For financial planners and wealth managers, where regulation and trust shape everything. Credentials, a transparent process and a soft first-meeting CTA carry the design.
State your fiduciary status and fee model plainly - it is the differentiator clients search for. Walk through your planning process in the steps section, and keep the CTA low-commitment ("book a free intro call"), with required disclosures in the footer.
Financial advice is a high-trust purchase made by people who are worried about being sold to. The page has to establish who you are and what happens next, in that order, with no pressure applied.
Accreditations, how long you have practised, what you specialise in. This is the first thing a cautious prospect checks and the reason many advisor sites fail at the first screen.
Fee-based, commission, percentage of assets. Prospects are trying to work this out anyway, and stating it plainly is disarming rather than damaging.
Say what it covers, how long it lasts, that it costs nothing if that is true, and that no decision is expected. A soft first step converts a nervous visitor that a "get started" button does not.
The initial meeting can be booked directly through set up bookings. Keep the tone measured throughout: this is a category where restraint reads as competence.
Yes - you can start building with the Financial Advisor template for free. Paid plans unlock more projects, custom domains, and additional features.
It comes with 4 ready-made pages: Home, About, Services, Contact.
Fraunces for headings and Source Sans 3 for body text, on a palette built around #3b1f4a and #c9a227.
No. The Financial Advisor template is edited visually in the drag-and-drop builder - no coding at any point.
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