Netwealth Business IQ Webinar: Fix your website in an hour - slides

Before we get started

This document is for general use.

This information has been prepared by Netwealth. Whilst reasonable care has been taken in the preparation of this presentation using sources believed to be reliable and accurate, to the maximum extent permitted by law, Netwealth and its related parties, employees and directors and not responsible for, and will not accept liability in connection with any loss or damage suffered by any person arising from reliance on this information.

as the trustee of the Netwealth Superannuation Master Fund, is a provider of superannuation and investment products and services, and information contained within this presentation about Netwealth’s products or services is of a general nature which does not take into account your individual objectives, financial situation or needs. Any person considering a financial product or service from Netwealth should obtain the relevant disclosure document at www.netwealth.com.au and consider consulting a financial adviser before making a decision before deciding whether to acquire, dispose of, or to continue to hold, an investment in any Netwealth product.

General use only – May 2023

This Document Is for General use. Modification of content is prohibited unless you have Netwealth’s express prior written consent.

Before we get started

1 CPD available

Must respond to a postevent survey emailed to you

Enter

in the

We will get to them either during or at the end of the webinar

Introducing our guest speaker

Lisa Greensill, Strategist and Co - creator, Brandover

• Brand and Copy strategist and Co-creator of - a creative collaboration focused on taking the bland out of financial brands.

• Purpose and personality to make businesses relatable, memorable and referable.

• 2022 IFA (Independent Financial Advisers) Marketing Consultant of the Year and Women in Finance Marketing Professional of the Year.

5-Step website formula to convert eye-balls into appointments

Lisa Greensill

Brand + Copy Strategist

big The problem

It's noisy out there

Survive and Thrive

What you'll get out of this session

Why your website is costing you clients

How to be a magnet for perfect-fit clients that 'get it' when they land on your website

The 5-step website formula that converts eye-balls into appointments

Practical checklist and template to help you fix your website

'Spray and pray ' approach to the words and design. No strategy.

Why your website is costing you clients

Financial jargon and corporate language. Not human friendly.

Speaks to everyone. Not targeted.

Doesn't work on mobile. Not responsive.

Source: https://www.similarweb.com/platforms/australia/

Know your perfect-fit client

So they just 'get it' when they land on your website

Bronwyn and Simon

Goals / Dreams

Send their kids to mid-tier private schools ($15-20K p/a per child)

Fun and indulgent holidays (paddle-boarding, nice restaurants, relax poolside)

Make sure their kids are looked after if something happens to them

Frustrations / Problems

Feel like they are not getting ahead financially

FOMO - worried they are missing out on financial opportunities (haven't done bitcoin, don't have an investment property)

Information overload - too much noise

Time-poor - juggling kids and careers

AGE: 38, 39

WORK: HR manager (P/T) Tech company executive

FAMILY: Married with 2 kids (8, 6)

LOCATION: Greater Geelong Area

FINANCIALS

COMBINED INCOME: $250,000

FAMILY HOME: $1,300,000

INVESTMENT PROP: Nil

COMPANY SHARES: $150,000

SUPER COMBINED:: $400,000

HOME MORTGAGE: $650,000

INSURANCES: Life, TPD, IP - inside super

The choice to stop working full-time as soon as is financially possible (don't want to wait for their super to vest before they retire)

Advice triggers

Debt management

Large tax bill

Starting a business

Redundancy / Leaving employer

Preparing for early retirement

Unexpected inheritance

Backup plan (insurance / estate planning)

Health scare

We want to enjoy our money now (guilt free) and set ourselves up for the future.

Unsure how they will juggle meeting high living costs and progress

Read Barefoot Investor or She's On The Money but didn t take action

Handcuffed to their job - not confident in their financial situation to pivot or change (start a business, wind down work)

Personality

OPTIMISTIC DRIVEN

PRAGMATIC HUMBLE

Online / socials

DAILY OCCASIONALLY

5-step website formula

Key issues and fixes to turn your website into a marketing machine

Your home page header is confusing 01

website fix 01

Simplify and clarify your header

Include a clear and concise statement of what you do.

Explain how you make the client's life better.

Tell them how to get started.

There is no clear call to action 02

website fix 02

Add clear call to actions

Include a clear, direct call to action. i.e. Book a call

These are your "cash registers"put them everywhere

Give visitors a transitional call to action - ebook, webinar, checklist

03

You're the hero

Your client is the hero - speak their language

Be the guide

Be the guide by establishing empathy and authority

Show your accreditations, awards, online reviews (ie. Google reviews)

Include video testimonials / success stories

Authority

You haven't provided a plan 04

Engagement

What is the first step to get started?

Experience

What's the main thing that happens?

Success

What does success look like?

Your website is cluttered and confusing 05

Hans Hofmann

The ability to simplify means to eliminate the unnecessary so that the necessary may speak.

Bold headings that tell the big picture story

Make copy clear, concise and infuse with your personality/voice

Use icons to visually communicate key points

Include authentic photos that are trueto you and your clients (i.e. your local area, office, team, clients)

ncudeauthentcphoosthataretrueoyouandyourciens eyourocalareaoffceteamclents

Bodheadngsthattelthebg picturestory

Makecopyclea concseandnuse wihyourpersonaty/voce

Useconstovsualycommuncae keypons

Simplify and clarify your header

5-steps to fix your website

Include clear call to actions

Make your client the hero of the story and your business the guide

Provide a 3-step plan

Get rid of clutter by refining the copy, layout and visuals

Free tools to fix your website

Helping financial advisers be relatable, memorable and referable.

Thank you