Partner Spotlight: Advisor Websites Helps Financial Professionals Build a Strong Online Presence



Prior to our joint webinar on May 10, we’d like to introduce Advisor Websites! Advisor Websites is an industry leader in the website-building space and makes it easy for financial advisors to build and maintain a compliant friendly website that truly reflects who they are without spending exorbitant amounts of time, energy and money.

As a financial professional, having an impressive website is imperative to your success since your website is a direct representation of you. With Advisor Websites’ powerful and intuitive website-builder software, you can ensure you’ll have a strong online presence to grow your business.


Why do you need a website?

  • Prospects and referrals: your website is like an online business card containing your contact information and a summary of services you provide, which is available to anyone with an internet connection. This means you can capture leads at any time of the day without having to do anything! 
  • Staying relevant: with a website, you can stay top of mind with clients, and provide value for clients who rely on you to keep up-to-date with industry news and trends. 
  • A website gives your business credibility and shows you are legitimate: if you aren’t searchable online, prospects would immediately discredit your business and look elsewhere. 
  • Saves you time and money: updating and re-distributing print media advertisements is costly and time-consuming. Utilizing a website lets you keep your clients and prospects well-informed since you can update information about your business easily and as needed.


Here are our top 6 features of Advisor Websites:

1. Responsive Design:

Consumers today are always on the go and using different types of devices to research businesses (i.e., smartphones and tablets). By designing with Advisor Websites, you ensure your website will self-adjust to and look good on any device or screen size.


2. Customizable and Eye-Catching Layout:

The drag-and-drop style of Advisor Websites’ platform gives you the freedom to design your website the way you want. You can easily rearrange pre-styled building blocks on your website and have it up and running in less than 3 minutes!


Also, Advisor Websites makes it easy to add video banners to your website and give it that extra touch it needs to outshine your competition (see an example here at

3. Lead Data and Statistics: 

With Advisor Websites, you have access to important data that you can use to continually improve your website's performance. With their statistics tool, you have insight into how much traffic you're getting, which types of content are performing well, the amount of time spent on your website, and more! Also, Advisor Websites has built a Lead Manager feature which allows you to easily export your lead data.


4. Meet All Compliance Requirements:

With so many rules to follow, it’s hard to know exactly what information you can or cannot post. Advisor Websites’ compliance tool streamlines the revision process for you. Any updates to your website get sent straight to your compliance department for approval, and then automatically appear live on your website once approved. 


5. Award-winning Customer Support:

Advisor Websites makes every effort to ensure their customers succeed. With an extensive Knowledge Base resource on their website, along with a team of trusted website experts, they are dedicated to helping you make your website into a lead generating machine! If you ever need guidance on how to optimize your website, submit a support ticket or give them a call, and they'll be happy to help you every step of the way! 


6. Pre-Written Financial Content and Auto-Publishing:

It’s extremely important to have engaging material posted on your website regularly, to ensure your clients have a reason to come back for more and to ensure you catch the eye of first-time visitors, however, it’s time-consuming to produce on your own. With Advisor Websites, you have access to an extremely useful Content Library, which is equipped with pre-written articles, presentations and videos for you to use as your own. Advisor Websites lets you set it and forget it by giving you the power to auto-publish content on a schedule that works for you! 



Redtail is fully integrated with Advisor Websites

Redtail and Advisor Websites have been integration partners for quite some time, and used together the two platforms can help financial advisors capture online leads.

The Redtail-Advisor Websites integration enables financial professionals to create an unlimited number of customizable lead capture forms from their website, which automatically imports the contact information into their Redtail account. Advisor Websites takes care of making your practice look great online to draw in prospects and generate new leads, and Redtail takes care of capturing these new leads. You can save time by automating your lead capturing strategy and setting up workflows that trigger activities every time a web lead enters the system.

To integrate these two, all you need is an Advisor Websites account and a Redtail account. With this pairing, you’re well on your way to having a high-performing website that works hard for you.

If you don’t yet have a website, or you’re looking to update your current one, check out to learn more about how you can have a top-performing website too. Click here to book a demo today.


You can see a demo of Redtail CRM via a live Quick Start webinar (register here).