Aug '25 • Marketing ✨
A simple way to convert more of your website visitors
From 103 website visitors per month, to a steady flow of pre-qualified enquiries (without redesigning your site). Most adviser websites are beautifully designed… but have one fatal flaw:
They’re silent. Visitors arrive. They look around. And then… they leave.
We worked with an adviser today who was getting 103 visitors per month. That's not a huge amount, but I've seen far fewer.
Perfectly good website. Clear navigation. Nice design. No leads.
The problem?
Nothing to engage visitors once they landed - and it's a common issue for financial advisers. And all things being equal, the solution is simple: 𝒈𝒊𝒗𝒆 𝒑𝒆𝒐𝒑𝒍𝒆 𝒔𝒐𝒎𝒆𝒕𝒉𝒊𝒏𝒈 𝒕𝒐 𝒅𝒐 - like a quiz, scorecard or a quick assessment.
Sounds simple but giving people something to do has worked since advisers first started having websites. I know - I was there.
Why? Because everyone loves a quiz. Or to be precise… everyone loves getting quick, personalised insights about some aspect of their life.
Here are 5 proven quiz/scorecard ideas for advisers and how they work in reality:
𝟭. 𝗗𝗼 𝗬𝗼𝘂 𝗡𝗲𝗲𝗱 𝗮 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗣𝗹𝗮𝗻𝗻𝗲𝗿?
Helps people self-identify whether they’d benefit from professional advice. Often uncovers needs they didn’t realise they had - moving them closer to booking a call.
𝟮. 𝗛𝗼𝘄 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗥𝗲𝗮𝗱𝘆 𝗔𝗿𝗲 𝗬𝗼𝘂?
Gives a tangible readiness score and highlights gaps on both financial and emotional readiness. The follow-up? Book a review to address those gaps.
𝟯. 𝗜𝘀 𝗘𝗾𝘂𝗶𝘁𝘆 𝗥𝗲𝗹𝗲𝗮𝘀𝗲 𝗥𝗶𝗴𝗵𝘁 𝗳𝗼𝗿 𝗬𝗼𝘂?
Filters out unsuitable prospects while drawing in those who meet key criteria, saving time for both adviser and client.
𝟰. 𝗩𝘂𝗹𝗻𝗲𝗿𝗮𝗯𝗶𝗹𝗶𝘁𝘆 & 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗥𝗲𝘀𝗶𝗹𝗶𝗲𝗻𝗰𝗲 𝗔𝘀𝘀𝗲𝘀𝘀𝗺𝗲𝗻𝘁
Positions the adviser as someone who cares about more than just the numbers, while uncovering areas where extra support or planning is needed.
𝟱. 𝗦𝗲𝗿𝘃𝗶𝗰𝗲 & 𝗥𝗲𝗳𝗲𝗿𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗤𝘂𝗶𝘇
Targets existing clients, helping advisers understand satisfaction levels and how likely clients are to refer.
Or - something a bit more niche like 𝗔𝗿𝗲 𝗬𝗼𝘂 𝗧𝗵𝗶𝗻𝗸𝗶𝗻𝗴 𝗼𝗳 𝗠𝗼𝘃𝗶𝗻𝗴 𝘁𝗼 𝗦𝗽𝗮𝗶𝗻 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁?
💡 The right quiz or scorecard doesn’t just collect names. It starts a personal conversation. It gives website visitors value while giving you data to pre qualify leads. Kind of like a fact find before you ever meet them.
It transforms silent website visitors into warm leads - people who’ve already invested time engaging with you before you’ve even spoken.
If your site is getting traffic but not enquiries, it’s probably not a traffic problem. It’s an engagement problem.
I've been helping financial advisers with websites since they were first invented – let me know if you'd like a chat about using scorecards and quizzes.
𝗣𝗦 I have a free resource with 79 ways to use scorecards. Say 𝑌𝑒𝑠 below or send a DM and you can just have it.
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A simple way to convert more of your website visitors
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