A financial advisor website that explains how you work
Before a first call, people want to know who you help, how you are paid and whether they can trust you. PressUp puts that in plain words and invites them to a conversation.
What PressUp can put on your site
What a financial advisor website needs
It's a starting point, not a template: ask for more in the chat, and change any of it later.
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Services
Retirement income, investment management, college savings and planning for a business sale, each in plain words a nervous saver understands. Any service can also get a page of its own when you ask.
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2
Who you help
Pre-retirees, young families, physicians or business owners. Name the people you serve best and any account minimums, and PressUp builds your pages around them, so the right prospects reach out.
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3
How you work and are paid
Whether you are fee-only, fee-based or paid by commission, whether you act as a fiduciary and how often you meet. People want this before they call, so PressUp sets it out clearly, in your words.
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4
Credentials
Your designations, years in practice and your firm's registration, shown the way your compliance rules allow. Prospects often check advisors on FINRA BrokerCheck or the SEC's adviser search, and PressUp can link to your record.
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Introductory calls
A short form for a first conversation that reaches your inbox and your email, or your Calendly, Acuity Scheduling or Setmore calendar embedded on the page. Ask for contact details only, never account numbers.
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6
Required disclosures
Registration statements, links to your Form ADV or client relationship summary, privacy notices: whatever your firm or regulator requires. You or your compliance team write it, and PressUp puts it on the pages you choose.
How it works
From a few sentences to a live website
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Describe your business
Say what you do and where, in your own words. Add screenshots of sites you like, if you have some in mind.
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Get a site made for it
PressUp plans the pages, writes the words and designs a look that suits your business. It usually takes a few minutes.
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Change it by asking, then publish
“Add a service.” “Make it feel more premium.” Ask in plain words, undo anything, and publish when you're happy.
Getting found
How people find a financial advisor
People search for "financial advisor near me", "fee-only financial planner" with a city, or a need like "retirement planning", and many look you up again after a referral. Your site is where they decide whether to book a first call.
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A page for each kind of client
Searches are often specific, like "financial advisor for teachers" or "planner for small business owners". A page for each group you really serve speaks to their situation and helps them find you.
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Pages for the questions people ask
Retirement income, rollovers, college savings and planning after a divorce or a loss are separate needs. A plain page on each, approved through your compliance process, answers people and invites a call.
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Advisor directories
If you belong to NAPFA or XY Planning Network, or hold the CFP certification, their advisor searches can send people to you. Put your site on each listing and on your Google Business Profile.
Every PressUp site comes with the basics search engines look for: a title and description for each page, your business details in a form Google can read, a sitemap, pages that load fast on phones, and Bing told about your changes when you publish.
Questions
Questions about a financial advisor website
Do I need a website as a financial advisor?
Many prospects look you up before a first meeting, even when a friend or their accountant referred them. A site that explains who you help, how you are paid and how to get started gives them the confidence to ask for a call, and lets them ask at any hour.
What should a financial advisor website include?
Who you help and what you do for them, how you work and how you are paid, your credentials and a link to your public record, a way to ask for an introductory call, and the disclosures your firm requires. PressUp drafts all of these, and adds more on request, like a page on your planning process.
Can I show client reviews on my site?
Check first. Testimonials and reviews for advisors are covered by rules such as the SEC Marketing Rule and FINRA's rules, and your firm may have its own policy. If your compliance team approves, send review requests from your PressUp dashboard, and only reviews clients have consented to show appear on the site, alongside the disclosures you write.
How do I add my required disclosures?
You or your compliance team write them. What a site must show depends on how your firm is registered and who supervises it, so PressUp doesn't write or check disclosures. Give it your approved wording and say where it goes, such as at the bottom of each page or beside your fees, and it places it there.
How much does a financial advisor website cost with PressUp?
Building it is free, with no card: your site on a pressup.site address, with hosting and 20 credits to change it by chat. Pro, at $29 a month, adds your own domain, 200 credits a month and as many sites as you like.
Can I use my own domain?
Yes, on Pro. Connect a domain you already have, or find and buy one through PressUp, and PressUp points it at your site and sets up its security certificate.
How do I change the site later?
Ask in plain words in the chat, like "add a new service" or "change my phone number". PressUp makes the change, you look it over, and you can undo anything. Publish when you're happy.
Start free
Describe your business and see your site before you sign up. Your first site is free, with 20 credits to change it by chat.