Examples of Financial Advisor Website Templates

Your website may be the first point of introduction for prospective clients who are ready to connect with an advisor. And delivering a top-tier user experience can keep visitors on your page and encourage them to take the next step and schedule a call with you. If you’re ready to build a financial advisor website for your firm (or revamp an existing one), you don’t have to start from scratch. Financial advisor website templates offer a framework for creating an eye-catching, branded design.

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What Are Financial Advisor Website Templates?

Advisor website templates are pre-designed tools for building customized websites. Generally, all you need to do is add images, videos and text. Financial advisor website templates are built with the needs of advisory businesses in mind. Thus, they include everything you need to create a functioning website out of the box.

Templates simplify the website-building process so anyone can build a site even if they don’t have a background in coding or web development. Financial advisor templates can be a helpful tool for:

• New advisors who are in the initial stages of building a business and brand
• Established advisors who are interested in revamping their website branding to reach new niche markets
• Advisors who are leaving their firm behind to go independent
• Budget-conscious advisors who are looking for a cost-effective way to create a user-friendly website

Aside from the financial cost, templates can help save you time, as well. Many templates are essentially plug-and-play, meaning you can use them to create a fully functioning website in a day versus spending weeks or even months working with a third-party developer or designer.

What Should Be Included in a Financial Advisor Website Template?

The exact features and functionality you get with an advisor website template vary based on where you purchase it from. Generally speaking, an advisor website template may include sections or pages for the firm history, mission and values, advisor bios/profiles, client testimonials, service offerings, contact forms or lead magnet pages, an article or resource library, a blog, media mentions, press releases and company news.

Depending on which template you’re using, you may be able to add or remove optional content blocks using drag-and-drop functionality. For instance, you might add a block at the bottom to include a calendar or scheduling tool to encourage site visitors to contact you.

Financial advisor website templates also allow you to customize your fonts, logo and color scheme to reflect your firm’s branding. These templates may come with built-in search engine optimization (SEO) features, which are designed to help you boost your site’s visibility in search engines.

Any template you use should include pages for your privacy policy, terms of use, disclosures and fee schedules, and a sitemap.

Examples of Financial Advisor Website Templates

Comparing financial advisor website templates can help you narrow down what you’re looking for in terms of structure, features, usability and cost. Below you’ll find an example of what a simple financial advisor template might look like. We have divided the homepage template with an explanation for each section.

The top of the template features key information, including the firm’s logo and contact number, as well as a navigation menu that can direct clients to additional targeted information on other pages. You should also note how it calls attention to “Your Money Matters,” with additional text emphasizing the firm’s expertise and ability to help clients manage finances with confidence.

This “About Us” section highlights the firm’s personalized approach to offering “more than just financial advice.” The text to the right expands on this by describing services as part of an overall strategy to help clients move toward financial goals.

The “How Can We Help?” section focuses on the full range of advisory services that clients can expect, including financial planning and analysis, retirement planning, investment management, tax management, wealth management, life stage planning and asset protection. Also, note how it breaks down target clients for those services as professionals, couples, pre-retirees and business owners.

The homepage also features a “What Our Clients Say” section, which could help establish another layer of credibility for your firm. Note that testimonials include a photo, name and quote for each. In order to connect with target clients, you may want to present a variety of testimonials that highlight specific services like the ones featured in the “How Can We Help?” section. You may also want these testimonials to reflect the diverse range of people that you work with, such as professionals and couples, among others.

The last section focuses on a call to action: “Let’s Talk Money.” Note how the tone is direct and engaging: “Planning your financial future starts now. Schedule a chat to learn how we can help you achieve your goals.”

This section also features three ways for new clients to contact the firm: phone, email and social media. You may want to hyperlink all of your contact information on the homepage so that clients can connect directly with just one click.

If you need more inspiration or are ready to purchase a template, a quick web search for “financial advisor website templates” should produce plenty of results. Sites that offer advisor website templates for sale include:

• ThemeForest
• Webflow
• Advisor

Here are some tips for choosing a template for your advisor website.

• Look for templates that offer a demo so you can see what the site looks like live.
• Consider the range of features included and how much customization is available.
• Read user reviews to learn what advisors who use a particular template like (or don’t like) about it.
• Consider the level of support offered if you have questions or need help. For example, some template providers offer turnkey site setup, so you don’t have to do any building or customizing yourself.

As you design your site, check out some of your competitors to see what their sites look like. Consider what makes them visually appealing or user-friendly, in terms of their design and navigation. You don’t want to create a copycat site. of course, but it’s helpful to view advisory websites through the eyes of prospective clients.

Bottom Line

Templates can save you time and money, especially when you are focused on building your advisory business. These take the guesswork out of creating a branded website with specific sections that present what your business does and who you serve. Typical sections could feature the history, mission, values and services of a firm, as well as advisor bios or profiles and client testimonials. And notably, a call to action for new clients to engage with your firm.

Tips for Growing Your Advisory Business

• A website is just one piece of the marketing puzzle. Social media, email, ads and SEO can also play important parts. If you’re looking for a less time-intensive way to expand your reach and connect with prospective clients, partnering with an advisor marketing platform could make sense. SmartAsset AMP (Advisor Marketing Platform) is a holistic marketing service financial advisors can use for client lead generation and automated marketing. Sign up for a free demo to explore how SmartAsset AMP can help you expand your practice’s marketing operation. Get started today.
• If you plan to include client testimonials on your website or in any of your marketing materials, it’s important to maintain compliance when doing so. The SEC’s marketing rule governs the use of client testimonials in marketing and the appropriate disclosures advisors must make. Reviewing compliance rules can help you avoid trouble with regulatory agencies.

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