Website Design Best Practices for Wealth Managers

Columbia University, School of Professional Studies

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97% of website visitors do not convert on the first visit. So what is the quickest way to get your website visitors to think "YES! I need to work with this person!"?Join the Wealth Management program on November 15th at 12:00 p.m. ET as Samantha Russell, a marketing consultant for wealth advisors, explains the psychology behind the website design practices proven to work to attract and convert leads for financial advisors. Aaron Alley, Lecturer for Columbia University’s Master of Professional Studies in Wealth Management program and graduate of Columbia University's Master of Science in Strategic Communication program, will moderate this discussion.You'll learn:<ol><li>How to create Calls to Action to get more clicks</li><li>Whether or not your website passes the 5 second test</li><li>The best way to write your bio</li><li>The best types of images to use</li><li>The best SEO (search engine optimization) strategies for 2022</li></ol>Speakers<ul><li>Samantha Russell (Chief Evangelist, FMG Suite and Twenty Over Ten)</li></ul><ul><li>Aaron Alley (Lecturer, Columbia University’s M.P.S. in Wealth Management program; Senior Manager and Vice President, Dimensional Fund Advisors)</li></ul>QuestionsFor questions, please contact sps-wealthmanagement@columbia.edu.For additional information about program offerings at the Columbia University School of Professional Studies, please contact an Admissions Counselor at 212-854-9666 or inquire@sps.columbia.edu.

<h3>About the Speakers</h3><a href="https://samantharussell.twentyoverten.com/" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Samantha Russell</a> (Chief Evangelist at FMG Suite and Twenty Over Ten)Samantha is the Chief Evangelist at FMG Suite and Twenty Over Ten. Sam helps financial advisors create digital marketing strategies that produce explosive growth through website development, content marketing, SEO, social media and video. A prolific speaker and content contributor, she often appears on stage at financial conferences in the pages of well-known industry publications. She is an Investment News 40 Under 40 award winner and was recently named to the "10 to Watch" list by WealthManagement.com in 2020. <a href="https://sps.columbia.edu/faculty/aaron-alley" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Aaron Alley</a> (Lecturer, Columbia University’s M.P.S. in Wealth Management program; Senior Manager and Vice President, Dimensional Fund Advisors)As a Senior Manager and Vice President in Dimensional’s Global Client Group, Aaron Alley oversees the firm’s U.S. conference strategy. In this role, he helps develop the strategy on client education, conference content, speaker training, and industry event participation.Additionally, Aaron is a frequent speaker at both conferences and events across the nation.Before joining Dimensional, Aaron spent close to a decade at Citigroup in Los Angeles working in a variety of roles across subsidiaries, including Salomon Smith Barney, Citi Private Bank, and most recently as a financial advisor at Morgan Stanley Smith Barney.A CFP® professional, Aaron earned his M.S. in Strategic Communication from Columbia University and his BA in economics from the University of Illinois at Urbana-Champaign. He resides in Austin, Texas, with his wife and two daughters.

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Website Design Best Practices for Wealth Managers

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