Episode 35: Chris Wendt on Websites for Advisors

“You know, a website is a first impression. I mean, really, it's all about building trust. And before a prospect ever calls an advisor, they check you out on your... They check your website out. They see what you look like, who you are on Facebook. They do a lot of what's called stalking. They look you all over. And I had one advisor say that before they had their first initial intro call, the prospect said they read every word on the website. So, they don't even wanna talk to you until they feel like they know you. I mean, if you have a website that's not together, you know, it looks like it was built in the '90s or it doesn't really speak to them and build trust, then they're gonna go somewhere else and you won't even get that call.”

An advisor’s website has to do a lot of heavy lifting if it’s going to drive inquiries and leads to grow the practice. It’s the consumer’s “go-to” when finding out about you and your firm and how you approach your practice and what you off and how you charge. Chris Wendt has websites down cold, and offers some very actionable, common sense advice on how advisors can make this critical marketing element work it’s hardest for an advisor. Don’t miss this information packed episode.

Chris Wendt, founder of Midstream Marketing, a top shelf website development and marketing firm in Pittsburgh. It specializes in working with financial advisors and building their practice through digital marketing. Chris will be walking us through the critical elements that should be included in any functional advisor website in order to accomplish the goals in the digital world, whatever they may be. Chris is the founder of Midstream Marketing, a digital agency that delivers predictable quality leads for independent financial advisors. Some of his current clients include Pinnacle Advisory Group, Financial Synergies Wealth Advisors, Alpha Fiduciary, and a dozen other firms across the country, ranging from small startups to firms close to a billion in AUM. Chris started the agency back in 2002 and began to first serve RIAs in 2010 when he took on the Pinnacle account.

From there, one thing led to another, and by 2016, he found he wanted to serve RIAs exclusively. He and his veteran team perfected their platform called lead gen formula, which is a unique multichannel approach to generating leads for advisors. Christopher was also a regular contributor to wealthmanagement.com and Advisor Perspectives. He also taught rhetoric and computer programming at Franciscan University of Steubenville and other liberal arts colleges in the Northeast.