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Do’s and Don’ts of a Great Contact Page

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Written by: Blair Kelly

It takes several different “ingredients” if you are to have a truly great advisor website and one very important part that may seem so obvious that you don’t even put much thought into it — your contact page!

You will want to keep this page of your site pretty simple, so current customers and prospects have no confusion about how to get in touch with you, which is why it is a good idea to provide your visitors with more than one way to reach you. It’s also a good practice to consider including a short contact form, an email address or a phone number at a minimum. And for that extra SEO boost, it can also be a good idea to include your mailing address and google map.

When it is all said and done, the ultimate goal of your website is to generate leads, so it is pertinent that you make it as easy as possible for visitors to contact you. Your contact page not only gives your visitors an outlet to reach out and provide critical information, but it can also improve your site’s overall SEO.

Today, we are sharing real-life advisor contact page examples in hopes that you will review/audit yours and take the necessary steps to improve it. The most important thing that we hope you take away from today’s blog is that every website should have a contact page … ESPECIALLY YOURS!

1. What Should You Do If You Have Multiple Locations?

It is not uncommon for a company to have more than one location. If yours is one of those and you have multiple locations, then be sure to list all address details for every location. In addition to this, it is always a good idea to highlight your headquarters or main office somehow.

In the example below Twenty Over Ten user, C.L. Sheldon & Company, shows that they have two locations on their contact page, and they also make it very clear that their headquarters are located in Alexandria, VA.

financial advisor contact page, C.L. Sheldon & Company

2. How To Treat Your Contact Forms

Contact forms are a great addition to any contact page! They should not be the only way to get in touch on your contact page, however, there is a correct and an incorrect way to use them.

1. Make sure that your form is not too terribly long. If there are too many fields to fill out, then people will get lost or simply won’t take the time to fill out all the questions that you are asking. Simply putting a line for name, email address, phone number and a short message should be sufficient. Keep your contact form short and sweet!

financial advisor contact page example, scott advisory group
Twenty Over Ten client, Scott Advisory Group, has a short and sweet form with fields for name, phone number, email address and message.

2. This one is extremely important — your contact form should be responsive. In reality, your entire website should be responsive. For visitors on mobile devices it can be difficult to navigate a form with multiple fields. We recommend reducing the height of your form on mobile and ensure that they can adjust to fit any screen size. At Twenty Over Ten, all of our frameworks are created with a mobile-first approach. When developing our frameworks, our designers held priority on a seamless experience regardless of the device a user was viewing the website on. Through our platform, advisors can choose the framework that best fits their business and leverage it on a desktop, mobile phone, tablet, and any device.

Related: Do Financial Advisors Still Need Websites?

3. Tips to “Spice Up” Your Contact Page

To many, a contact page is nothing more than that, a way to get in touch. If you want your company to stand out amongst your competitors, and you are looking to move away from the generic and “ho-hum” contact pages in the industry then there are some fun things you can consider incorporating.

1. Add a CTA (Call-to-Action)
So, what exactly is a CTA? It is a text or a graphic strategically placed on a website to entice visitors to take a proactive step in engaging further with your business. It should be short and to the point, and make the reader feel as if the action should be taken sooner rather than later.

Ensure that your CTA isn’t too “salesy,” as this can make the potential client lose trust and look elsewhere for financial services. A good CTA should be: straightforwardstress the benefits to the usereye-catchingeasy to find and action-oriented, so that the visitor feels compelled to click on it.

In the example below Twenty Over Ten user, Divorce Financial Solutions, includes CTAs on their contact page enabling visitors to easily send secure files or schedule a free 30-minute consultation.

calls to action on a contact page for financial advisors

2. Include FAQs
Including FAQs on your contact page is a great way to spice things up. If a visitor is able to get answers to their questions on your contact page then they may not need to contact you in the first place. This will save time for your business by answering their questions up-front before they reach out. Although not an advisor website, the below example from Virginillustrates how you could successfully combine a contact page with FAQs.

3. Add a Google Map and Directions
Not every contact page has a map and directions, so if yours does, then it’s just one more way that your company can stand out. People will be visiting your site from different locations, so having driving directions and a map to follow will make it easier to locate your office and give your visitors a feel for the location of your offices.

4. Add Photos
You don’t have to add much to your contact page, however, adding some photos of your team will make your firm seem more welcoming and like a place that visitors can trust. Adding a picture of your office building is another option here as it will help folks easily recognize your digs when you get visitors.

5. Add Video
Video is a major digital marketing trend, your site visitors like quick summaries and visual information. For this reason, you could consider integrating a short video onto your contact page. Statistics show that companies using video marketing see 41% more organic traffic than those that don’t. Home pages with videos see 20% more conversions and landing pages see 80% more. A video on your contact page could quickly introduce your staff that’s ready to assist or provide answers before visitors even need to contact.

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