Best Website Builder for Financial Planning Firms: Our Recommendation
Our #1 recommended website builder for financial planning firms is GoDaddy. Its tool has made vast improvements over the past few years and has become the simplest and most intuitive drag-and-drop website builder on the market.
Using the GoDaddy Website Builder for Financial Planning Firm Websites
It’s important to understand what your goals are when you begin creating a website for your business. When making a financial planning firm website, the primary objectives of your site will be to:
- Schedule meetings and save valuable customer information for future engagements
- Connect with customers quickly and often with the chat feature
- Create an online home for new customers to find your business
The GoDaddy website builder is an expansive tool, allowing users to create the right website for their particular business. For a financial planner, you’ll want to connect with customers and plan for personalized meetings. An excellent feature in the website builder for organizing these meetings is appointments.
With the appointments feature, you’re able to schedule dates and times and make specific notes about the clients you’ll be meeting. Capturing vital customer information allows you to approach each client with a unique plan for their financial needs.
Clients can also go to your website to schedule meetings, based on your availability or open days on your website calendar.
You can make adjustments to your business information, whenever needed, and then share said information with your customers through your website, too. Keep your customers aware of your daily, monthly, and weekly schedules to ensure you maximize your customer services.
You can choose between methods for sending information to all the customers in your contact lists or just personalize messages to individual clients. Send SMS or email messages to alert clients of business changes or adjustments in scheduling. Or send an individual client a reminder to sign off on needed documents.
For additional connectivity with clients, enable the chat feature for your GoDaddy build. Chat allows you to open up conversations with your customers either directly from your website, or from mobile devices.
Keeping close communications with clients allows you to send and receive vital and timely information. For example, market fluctuations sometimes call for quick decision making. You don’t want to lose a client over lack of communication channels.
As with almost all of the GoDaddy website builder features, you’re able to edit and personalize your chat area to fit with your other features and functions. GoDaddy’s builder is able to easily integrate the chat feature into your website build, so it works seamlessly with all of the other features you choose.
Getting Started With GoDaddy
One of the other major benefits of the GoDaddy website builder is the ease of getting started. When you log in to the builder for the first time, you will see a two-question form. For “Choose a category,” type in “financial planning firm” in the provided field and click “Next.” Then, on the next screen, type the name of your business.
After about 10 seconds, GoDaddy will take you to the front page of your new website.
GoDaddy’s builder uses artificial intelligence (AI) to better understand your business name and type so as to construct a template that’ll best suit your business.
Once you make it this far, it’s as simple as customizing the information on the pre-built pages to match your business, and you’ll have a semi-custom website that’s ready to be published to the web — all in less than five minutes.
Of course, depending on the level of customization that you would like to do, you can continue to add, change, and move things around until you have your dream website!
Cons of the GoDaddy Website Builder for Financial Planning Firm Websites
While this website builder is our recommended pick for financial planning firms, it’s not totally flawless. There are a few things that may push certain users to other builders. These cons include:
- Website build options can limit your possibilities—If you find yourself looking for more refined and specific adjustments for your website, you may be left wanting more with the GoDaddy builder. That’s not to say that it isn’t a great website builder, though. GoDaddy’s streamlined and user-friendly design is great for getting a quality website completed. But, if you are looking for more options or adjustments for your website design, you may want to visit other builders, such as WordPress or Wix. The scope of your build plans may increase, but the time and effort spent on your website build will most likely increase, as well.
- Overall speed of the website — When testing the performance of GoDaddy websites, the speed of website loading and rendering was a little low. If you are creating numerous pages or features, you may run into a performance problem. At the same time, the speed is comparable to many other websites with fewer features and fewer positive user functions. Overall, the SEO of GoDaddy sites performed well and is comparable to many other website builders.
GoDaddy Website Builder Summary
Overall, the GoDaddy Website Builder is our #1 recommendation for financial planning firm websites. The pros outweigh the cons by a mile.
Check out the GoDaddy Website Builder for yourself and get a 30% discount by using our link.
Other Website Builders for Financial Planning Firms
Like most website builders nowadays, Web.com enables users to quickly create a functional website without needing to write a single line of code. It also includes an extremely affordable signup offer for the first month, which allows for time to learn the platform before having to truly pay for it. As one of the first website builders available on the internet, it has also perfected the art of drag-and-drop functionality and includes fast uptimes, allowing your site to be better optimized for search engines.
The problem is that Web.com hasn’t entirely updated with the times. Its templates feel a bit outdated, and there are moments when using the editing tool feels a little less intuitive than it does on more modern platforms like GoDaddy, Wix, or Squarespace. Additionally, despite the low cost of premium plans at signup, these prices skyrocket after the first monthly billing cycle. This may make it seem like an affordable option, but in practice that might not shake out to be true.
