In this webinar, Chief Evangelist, Samantha Russell, and Founder and Chief Investment Officer at Peltoma Capital Partners, Rubin Miller discussed how he seamlessly integrates his unique personality, family values, and professional expertise to create an engaging website that sets him apart from the competition. They discussed: - Your website messaging - The importance of design and user-experience - Best website design practices

1. What Makes this Advisor
Website Stand Out? Interview
with Rubin Miller, CFA
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2. Website Best Practices
Checklist For Everyone Here
Today!

3. Samantha Russell
Chief Evangelist, FMG
Connect
@SamanthaTwenty
/samanthacrussell
srussell@fmgsuite.com
3

4. Rubin Miller, CFA
Founder & Chief Investment
Officer, Peltoma Capital Partners
@RubinJMiller
/rubinmiller
peltomacapital.com
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5. Your message is the most important part.
Don’t overcomplicate it.
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Website Best Practices

6. ➡️ What is the PROBLEM your
clients/customers &
prospects have?
➡️ What is the SOLUTION you
provide to that problem?
Write How People Talk!

7. ➡️ Copy: Who you are, what
you do, who you do it for
➡️ Image: Should reinforce the
copy
➡️ UX: Where do you want
visitors to click next?
Copy + Image + UX
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8. Source: BNY/ Pershing “Advisor Value Proposition Report

9. 2022 Study of Best Practices For Financial
Advisor Marketing
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10. Source: Rubin’s Blog https://www.fortunesandfrictions.com/

11. The Design & UX (user experience) matter
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Webinars 101

12. Best Design Best Practices
● No more than 5-7
pages in the main
nav
● Make the site easy to
scan with columns,
icons and visual
breaks
● Avoid long
paragraphs (unless
it’s a blog)

13. Best Website Design Practices
● Have a Strong Call to Action
(link directly to your calendar
link)
● Make it easy for people to
find your social media pages
● Add internal links where
possible (no orphan pages)
● Use SEO best practices

14. 14
Do It For Me
Marketing Program
A Custom Marketing plan each month
Executed for you
Exclusive Content by our marketing
thought leaders only available for DIFM
customers
Your own dedicated Marketing Strategist
Contact Us: Marketing@fmgsuite.com

15. Want to learn
more? Book a
demo with our
team →
We’re here to
help.

16. Website Best Practices
Checklist For Everyone Here
Today!

17. Samantha Russell
Chief Evangelist, FMG
Connect
@SamanthaTwenty
/samanthacrussell
srussell@fmgsuite.com
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