Advisors’ websites are still the most trusted source of information for clients, but increasingly those websites are being accessed by mobile devices.
Well-designed websites are much more valuable to advisors trying to attract millionaire clients, according to a study by Spectrem. The report found over half of millionaires prefer to go to a financial firm’s website for information. Just 12% prefer using an app. Advisors need to make sure that their website is mobile-friendly and updated frequently, the report suggested.
(Related: 4 Ways to Keep More Clients)
“While many investors continue to use their computers to access financial sites, be assured that many will start to rely more on their phones in the future. Make sure your site is mobile optimized,” according to the report.