Smarsh Sites offers comprehensive compliance tools and templates to help you build an effective website. Learn more about our websites for financial advisors on our website: http://www.smarsh.com/smarsh-financial-websites.

1. Smarsh Sites
Secrets to a Knock-Your-Socks-Off
(and compliant!) website

2. 5 Reasons Why
You Need a
Website

3. Customers Expect It
In today's business world, the Internet is the fastest
growing source for information.
Without a
Web
presence,
your business
risks never being
found.

4. Elevates Your Credibility
An online presence provides you a professional platform
to present your products and services
Websites today are
the same as a full
page ad in
Yellow Pages*
of yesterday…
*COMPLIANCE REMINDER: Use of web based listing sites such as the Yellow pages and others mentioned in this presentation requires Compliance review and approval of content prior to posting on this
site. Please be sure to take this important step before listing on any site.

5. Expand Your Marketing Reach
Reach your local markets through:
Online local business listings.
Submit to search engines

Submit your company information to the
―local business‖ sections of top search
engines and directories

Basic listings are FREE and include
your address, phone number, and
Website URL; products and services

Typically takes 2-4 weeks to populate
Remember to obtain compliance approval for any listings

6. Anchor To Your Business
Allows you 24/7 support to your clients and
prospects with Website Content and Resources
 Content that is industry specific
 Product information that promotes
what you sell
 Monthly content updates
 Videos
 Social media
 Personalized custom pages

7. Client Data Collection
Customer and prospects can inquire through online
contact and request a quote forms

8. What About
Social Media?

9. I have a Facebook page, so I don’t need a
website…
WRONG!
Website vs Social Media Pages
 Myth: Business pages in
Facebook, LinkedIN can replace
a website
 Social Media is powerful part of
modern marketing
 Simple social media pages can
add value, generate leads BUT
it doesn’t replace a professional
website

10. 4 Reasons
SOCIAL
WALLED
GARDEN
BUILDING
CUSTOMER
MINDSHARE
WEBSITE
ANALYTICS
POWERFULLY
DELIVER
YOUR
MESSAGE

11. How to ensure
your site delivers
RESULTS

12. Mobile Websites
Trends—Mobile internet
users surpass desktop
users by 2014.
 Mobile Phones: 1.5B
subscribers globally in 2012
 Up 30% from 2011
 Websites without mobileoptimized versions frustrate
users.
 Offering your website’s
information in a format that’s
mobile friendly is no longer a
luxury – it’s a ―must have‖
Image Source

13. Tablet PC vs Notebooks
Consumer preference
shift
 Notebooks: shipments
grow from 208M in 2012 to
393M in 2017.
 Tablets: shipments rises
from 121M in 2012 to 416M
in 2017. 28% annual
growth
Worldwide Mobile PC Shipment Forecast (000s)

14. Responsive Design
Responsive Websites
 Uses "media queries" to figure
out what resolution of device
it's being served on.
 Flexible images and fluid grids
then size correctly to fit the
screen.
 Auto optimized for a PC, a
tablet, a mini-tablet or a
smartphone instantly.

15. Get Found
Make sure the people
you want to reach can
find you
 SEO-friendly URLs
 Social integration—put your
social activity stream right on your
website!
 Instant social share

16. Personalized and Targeting Web Content
Next big thing? Get the right message to the right person.





Location: city, country, region
Device: Mobile phone/tablet, Windows, Mac
Search keywords: did they arrive while searching for tax or financial planning?
Referring URL: where did they come from?
Profile: information from visitors Facebook profile, marital status or age.
Source: http://conversionxl.com/how-to-use-personalized-content-and-behavioral-targeting-for-improved-conversions/

17. Make compliance easy!
Comprehensive
Compliance Tools

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
Advanced Analytics
Easy Review
Compliance thread
Flexible review choices
Multistage workflow support

18. Questions?
888-379-5724
sales@smarshsites.com