benchmark: financial advisors use of websites

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advisorwebsites.com © 2010 Results based on survey conducted amongst 150 financial advisors in the USA and Canada Loic Jeanjean on behalf of advisorwebsites.com © 2010 BENCHMARK: FINANCIAL ADVISORS USE OF WEBSITES

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Advisor Websites’ survey of 150 financial advisors (83% from the USA) includes a lot of data on how professionals of the financial services industry are using their website, what results they are getting and what expectations they have set. For example, 52% say they are not tracking how many visits they receive each month.

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Page 1: Benchmark: financial advisors use of websites

advisorwebsites.com © 2010

Results based on survey conducted amongst 150 financial advisors in theUSA and Canada

Loic Jeanjean on behalf of advisorwebsites.com © 2010

BENCHMARK:FINANCIAL ADVISORSUSE OF WEBSITES

Page 2: Benchmark: financial advisors use of websites

Benchmark: Financial advisors use of websites

HIGHLIGHTS

75% of advisors use a website39% of websites are template based24% never update their websitesOnly 15% have a Google map to their office52% don’t track visitors46% have linked their LinkedIn to their site46% are very satisfied by their website

Page 3: Benchmark: financial advisors use of websites

Benchmark: Financial advisors use of websites

DEMOGRAPHICS

Page 4: Benchmark: financial advisors use of websites

Benchmark: Financial advisors use of websites

ADVISORS CURRENTLY RUNNING A WEBSITE

Page 5: Benchmark: financial advisors use of websites

Benchmark: Financial advisors use of websites

TYPES OF WEBSITE USED BY FINANCIAL ADVISORS

Page 6: Benchmark: financial advisors use of websites

Benchmark: Financial advisors use of websites

HOW OFTEN ADVISORS UPDATE THEIR WEBSITE

Page 7: Benchmark: financial advisors use of websites

Benchmark: Financial advisors use of websites

COMMON FEATURES ENABLED BY ADVISORS ON THEIR WEBSITES

Page 8: Benchmark: financial advisors use of websites

Benchmark: Financial advisors use of websites

ANALYTICS SOLUTIONS USED BY ADVISORS TO TRACK VISITS ON THEIR WEBSITES

Page 9: Benchmark: financial advisors use of websites

Benchmark: Financial advisors use of websites

AVERAGE MONTHLY TRAFFIC RECEIVED BY FINANCIAL ADVISORS

Page 10: Benchmark: financial advisors use of websites

Benchmark: Financial advisors use of websites

SOCIAL MEDIA SITES LINKED TO FINANCIAL ADVISOR WEBSITES

Page 11: Benchmark: financial advisors use of websites

Benchmark: Financial advisors use of websites

FEATURES FINANCIAL ADVISORS LIKE THE MOST ON THEIR WEBSITES

Page 12: Benchmark: financial advisors use of websites

Benchmark: Financial advisors use of websites

FEATURES FINANCIAL ADVISORS WOULD LIKE TO ADD/CHANGE ON THEIR WEBSITES

Page 13: Benchmark: financial advisors use of websites

Benchmark: Financial advisors use of websites

FINANCIAL ADVISORS OVERALL SATISFACTION OF THEIR WEBSITES

Page 14: Benchmark: financial advisors use of websites

Benchmark: Financial advisors use of websites

ADVISOR WEBSITES IS NORTH AMERICA’S LEADING PROVIDER OF WEBSITES DESIGNED SPECIFICALLY FOR FINANCIAL SERVICES PROFESSIONALS. IT WORKS CLOSELY WITH ADVISORS AND FINANCIAL INSTITUTIONS TO DELIVER EFFICIENT; COMPLIANT AND HIGH QUALITY PRODUCTS.

LOIC JEANJEANOnline Marketing Manager [email protected] jjloic advisorwebsites