AdviceTech Podcast #88 – Simply Advice Websites – Transcript
AdviceTech Podcast 20 June 2024
Episode details
0:00 – Intro
5:02 – Creating a successful financial advice website, including trust-building elements and Calendly integration.
12:17 – Building a website for advisors, focusing on foundation-building and enhancements.
16:50 – Improving advisor websites with centralised legal documents and customized forms for better lead qualification.
23:07 – Automated lead qualification, pricing transparency, and common website mistakes.
27:38 – SEO strategies for businesses using blogs and other digital marketing tactics.
33:37 – Jacqueline’s tips on using chatbots and third-party integrations.
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