Portfolio | Building Trust for a Financial Advisor

 
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Overview

Mike Vamvakaris is a financial advisor with over 20 years of experience. He’s very genuine, honest, and builds friendships with his clients. His expertise and advice are superior but what makes him stand out is his customer service. He’s really focused on helping rather than sales.

His target audience is men aged 40-55 but has clients range from teenagers to retirees. New business comes in via referrals so he needed his website to show his authority in his field, promote insurance as well as investments, and give easy access to their investment account.

Services:

Strategy
Website branding
Photo research
Copywriting
Portraits
Site Mockups
Site Build

 
 

 
 
 
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STRATEGY + DELIVERABLES

  • Mike’s clients aren’t just looking for a financial advisor. They’re looking for stability and security for themselves and their families. Putting these into someone else’s hands is a big decision – so building trust through the website is the #1 goal.

  • A good way to do this is to use high-quality images that reflect the quality of the service clients can expect.

  • Note that the images are not of financial advisors at work – what you may expect to see – but of the results the clients are looking for. They want to be financially and emotionally secure and to be able to pay for the big family events to come in their lives. By having images that show these results they see that Vamvakaris Financial understands them.

  • Testimonials are included as social proof for building trust, showing what it’s like to work with Vamvakaris Financial.

  • We helped promote insurance by giving it it’s own navigation tab. In busy travel seasons the announcement bar at the top promotes their travel insurance and they can have a hidden sales page to link to for more details.

  • It’s easy for clients to quickly access their account with a link directly in the main navigation.

  • We added more quick links in the footer so they’re accessible from every page on the site.

  • Most new business comes from referrals, but Mike will be adding a blog/newsletter to help bring more traffic to his site.

 

 
 
 
 
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Homepage design

 
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“We love the new site. The positive feedback keeps coming in!”


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Take-away

Remember that your customers needs go deeper than what appears on the outside. What’s behind them looking for your service? What’s keeping them up at night? That’s what you need to address on your site and in your marketing.

 
 
 

Want to look fabulous online?

I’d love to help. Connect with me here.

 
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