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Website checklist for financial advisors

A good financial advisor website tells someone who you work with, how you're paid, and what the first meeting looks like, all within the rules. This checklist covers that and everything else I check on every advisory practice site.

0 of 29 done0%

Content and pages

0/7

Trust and credibility

0/4

Conversion

0/5

Local SEO

0/3

Technical

0/4

AI search

0/3

Compliance

0/3

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What an advisory practice website must get right first

Trust is the whole product, and the rules are strict. The site has to explain your compensation model honestly, show your registrations, and describe your ideal client clearly. Planning content should educate without ever promising returns.

How to use this checklist

29 checks in 7 groups.

  1. Open your website in another tab and go group by group.

    Tick an item only when you have checked it on the live site, on a phone as well as a computer.

  2. Start with content and conversion.

    Those groups are the most specific to financial advisors, and they are where most enquiries are won or lost.

  3. Leave technical and AI search items for last.

    They matter, but they are easier to fix in one pass, and the free tools linked below help with most of them.

  4. Your ticks are saved in this browser.

    Come back any time. Print it if you want to work through it with your team.

A note on compliance

Your website can count as advertising under the rules that apply to financial advisors. The compliance items here are prompts to check, not legal advice. Rules differ by province and change over time, so read the current standards from your regulator or licensing body before you publish testimonials, comparisons, prices or outcome claims.

FAQ

Financial advisors websites: questions

  1. In most cases, yes. Most dealers have a compliance team that reviews advisor websites and social content. I build with that review in mind and leave time for it in the schedule.

  2. Yes. It is one of the first things a careful client wants to know. A plain, honest explanation of your compensation model builds more trust than any headline.

  3. Yes, as general education, with your dealer's approval and the right disclaimers. Avoid anything that reads as a recommendation or a promise of returns.

Keep reading

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Other checklists

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