Financial Advisor Marketing Podcast

How To Turn Your Website's "About" Page into a Client Magnet


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I have personally reviewed 1000s of financial advisors' "About" pages over the years, and I am not exaggerating when I say that somewhere between 90 and 95% are just horrible.

They are actively repelling their ideal prospects.

The reason?

Most advisors think their About page is a resume in narrative form. And so, they say the same things: You went to such and such university, you have a CFP, you have 22 years of experience, and you live in Bucks County with your wife, two children, and a golden retriever named Buddy.

Let me be crystal clear:

Nothing in that paragraph of text means ANYTHING to your prospective clients. In fact, you're forcing them to ask the death blow question, "So what?"

That's why they run to your competitor's calendar instead of booking with you.

But here's the good news:

After listening to today's show, you'll know the exact recipe for what makes a good About page, what burning questions your prospects will have, and how to answer them in a way that makes them more eager to work with you, and only you, as their financial advisor.

Listen now.

Show highlights include:

  • The #1 reason why people aren't setting appointments with you (and how to fix it in a hurry by tweaking one overlooked, yet critical thing) (1:06)

  • The one and only thing your market is actually interested in (it's not your firm's history, it's not your CFP or the alphabet soup after your name, and it's not even your process!) (3:04)

  • How this one "hidden" aspect of your website kills more financial advisor deals. then market crashes, feed compression, and robo advisors … combined! (4:35)

  • 7 elements that turn your About page from a glorified resume that actively sends prospects to your competitors into something that's a certified client-generating machine (7:42)

  • 2 questions every prospect who lands on your About page is silently asking themselves (8:03)

  • The trick for helping your prospects feel seen when they stumble onto your About page (and why most advisors get this dead wrong) (9:28)

  • How to make each of your credentials and achievements hit 10x harder to your prospect and "ethically" force them to book a time (17:06)

  • How to talk about your family on your About page in a way that draws your ideal clients closer to you (18:48)

Since you listen to this podcast, I want to give you a gift:

If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven "objection busting" and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

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Financial Advisor Marketing PodcastBy James Pollard

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