Couverture de Advisors Websites That Win | Clear Niche, Clear CTA, Clear Next Step

Advisors Websites That Win | Clear Niche, Clear CTA, Clear Next Step

Advisors Websites That Win | Clear Niche, Clear CTA, Clear Next Step

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 Most advisor websites are doing one job: proving you exist. But a great website does something very different. It creates trust fast, speaks directly to your best-fit client, and builds an actual pipeline you can nurture. In this episode of The Advisors Business Hour, Sherry Sarver Johnson sits down with Jeff from Caddis, LLC to break down what makes an advisor website work in 2026, and what quietly kills credibility. You will learn:
  • Why “electronic business card” sites lose opportunities
  • The fastest trust builders: tone, clarity, and client-first language
  • Why niching down beats trying to appeal to everyone
  • The silent killers: dated templates, complicated navigation, no CTA
  • How SEO and “ranking in AI” changes the website game
  • Why a funnel helps, and why the buyer journey is never linear
  • A website is not a credential. It is the first step of trust-building. Advisors Business Hour Episode 4
  • Most advisor sites are advisor-centric. Convert to client-centric language and outcomes. Advisors Business Hour Episode 4
  • Niching down is not limiting. It reduces competition and increases relevance. Advisors Business Hour Episode 4
  • Visual credibility matters, but messaging must match the design. Advisors Business Hour Episode 4
  • Decide the website’s primary goal: organic client growth vs advisor recruiting. Advisors Business Hour Episode 4
  • The funnel is useful when it separates marketing (attract, qualify) from sales (convert). Advisors Business Hour Episode 4
  • The prospect journey is messy. Your presence has to bring them back after distractions. Advisors Business Hour Episode 4
  • SEO still matters, and “ranking in AI” is becoming a new battleground for visibility. Advisors Business Hour Episode 4
“Silent killers” website checklist (copy for a carousel or post)
  • No differentiation, looks like everyone else
  • Dated template vibes
  • No clear call-to-action
  • Complicated navigation
  • Boardroom stock photo culture
  • Advisor-centric copy instead of client-centric outcomes Advisors Business Hour Episode 4


🎧Created and hosted by Sherry Sarver Johnson and Jeff Mount | Produced by BraveHeartsTV Network and powered by Beneficial Business Solutions.

For resources, show notes, and links to featured strategies, visit AdvisorsBusinessHour.com.

To learn more about Jeff’s work with financial advisors, visit Caddis.biz.
And to explore business automation and growth tools, visit BeneficialBusinessSolutions.com.

Follow The Advisors Business Hour wherever you get your podcasts, and remember:
Build with purpose. Grow with integrity. Scale with confidence.
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