHub’. This is the next evolution in web services that aims to enhance your digital presence, improve user experience, and maximize lead conversion.

In this blog post, we will explore the benefits and components of a FunnelHub so you can generate more organic opportunities for your business.


Here’s why traditional websites are flawed.

There’s a common misconception that a “good” website is one that looks aesthetically pleasing. While the design is a crucial element, what matters most is the strategy behind your website.

A good website should helps your audience do 3 things in this sequence:​

  • Find you from a quick online search​
  • Keep them on your site,
  • Guide them through a series of steps that capture their information.


However, with traditional websites, the problem is that once a visitor lands on your homepage, you’re leaving them to their own devices. You’re presenting them with a whole host of options to navigate and it’s their responsibility to find what it is they’re looking for.

The result? They get lost in a maze of information and leave without taking action. You’re left with fewer leads, fewer conversions and more missed opportunities.


What is a ‘FunnelHub’ ?

At first glance, it looks just like a website. And like a website, it too shows a portfolio of what your firm does and the services it provides. But here is the critical difference: it is designed to compel visitors to take action and to capture leads. This action could be choosing to download a lead magnet, register for a webinar, or book a call.

In essence, it’s a more ‘sales-savvy’ way to tie together everything that someone needs to know about you in ONE place. It addresses objections, builds trust, and brings more people into your funnel who would’ve been otherwise lost.

Despite all the benefits, they’re still underutilized in the financial sector. This in turn offers a serious competitive advantage to firms that are quick to get ahead of the curve.


How to build a FunnelHub ?

There are a number of funnel builders available to choose from. Of these, ClickFunnels is the most trusted source as they’re directly involved in the development of FunnelHub since its inception. Moreover, ClickFunnels 2.0 provides a simple drag and drop technology to build one without a web developer and eliminates the need to fork out on expensive third-party tools. The biggest benefit of choosing ClickFunnels 2.0 is that its subscription includes CRM, autoresponder, workflows, landing pages, and membership dashboards.

(NOTE – if you sign up using this link, we’ll send you a professional-looking template we’ve designed here at Affluent Copy at no cost.)


5 tips to consider BEFORE building your own FunnelHub.

  1. Make sure that your FunnelHub is built with a strategy in mind.

    Have a clear direction of what actions you’d like visitors to complete. People crave simplicity so provide clear and concise instructions that even a child could understand.
  1. Research your ideal client and write compelling copy.

    Hook your audience in with compelling copy that speaks to them on a deep level. Address their pain, desires, and answer any objections they may have. This will help you establish authority and build trust, which will also drive conversion.
  1. Make sure your FunnelHub is visually appealing.

    Your FunnelHub in many cases is your visitor’s ‘first impression’ of you. Does it look professional? Visually, does it show your firm in a good light? It can be the deciding factor when it comes to whether or not someone decides to stay and explore further. Avoid ‘boilerplate’ designs and ensure you have a professional, visually appealing FunnelHub that differentiates you from your competitors.
  1. Make sure that your FunnelHub is user-friendly and easy to navigate.

    You don’t want your visitors to get lost in a maze of information and leave without taking action. Eliminate unnecessary clicks and ensure your pages load quickly so your visitor doesn’t get bored and close the page.It’s vital that your funnel FunnelHub is optimized for mobile devices as well. Smartphones are the primary way people access websites these days, so don’t overlook mobile experience.
  1. Make sure you have a plan for ongoing optimization and improvement.

    Once you’ve implemented your FunnelHub, continually look for ways to maximize leads and consultations. I recommend adding monthly blogs that are optimized for SEO keywords. This will help you improve online search engine rankings and help boost organic traffic to your FunnelHub.


To Conclude

Transitioning from a traditional website to a FunnelHub might seem like a lot of unnecessary work in the short term, but the benefits are unmatched in the long term. Consider the financial impact it would have on your advisory firm given the increased opportunities over the years and decades ahead. After all, even a 3% improvement in leads and conversions can be astronomical.

If you’d like to have a professional FunnelHub or website built for you — we’d be happy to provide you with a demo at no cost and no obligation.

Click the button below and you’ll be taken to our scheduling page. Select a time that suits you best and we’ll send you a link to a Google Meet.

"You never get a second chance to make a first impression." - Will Rogers
"You never get a second chance to make a first impression." - Will Rogers
"You never get a second chance to make a first impression." - Will Rogers
"You never get a second chance to make a first impression." - Will Rogers