If you don’t look up-to-date with your website, prospects wonder what else is not up-to-date.
Portland, OR (PRWEB) April 01, 2014
Trinity Investment Advisors, retirement plan consultants, sought ShoeFitts’ help to update the website and make it more customer-oriented. “Financial advisors must go beyond bare-bones and antiquated websites to be competitive in today’s retirement plan market,” explains Sheri Fitts, president of ShoeFitts Marketing. Clients and prospects see websites as a way to gauge an advisor’s knowledge and acumen, and a weak or tired website can negatively impact final decisions.
“If you don’t look up-to-date with your website, prospects wonder what else is not up-to-date,” says Fitts. ShoeFitts eliminated complicated jargon and streamlined the website interface to make it more inviting and informative.
“The Trinity Investment Advisors are very experienced and we wanted that knowledge about plan design, ERISA regulations, and participant education to become more apparent with the website,” explains Fitts. “We also gave a nod to the company’s Irish heritage with photos, graphics and quotes; it’s subtle but at the same time provides a unique understanding of the people behind the company.”
“Our goal for the new site was to establish a strong brand and presence for Trinity Advisors in the retirement plan consulting marketplace,” says Michael McCabe, president and founder of Trinity Investment Advisors. “A consistent message was important to showing who we serve and why we are different from other retirement plan providers.”
Since launching the new website, McCabe says clients have told him they really like the new imagery and that the site is simple, clean and easier to understand.
Financial advisors must remember to objectively scrutinize their websites and their competitors’ websites on a regular basis. “You need to be aware of how companies are positioning themselves and how you stack up against the competition,” says Fitts. In short, Fitts explains, advisors should conduct a Website Check-up and watch out for the following:
▪ Too much industry jargon
▪ Lack of identity, specialization or expertise
▪ Confusing website navigation
▪ No thought-leadership
▪ Minimal social engagement
About ShoeFitts Marketing:
ShoeFitts Marketing is a Portland, Oregon-based company specializing in marketing strategy and social media development for the retirement plan industry. The company’s approach is simple: use the right tool for the right job. ShoeFitts knows how to work within the parameters of the regulated environment from decades of experience working in the financial services marketplace. The company has galvanized industry marketing and social media efforts by developing a cache of premium products and customized training sessions, and using progressive strategies to provide fresh opportunities for clients to establish standout roles in their industry.
For more information, please visit ShoeFitts.com. Like ShoeFitts Marketing on Facebook at facebook.com/ShoeFitts and follow on Twitter @missfitts and on LinkedIn at linkedin/sherifitts.