Questions financial advisory firms get asked
These are the 8 questions financial advisory firms field most often. Each page below breaks down how customers phrase it, every element a complete answer needs, and which page on your site should own it.
How do you actually get paid?
4 elements a complete answer needs · belongs on your compensation and fiduciary disclosure page
What should I invest my money in right now?
4 elements a complete answer needs · belongs on your services and planning process page
What's your minimum account size?
4 elements a complete answer needs · belongs on your minimum account size and client fit page
Are you fee-only, and what does that actually mean for the advice I get?
5 elements a complete answer needs · belongs on your how we're compensated page
Do I need a minimum amount of money to work with you?
5 elements a complete answer needs · belongs on your who we work with page
What should I actually be investing in right now, given the market?
5 elements a complete answer needs · belongs on your our investment philosophy page
Once I'm a client, how often will I actually hear from you?
5 elements a complete answer needs · belongs on your what working with us looks like page
What happens to my money if your firm shuts down or you retire?
5 elements a complete answer needs · belongs on your custody and continuity page
Which of these does your site answer?
Point RubyRep at your website and ask it all 8. The ones it cannot answer are the ones your customers cannot find either.