How to dazzle new clients with your website


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 readers about this point and found that 65 per cent of those currently using or...

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