Financial Advisor Showcase: Financial Steward Associates, LLC

Based out of beautiful Boulder, CO, Financial Steward Associates, LLC was built on our Pupil framework, which offers a clean feel with dropdowns and a multi-page setup. From the beautiful homepage images to the strategically placed calls to action and more, there is so much that we love about this website. Ready to dive in and learn more?

7 Top Website Features

1. Beautiful Hero Image

We love the colors and the hero image that captivates readers from the start. The serene image of the sun rising through the trees immediately puts visitors at ease and makes them want to stay on the site to find out more.

2. Use of Accordion Features

Accordions are great for hiding and revealing content to keep pages short and to the point, so we love the streamlined feel for comprehensive financial planning section. The services that they provide are:

• Holistic Thinking
• Wealth Empowerment
• Unique Strategies

The details behind each are concealed then easily revealed by simply clicking on each tab.

3. Strong Use of Calls to Action

A strong call-to-action is key for prompting your visitors to take that next crucial step, and they have done a great job of including CTAs on their website. There is one directly on the hero image, “Discover Our Advantage,” which then takes visitors to the FSA Advantage where they show their steps plus a unique image. Upon finding out more about this, visitors can then click another CTA, “Our Financial Plans,” where they find out more about their offerings. By utilizing these correctly, it not only helps people to navigate easily through the site to find out more but it may keep them on the website longer, therefore boosting their SEO.

As you can see in the below image, once scrolling below the comprehensive financial planning, you are taken to another section with the statement, “We take our relationship with you seriously and we’re dedicated to building a genuine connection.” Below that they have included two different CTAs that followers can click on, and the options are:

• How We Plan For Your Independence
• How We Manage & Preserve Your Wealth

Both of those statements are incredibly enticing and powerful words, which makes prospects want to click on them and find out how they can do each of these things and how Financial Steward Associates can help them do this.

4. Use of Pop-up Windows

Pop-up windows are a great way to condense content on a page into a click to open window. They have chosen text on their website and when advisors use this on their website, it’s much more streamlined so that you can provide your readers with a lot of information while still maintaining a clean appearance. They offer a lot of services to their clients and they are able to convey this in a way that informs but keeps the site looking streamlined.

5. Inclusion of Fees

We often discuss how important it is to include fees on your website for transparency’s sake and to attract more qualified leads, so we love how they have chosen to incorporate fees on their website in a way that is incredibly easy to understand. They have their fees spelled out in:

• Gold Level-Comprehensive Financial Plan
• Silver Level-General Financial Plan
• Bronze Level-Retirement Plan

The fee is listed right next to the plan, making it very simple to know what it costs. This also allows prospects to self-qualify themselves, making for a more productive initial meeting.

6. Strong Contact Page Makes It Easy to Get In Touch

If your visitors are not able to easily get in touch with you, then this cuts down on your lead generation. They keep their website simple yet it contains multiple ways for prospects to easily reach them. On their contact page, they have included:

• Contact Form
• Email
• Phone Number
• Address
• Fax Number
• Map

The form field asks for the usual name, email and phone number but has also included a section in case prospects want to discuss the number one issue they would want help with and what is their number one financial goal.

7. Community Page Shows How They Give Back

We love that they have provided an in-depth section showing how they give back to the community. It’s important to give back to the community and even though financial advisors and their teams are incredibly busy, they still find the time to support worthy causes in the community.

Additionally, they are starting students early on the importance of financial planning with the FSA Scholarship that is designed to heighten the awareness of personal financial planning and fiscal responsibility to graduating high school students.

It is available to any graduating high school student who has plans to attend any post-secondary educational institution. This shows how much they care about bettering those around them and creating a stronger financial future for all.

Final Thoughts

There is a lot that we love about our job, but the best part is that we get to help advisors create a website that is completely unique to them that helps them to create a stronger overall online presence. No matter who the advisors that we work with cater to, we are able to make it completely theirs so that they can drive more traffic to their website.