2014 WFG Annual Sales Conference Presentation
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Advisor Websites is a global leader in website software for financial professionals, founded in 2002 in Vancouver. They have over 3,500 advisors using their award-winning, compliant platform to create and manage user-friendly websites. While some financial advisors believe they do not need a website since they accept only referrals or have older clients, a website acts as a hub for an advisor's business, allowing them to showcase their services, remain compliant, and better engage customers through calls-to-action compared to using templates or having cluttered sites.
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2014 WFG Annual Sales Conference Presentation
- 1. Do You Need A Website ?
- 2. Company Overview Founded in Vancouver Canada in 2002, Advisor Websites™ is a global leader in website software for the financial industry. Our award-winning web-based platform is used by financial professionals to create and manage compliant and user-friendly websites. We have expanded to the United States and have more than 3,500 advisors using our solution.
- 3. Featured In
- 4. “I Do NOT Need a Website” I don’t do any marketing I only accept referrals My clients are too old and do not use websites
- 5. Your Website is A Hub
- 6. Compliance
- 7. Common Mistakes Using templates Clutter and complicated navigation Lack of calls-to-action
- 11. Customer Service
- 12. Integration
- 13. Integration
- 14. Integration
- 15. Integration
- 16. Integration
- 18. What Happens Now?... You have an existing website You do not have a website
- 19. Thank you
Editor's Notes
- Who has heard of Riskalyze already? They are awesome, risk tolerance number, help advisors close more business/