People choosing an advisor are cautious. A clear site that explains what you do, how you are paid and who you help earns the first conversation.
An example financial advisor site, built from sample interview answers.
Planning, investments or retirement, with how you charge set out plainly.
Qualifications, registrations and experience in your about section.
Testimonials where your regulator allows them, in clients’ own words.
A booking link or contact form for an introductory call.
Rocale asks what you do, then proposes these sections and drafts the copy for you. See plans and pricing.
Yes. Add a custom section for regulatory disclosures and link your full disclosure documents.
Messages are stored in your dashboard and emailed to you. Ask people not to send account numbers or sensitive financial details through the form.
On Pro and Studio you can connect a domain or subdomain you own, such as advice.yourfirm.com.