Another factor we haven't discussed is how you get people to visit your site. The typical solution is to register your Web site with search engines. Most financial advisers don't want a typical Internet casual cruiser. What they want are people with a reasonable amount of financial resources who recognize that they need assistance. Even more important than building or acquiring a good Web site is the need to develop a marketing plan to drive qualified prospects to your Web site.
Some simple solutions work really well.
For example, one financial adviser sent postcards to members of his local Chamber of Commerce. The first time he mailed 500 post cards, he got 3 or 4 visitors. But he didn't quit. He continued to send the post cards, with a small cartoon and his Web site address. By the sixth mailing, he was getting one or two new clients a month.