Financial AdvisorsDavid Goncalves
Should an Advisor Lead With Planning or With Investments?
Lead the site with planning or with investments, matching the hour you can explain in the room. Leave results off the page.
Financial Advisors
Financial AdvisorsDavid Goncalves
What Should a Financial Advisor's Site Say Before Someone Books a Meeting?
Say who the meeting is for and what the hour covers before anyone books. The booking step should repeat that same hour.
Financial AdvisorsDavid Goncalves
What Should an Advisor Ask Before Hiring a Firm to Bring Meetings?
Ask whether the meetings will match the people your page already describes. You still decide what happens in the room.