Marketing Tips

Establishing a Web Presence for Tech-Savvy Consumers


As today's clients grow more and more tech-savvy, many financial professionals are leveraging the internet as an effective means of branding and marketing. Studies show that roughly 70% of Boomers do their initial research of financial products and service online, and having an inviting web presence can provide significant credibility before prospects ever meet you for the first time. Clients buy from those they trust, and a website can reflect your knowledge, reveal the breadth of your services, and put potential clients at ease with the feeling that they’re dealing with a legitimate individual or agency.

Many financial professionals haven’t explored website marketing because they simply don’t have the technical skill to begin. PBS has alleviated that concern completely by offering customizable web design services. With a simple phone call, you can choose the information and features you wish to include, and overnight, you can establish a reputable presence and begin reaping the rewards of an added marketing strategy.

When it comes to building a professional website, don’t hesitate to start because you lack extensive content. Something is better than nothing, and when prospects use search engines to do their preliminary research, absence from the web altogether may be more concerning than the depth of your site.

If you choose to pursue a custom web design on your own, keep these tips in mind. First, your site should have a clean, crisp look. Less is often more when it comes to visual elements and text, and trying to incorporate too much into your site can actually lessen its effectiveness. Your site should also be easy to navigate, with your most important information easily obtainable with one or two clicks. A high-end web presence should also have recognizable ‘value-add’ for prospective and existing clients. It can incorporate informative articles, various financial calculators, invitations to upcoming events, and interesting marketing tools to drive incoming traffic. Finally, your site should always prompt phone calls for more information or further detail on your services. These client inquiries are best handled live, if possible, and your odds of making a sale are obviously much greater while these ‘leads’ are fresh.

For more information on how to get you very own website up and running today, contact your Business Development Director today at (888) 807-9793!

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