Make Your Web Site Appeal to Targeted Clients

Crane, Amy Buttell
September 2007
Journal of Financial Planning;Sep2007 Supplement, Vol. 20, p18
Academic Journal
The article looks at methods for developing a financial planning website that will allow current clients to identify their planner's work while marketing services to prospective targeted clients. Web sites often make the mistake of focusing on the firm rather than the customer's needs. Copy should explain how financial planning can help clients navigate life changes such as the purchase of a home. Financial planners should always hire a professional to work on their website, as clients will be turned away by unprofessional looking pages. Contact information should always be included and easy to find.


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