WordPress is one of the most popular website builders on the market, and with good reason. This content management system (CMS) is highly customizable, endlessly flexible, and can be one of the least expensive options available to small business owners. WordPress consistently ranks as one of the best website builders in the world, and it can be a good choice for your business website.
However, WordPress does have its drawbacks. Site owners must purchase their own domain name and hosting package, and they also have to perform routine maintenance tasks like updating their website and plugins and conducting site backups. In addition, WordPress is not an easy-to-use builder, especially when compared to other recommended options like GoDaddy, Wix, or Web.com. Typically, we only recommend WordPress to business owners who already have experience with the builder or are more tech-savvy.
Wix consistently ranks high in our list of best website builders, and it’s easy to see why. Having been around for a while, Wix has updated well with the times and remains a very sleek, modern platform where users can create a high-performance website without having to spend too much time learning about web design. Its templates feature beautiful designs, and there are many customization options available — as well as a (very limited) free plan for users looking to save some money.
Despite all of this, some of these added features come with an extra layer of complexity. Using Wix’s editor is simply not as easy and intuitive as some of its competitors. Wix also lags behind when it comes to analytics and other basic metrics a small business owner will need to keep track of growth. Finally, despite offering a free plan, there are a lot of features missing from it — like a Wix subdomain — and Wix premium plans run a bit steeper than the likes of GoDaddy and Web.com.
How to Choose a Website Builder for Financial Planning Firms
Choosing a website builder is one of the most important decisions you will make when it comes to building your financial planning firm website. If none of the suggestions above seem like they will fit your needs, then you’ll need to select a different builder. This section will give you a framework to make the decision in the most effective way possible.
Once you have an idea and guidelines of how you will make this choice, check out our Best Website Builder of 2022 review for several different options and reviews of each builder.
Ease of Use
The most important factor when choosing a website builder is its ease of use. It doesn’t matter how many bells and whistles or beautiful templates the builder has if you can’t figure out how to use it.
Of course, all builders will have a learning curve. But, some are just considerably simpler than others. WordPress, for example, is an absolutely amazing tool that gives you almost limitless flexibility but is one of the least intuitive builders on the market.
Most small businesses that use WordPress end up hiring developers and marketers to create and manage their websites. This is not a bad thing, per se, but it’s a decision you will have to make. After all, you know your business (and its needs) best.
Speed of Implementation
Similar to ease of use, speed of implementation is an important factor when starting a new site from scratch. When beginning a new business, you will have a massive number of tasks that need to be taken care of in order to get things going. Creating a website is absolutely one of the most important.
With this being said, it obviously makes more sense to use a tool that can have you up and running quickly. Some builders are better suited than others when it comes to a new site.
Some give you a blank slate to work from, others give you templates, and others still use AI to understand your unique needs and help to fill in some of the blanks for you. The right answer for you may be different than for someone else, but understanding this will give you a massive advantage when selecting your builder.
Expandability is less about what you want to do with your website now and more about what your long-term ambitions are.
For example, let’s say that you are starting a basic website that helps your customers find where your business is and gives them multiple ways to contact you. Two years from now, you know that you want to have a full-blown software-as-a-service (SaaS) app on your website. There’s a good chance that the tools you need are going to be very different between now and then.
Something to note is that using one system doesn’t mean that you can never change platforms. That being said, migrating a site from one tool to another is usually a pretty in-depth undertaking and at least a medium-sized headache.
In the beginning, try to look forward and plan into the future for what your needs will be at different stages of your business. This will give you the insight you need to make the best decisions possible.
Along with the three that we have mentioned, there are other factors that may guide your choice of website builder:
- Price — Naturally, price is a factor when choosing a website tool. If you’re starting a small blog, there’s no reason that you would need a major ecommerce suite. Keep in mind, however, that your business will be supporting this website, and hopefully, your revenue will make these $10 to $30 per month expenses look like a drop in the bucket.
- Templates — Good web design can be tricky. Do you know exactly what should go on your homepage? Having a large library of templates gives you a running start when it comes to designing the pages that will make up your website.
- Responsive Design — For the most part, all builders nowadays should have this figured out for you, but keep in mind that if your website doesn’t look good on all screen sizes (e.g., mobile, desktop, tablet, etc.), you’ll alienate a large number of your customers. Have you ever backed out of a website because it looked terrible on your phone? That is what you want to avoid for your own website.
When comparing all of the positives and negatives for a website builder, GoDaddy consistently ranks at or near the top. Customer communication options, scheduling client meetings, and managing personal information are all easily handled by this website builder.
Additionally, GoDaddy’s builder can expand and add to your website as you need additional features, making it highly adaptable to your needs.