Welcome to Wealth Matters Consulting’s Ask Me Anything series – your quick resource for practical wealth management marketing tips. In each episode, we address key questions from wealth managers like you.
Today, we’re answering the question: Is your website helping or hurting your firm’s growth?
Your website is more than just a digital business card—it’s a first impression, a lead generator and a credibility builder. If it’s slow, outdated or difficult to navigate, it could be costing you potential clients.
In this Ask Me Anything episode, Carly Augeri shares how to optimize and update your website so it actively attracts, engages and converts visitors.
Key areas to focus on:
- Website Speed – A slow site frustrates visitors and lowers your Google ranking. Use tools like Google Page Speed to check load times and improve performance.
- Mobile Optimization – Over 50% of website traffic comes from mobile devices. A website that isn’t mobile-friendly risks losing potential clients before they even explore your content.
- Content – Engaging, relevant content keeps visitors on your site longer and improves SEO. Make sure your messaging is clear, informative and aligned with your audience’s needs.
- Modern Design – Small details like subtle animations, scrolling effects and video backgrounds create a more interactive experience and encourage visitors to stay longer.
At the end of the day, your website should do more than just exist—it should work for you.
Watch the full episode to learn how to assess your site’s performance and make improvements that support your business growth.
Need help evaluating your website? Contact us and we’ll help you be sure your site is set up for success.