How to dazzle new clients with your website

clock

Catherine McEwing, head of individual software (Europe) at Morningstar, on how to make your website a shop window for your firm.

An effective website can help IFAs to achieve several worthwhile goals including client acquisition, well-rounded client communication and a competitive edge. Yet two-fifths of IFAs surveyed recently by Morningstar are not online. Others are online but not in any meaningful way, viewing their website only as their ‘online business card’. So, what should an IFA include on his or her company website to ensure an informative and engaging experience for clients and prospects alike? We polled the Morningstar.co.uk readers about this point and found that 65 per cent of those currently using or...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on TMT

TMT

Tech review: 7IM

This week Mark Loosmore of AT8 Group looks at the evolution of 7IM's platform, which uses an open architecture approach to provide greater independence.

Mark Loosmore
clock 10 March 2011 •
TMT

Time to aim for the cloud

Nick Eatock, chief executive officer of IntelliFlo, examines the development of cloud-based applications.

Nick Eatock
clock 10 March 2011 •
TMT

Tech review: Transact

This week Mark Loosmore of AT8 Group goes to Transact, the largest and oldest of the pure wrap platforms

Mark Loosmore
clock 03 March 2011 •