Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives.
When an RIA decides to level up their marketing to turbocharge growth, it’s natural to turn a critical eye on the firm’s website.
“I think we need a website revamp” is a common thing we hear from firms looking to grow.
But a website ‘revamp’ is a major project that requires significant time, energy, and budget. Plus, it’s not always necessary to reach your growth goals.
In this episode of Dear Ficomm, I help a CFP® in New York think through his desire for a website revamp and identify opportunities to increase conversion on his website.
Watch the video above to get specific recommendations for how to think about a website revamp as a financial advisor, and when to redirect your attention to other initiatives.
Next: What are you working on? Send me any marketing question and I’ll create a short video like this to help you. This column is a free resource from Ficomm, and we love to do it!
Check out Ficomm on LinkedIn
Learn about Ficomm Partners
Carolyn Dalle-Molle, an accomplished growth marketer, boasts a proven track record with a realistic, iterative approach to marketing. As VP of Consulting and Innovation at Ficomm Partners, she shares her wealth of marketing expertise with purpose-driven financial advisors. Dalle-Molle began her career at a top SEO firm in Boston, where she witnessed the transformative impact of a brand’s digital presence. Beyond search, she has excelled in diverse marketing roles, notably increasing a fintech company's lead list from 5,000 to an impressive 30,000 in just two years with no budget. Later, hired by two MIT co-founders, Dalle-Molle skillfully led a small team to achieve an 8x increase in sales in under one year. Most recently, as the in-house marketing consultant at XY Planning Network, she played a pivotal role in supporting the growth of over 1,600 advisor members. Dalle-Molle is a mother of two, antique homeowner, garden hobbyist, and lover of design.
A message from Advisor Perspectives and VettaFi: To learn more about this and other topics, check out our videos.
Read more articles by Carolyn Dalle-Molle
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives.
