A landing page is just one of the tools that financial advisors, RIAs and asset managers use to land a new client.

It’s what prospective clients click on the get your free offer. But what does it take to land your landing page?

Focus on Your USP

What’s your Unique Selling Proposition? What is it about your investment style, strategy, or story that makes you different and better? You need to say so on your landing page.

Have a Hero Shot

“The hero shot is the visual representation of your offer and can help people to gain a better understanding of what it is or what it looks like, said Oli Gardner, co-founder of Unbounce, a firm that specializes in creating high-converting landing pages.

Get Rid of Clutter

You want prospects focused on filling out your form. Anything else is a distraction, even a link to your website.

Keep it Short

The more information you ask prospects to give you, the less chance that they’ll provide anything. Make it simple. At minimum, you should ask for a name and email address. Optional: phone number, company name, and pain points. You may also want to ask for assets under management to help qualify leads.

Say Thank You

After your prospective client has completed the form, you’ll want to auto-direct them to a thank-you page. The thank-you page can also include how to call for a consultation.

For more detail on how to land your landing page, check out our eBook, “What’s a Landing Page and Why Do Asset Managers Need Them?” which you can download by clicking right here.