Business Development
Business Planning

How a Resources Page Can Help Financial Advisors Stand Out Online

2 min read
November 3, 2023

In our digital era, a website is more than a basic requirement for financial advisors - it's the key to success. A solid resources section, filled with videos and infographics, can significantly boost your online presence. This content not only attracts potential clients but also reinforces your expertise and highlights your services. Here are a few more reasons why you should consider incorporating a resources section on your website: 

1. Showcase Your Expertise 

A well-curated resources page highlights your depth of knowledge. Offering insights, advice and tips allows potential clients to gauge your expertise and assures them of your capabilities in guiding them toward their financial goals. 

2. Deliver Value

Clients seek clarity and informed decision-making. A resources page serves as a source of information, empowering clients with knowledge that instills confidence in their financial choices.

3. Enhance Your Digital Footprint

A resources page not only offers value to your existing clients but can also draw in new prospects. This boosts your website's SEO, amplifying your brand's online visibility, which can lead to attracting more potential clients.

4. Increase Trust 

Above all, consistently providing valuable content establishes you as a reliable advisor, reinforcing trust. This lays the foundation for enduring client relationships. 

A resources page isn't just a section on your website; it's an investment in your brand, client relationships and digital presence. If you're keen on reinforcing trust and amplifying your expertise as a financial advisor, it's time to prioritize building your resources page. 

Embeddable videos and infographics are available as part of HeyAdvisor’s Brand Pro subscription

Spotlight on Success: Real-World Applications of Our Content Library

Over the years, numerous financial advisors have leveraged HeyAdvisor's extensive content library to fill their resource pages, offering invaluable insights to their clients and bolstering their online presence. These examples shed light on how some of the best in the business have effectively leveraged our content to not only inform and educate but also to build lasting trust. 

Waxman Planning

Waxman Planning has built a section on their site dedicated to educational content which showcases insurance and estate planning solutions. 

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Assante Vancouver Centre

Assante Vancouver Centre used tags to sort the content by life events, making it easy for potential clients to easily browse relevant content.

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Wealth Stewards

Wealth Stewards further customized their content with HeyAdvisor’s Brand Pro plan, re-enforcing their brand recognition.

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HeyAdvisor is a digital content library that financial advisors leverage to connect with their clients. The highly engaging educational library of videos and infographics is white-labelled with advisor branding and can be integrated into email marketing campaigns, websites, client portals and social media. The intuitive library is grouped by life events making it easy to add value to the client relationship at times in their lives that matter most. Review our plans here.

Emily Reed
CEO and Co-Founder of HeyAdvisor
Emily is a former associate financial advisor with over 13 years experience in the financial industry. For over 8 years, she has also been working closely with advisors to help them create a more systematized business with a focus on attracting and retaining their ideal clients.

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