Addressing these points will help you write content for the SERVICES page of your financial advisor website.  Your SERVICES page could simply list the services you provide – or you could include more content:

• Provide a comprehensive overview of the financial services you offer. This section should include a concise description of each service, outlining its purpose, benefits, and how it addresses the needs of your target audience. Use bullet points or subheadings to break down your services for easy readability.
• Highlight what sets your financial services apart from competitors. Identify your unique selling points, such as specialized expertise, personalized approach, or innovative solutions. Clearly articulate the value proposition that demonstrates why potential clients should choose your services over others.
• Include real-life examples or testimonials from satisfied clients to showcase the positive outcomes and benefits they’ve experienced from working with you. Your testimonial can be more personal – about working with you, rather than financial results (compliance people don’t want you promising financial results).
• Outline the process or methodology you follow when delivering your financial services. Describe the steps involved, from initial consultation to implementation and ongoing support. Transparency about your approach helps potential clients understand what to expect and demonstrates your professionalism and expertise.
• Highlight how your services can help clients achieve their goals, solve specific challenges, or improve their financial well-being.
• Consider whether you want list your fees, or pricing structure, on your financial website.
• End with a final call to action or invitation to contact you for more information or assistance.