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Mastering a great (digital) first impression to attract your ideal client

After many years at several large wealth management firms, Jared Tanimoto, Founder and President of Ascent Wealth, recognized there was a major flaw in the system. The methodology used by these big firms wasn’t designed to put the client first.

Not wanting to be part of that system, Jared Tanimoto decided to leave his sales commissions and incentive bonuses to become a pure fiduciary financial advisor. In 2017, he founded Ascent Wealth Advisors, a Registered Investment Advisor (RIA) firm.

Now he implements a unique and custom-tailored financial planning process combined with institutional quality wealth management to help his clients prepare for retirement. His biggest tip for financial advisors taking the leap, much like he did a few years ago, is to invest in your first impression: Your website.

The true value of a storefront website

Creating a storefront website gives more visibility to your financial advisory firm while allowing you to influence and convert potential clients with the experiences of existing ones. 

Most people today expect the same digital experience that eCommerce and retail websites provide. This looks like easy-to-navigate interfaces, human-centric copy, seamless design, and most importantly, an answer to their problem. 

Here’s how to get started with building a website that allows you to connect with your visitors.

1. Put yourself in your clients’ shoes

Standing out as a financial planner is tough—it’s a competitive market and many advisors offer similar services to the same type of client. Try looking at the situation from the perspective of your ideal client type. What challenges do they face? What unique advantages do you have? 

For Jared, that meant going to his current clients and asking them what questions they had when they first reached out to him. He then worked backwards to ensure he was proactively answering those questions on his website and offering resources that would help potential clients during their “shopping” stage.

2. Leverage digital tools and expertise

Nowadays, getting a website live can easily be done in an afternoon—but is it going to attract and engage the right visitors? It’s crucial to spend time crafting the right messaging and investing in the right platform and details. 

For example, Jared hired copywriters to write the copy on his website. With their expertise, he was able to share his unique story in a way that compels readers to stay on the site and perform the next desired action. 

In addition to this, he uses website tools like a sticky nav bar that follows you down the page as you scroll. This menu also resizes and adjusts to your browser size. Website functionality like this is keeps visitors engaged and moving from page to page. 

The Road to One Hundred Million

3. Connect on a human level

In the financial services industry, it can be easy to get caught up in the lingo we use day in and day out. Your website can serve as a great tool to communicate with potential clients to figure out exactly what the problem is that they are trying to solve. And then, an opportunity to give a real, tactical, and actual answer to their challenge. 

For example, instead of using blanket statements like “comprehensive financial planning,” share your services in a step-by-step manner that helps visitors understand what it is you offer.

Your website can also influence visitors by offering social proof and client-centric content, like case studies and testimonials. Simply put, when you create a storefront website that is user-friendly and easy to navigate, you boost engagement, client loyalty, and website conversions.

Disclaimer: The views expressed in this video by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided. 


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