It's challenging to encourage visitors to try your services. Prove that you care not only about money. Provide valuable services to help clients become financially responsible. Choose from the 5 best website builders for financial advisors below. Before you customize a website template, select a website builder that provides a seamless user experience for clients.                                                

1. Snapps.ai

Snapps.ai Pricing Plans:                                                                                   

• Single Site Pack - $19/month                                               
• Starter Pack - $79/month                                               
• Decade Pack - $159/month                 

Snapps.ai Financial Advisor Website Template

Snapps.ai allows you to build professional websites instantly. It allows clients to manage financial details on their websites. You or any client wouldn’t have trouble using navigation tools. Snapps.ai has effective navigation bars to find the information you’re looking for. What’s great about this website builder is its reliable customer support. You can ask for help when migrating your old website.                                                                                                           



2. FMG Suite

FMG Suite Pricing Plans:                                                                                           

• Essential - $178/month
• Premium - $418/month
• Do It For Me + Premium Website - $1,044

FMG Suite Financial Advisor Website Template

FMG Suite is suited for you if you can’t afford a marketing team. You don’t need any coding experience to build a website. The platform provides pre-loaded blogs, emails, and social media. However, the pre-loaded content is a bit bland, but informative. FMG Suite also has limited personalization features for coding and marketing.           

3. B12

B12 Pricing Plans:                         

• Basic - $42/month                                                   
• Professional - $169/month
• Advanced - $399/month   

B12 Financial Advisor Website Template 



4. WordPress

WordPress Pricing Plans:                 

• Personal - $4/month                       
• Premium - $8/month
• Business - $25/month           
• Commerce - $45/month 

WordPress Financial Advisor Website Template

WordPress allows you to create a blog for your website. Write about financial advice you would give to readers. Ask questions of the support team if you encounter technical issues. Despite being a popular website, WordPress has several downsides. It’s usually a target for bot attacks, login attempts, or database injections. It’s crucial to implement proper security measures before losing your site’s data.



5. Advisor Websites

 Advisor Websites Pricing Plans:

• $99.00/per month                     
• $189.00/per month
• $299.00/per month 

Advisor Websites Financial Advisor Website Template 

Advisor Websites can save a lot of time from building your financial website. The navigation options are easy to use. It has a responsive support team, along with useful video tutorials.

What Features Should a Website Builder for Financial Advisors Have?  

1. Client portal - Comprises all relevant information, including documents, transactions, and communications. 
2. CRM integration - CRM integration is crucial to improve client interactions. This feature can help you assist with referrals and leads. Selecting the right CRM integration that can organize or retrieve financial data.   
3. Appointment scheduling - Appointment scheduling allows clients to automatically schedule consultations with financial advisors. Many website builders for consulting business, law firms, and other agencies offer automated appointment scheduling.                                                                               
4. Live chat - Live chat is crucial for clients who want to ask inquiries directly to you. This feature is recommended if you have a big finance agency. Assign members that can answer client concerns using your site’s chat option.         
5. Lead capture forms - Lead capture forms gather information from website visitors. In return, you can provide financial assessments or consultations for potential clients. The more visitors respond to your form, the more your website generates leads.   

How to Optimize a Financial Advisor’s Testimonial Page Using a Website Builder?

Write compelling headlines. Write compelling headlines to increase user engagement. You can write headlines like “Here’s what our happy clients have to say” or “Your finances are safe with us”. 

Before writing a headline, think about how you’re going to validate the reason clients would need you. Ask help from a designer if you’re going to add an image to complement the headline. Don’t forget to use strong keywords that align with the content. Test different headlines that will resonate with your clients.

Incorporate relevant keywords. Incorporate relevant keywords to help your website rank high on search engines. It adds a layer of credibility if you incorporate relevant keywords into the real-life experiences of people. Maintain balance for keyword usage.

Prioritize quality over quantity instead of putting too many keywords. Keep in mind that SEO is also about user experience and works not only around keywords. Provide the best content for clients to use your services.

Apply client photos. You can apply client photos for social proof. Get the client’s consent before including their photos on your website. You can also include logos from businesses and agencies you’ve worked with.

Consider including reviews with profile pictures of your clients. According to a Reevoo study, reviews with profile pictures are perceived as 35% more trustworthy than those without. Take note that personalization leads to higher engagement, converting visitors into potential clients. According to a Yotpo study, there’s a 120% conversion rate for customer reviews with photos.

Clear call-to-action. A clear call-to-action (CTA) engages users to decide to use your financial services. Provide navigation buttons to encourage users to schedule a consultation. CTAs work because you need to tell users what to do or they won’t do it. Include CTAs in high-quality posts relevant to your audience.               

Video testimonials. Video testimonials are another form of social proof. Encourage satisfied clients to create video reviews for brand visibility. You can interview clients for 5 minutes to talk about their experience working with you. Record the interview and use screen capturing software. Some users prefer video content because it’s easier to digest than read. Consider applying text and video in your content to increase user engagement.

Disadvantages of Using a Website Builder for Financial Advisors  

Functionality restrictions. Some website builders have limited functionality when customizing websites. Consider choosing the one that offers third-party integrations to promote your services. Snapps.ai offers third-party integrations for email and social media. Use social media integrations to share website content for user engagement. 

It’s okay to select an affordable website builder for your financial website. But you must have several goals like increasing conversions, visitors, and sales. Choose a platform that provides custom elements to include functional navigation buttons. 

Less SEO capabilities. Some website builders lack SEO tools for your website to rank. Other than basic keyword research, select the one that offers extensive SEO capabilities. Consider Snapps.ai’s SEO tools to improve your website rankings on search engines. These tools include Keyword Research, Localgrids, Copy AI, and Snappseo.   

You can try to improve your site’s SEO through a content marketing strategy. Create content that drives conversions using relevant keywords. Prioritize the needs and problems of your customers before creating blog posts. Don’t forget to add backlinks to these posts. Use Facebook Ads to promote your content.

Limited data control. Your data is mostly stored on a website builder’s server. You don’t have complete control over managing client data when switching to a different platform. But with Snapps.ai, you can manage your data. It offers periodical database snapshots to restore data from the past 14 days. Also, Snapps has server locations around the globe for automatic backups. 

Generic templates. Generic templates may not represent your brand identity. You’ll need to have advanced features for creating a professional template. Design inconsistencies or generic designs don’t reflect the company’s branding. Consider your goals for your financial website before customizing a template. Snapps.ai offers pre-made templates for various industries that are less generic. You can customize a pre-made template by using widgets and personalization rules.    

Snapps.ai: The Best Website Builder for Financial Advisors

Snapps.ai is the best website builder for financial advisors. It offers drag-and-drop widgets to easily customize a pre-made template. You can use various AI tools to create a financial website within minutes. Snapps offers user-friendly integrations for you to add additional features for clients. The platform lets you customize a calendar for bookings, write blogs, and edit contact forms. Also, apply video content containing user reviews. Snapps provides video features so you can edit content that will resonate with the audience.