Web design for financial advisors
I design and build websites for financial advisors that explain who you work with and how you are paid, and that are built with your compliance review in mind.
Free homepage teardown for your advisory practice
Send me your site. I’ll record a short video on what works, what doesn’t, and what I’d change first.
How clients choose
People choose an advisor on trust and fit. They want to know if you work with people like them, such as business owners, retirees or young families, and how you are compensated. Most are cautious and read for a while before they reach out. The site should answer their questions plainly and never read like a sales pitch.
- financial advisor near me
- fee only financial planner calgary
- retirement planning calgary
- certified financial planner calgary
- financial planner for business owners
- financial advisor for physicians
- rrsp vs tfsa advice
- estate planning financial advisor
What people type before they choose. Each of these deserves a clear answer somewhere on your site, usually its own page.
Pages your site needs
The pages I plan for almost every advisory practice website, and why each one earns its place.
Who we work with
The client types you serve best, described by life stage and situation rather than asset levels alone.
Our planning process
From first meeting to written plan to ongoing reviews. It shows the work behind the advice.
How we are paid
Fee-based, commission or a mix, explained without jargon. Many clients ask this first.
Team and designations
Each advisor with registrations, designations, titles and focus, used exactly as permitted.
Firm and disclosures
Your dealer or firm affiliation and required disclosures, readable and easy to find.
Insights
Approved articles on planning topics. Educational, general and dated.
What builds trust
The signals that move someone from browsing to choosing an advisory practice.
Registration that can be checked
Names and registration categories shown so clients can verify them on the public registration search.
Plain compensation disclosure
How you are paid, in a sentence. Hiding it is the fastest way to lose a cautious reader.
Designations explained
CFP or CFA with a line on what each means, not a string of letters.
Real photos
Your team and office, not couples on beaches.
The conversion path
Primary action: Book an introductory meeting.
Fallback: Call the office.
The first meeting is framed as a conversation, with what to expect and what to bring. The booking form asks for general situation only and never for account numbers or holdings. Every page ends in the same calm invitation rather than a hard sell.
Common mistakes
What I see most often when I review sites in this field.
Return and performance claims
Projected returns or past performance on a practice site is one of the quickest ways to fail compliance review.
Unclear compensation
Leaving fees out makes readers assume the worst.
Publishing without approval
Copy and articles that skipped your dealer’s compliance review often have to come down later.
Generic stock photography
Sailboats and silver-haired couples say nothing about you.
Features worth building
Per-advisor booking
Calendly or your CRM’s scheduler, linked from each advisor bio.
Managed disclosures
Disclosure text edited in one place in the CMS and shown site-wide, so updates are consistent.
Compliance-friendly publishing
Drafts, approval and publish dates recorded, so you can show what was live and when.
Client login links
Clear links to the account portals clients already use, kept away from new-client paths.
Websites for financial advisors: common questions
Generally no, not in a way that projects or promises them. Securities and insurance rules, and most dealer compliance teams, restrict performance claims, projections and anything implying guaranteed results. I write about your process, the planning questions you help with and how you work. That is what cautious readers want anyway, and it gets through review much faster.
Usually, yes, but confirm with your compliance team. Advisors affiliated with a dealer or firm usually need compliance sign-off on the site and on any material changes or new articles. I plan for that from the start: copy goes to compliance as a clean document, required disclosures are built in, and the CMS records what changed and when.
Yes. Compensation is one of the first things prospective clients look for, and vague answers erode trust. A short, plain section on whether you are fee-based, commission-based or both, and what that means for the client, works best. It also tends to bring in better-fit prospects who already understand the arrangement.
Stay general and educational. Explain how RRSPs and TFSAs differ, what a retirement income plan considers, or what business owners should ask about succession, without telling any reader what to do with their money. End with an invitation to talk about their situation. Date every article and keep it reviewed.
Keep reading
- nick@tavro.ca
- 587-439-9994
- Calgary, Alberta