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Website Design Best Practices for Wealth Managers

97% of website visitors do not convert on the first visit. So what is the quickest way to get your website visitors to think "YES! I need to work with this person!"?

Join the Wealth Management program on November 15th at 12:00 p.m. ET as Samantha Russell, a marketing consultant for wealth advisors, explains the psychology behind the website design practices proven to work to attract and convert leads for financial advisors. Aaron Alley, Lecturer for Columbia University’s Master of Professional Studies in Wealth Management program and graduate of Columbia University's Master of Science in Strategic Communication program, will moderate this discussion.

You'll learn:

  1. How to create Calls to Action to get more clicks
  2. Whether or not your website passes the 5 second test
  3. The best way to write your bio
  4. The best types of images to use
  5. The best SEO (search engine optimization) strategies for 2022


  • Samantha Russell (Chief Evangelist, FMG Suite and Twenty Over Ten)
  • Aaron Alley (Lecturer, Columbia University’s M.P.S. in Wealth Management program; Senior Manager and Vice President, Dimensional Fund Advisors)


For questions, please contact sps-wealthmanagement [[at]] columbia [[dot]] edu.

For additional information about program offerings at the Columbia University School of Professional Studies, please contact an Admissions Counselor at 212-854-9666 or inquire [[at]] sps [[dot]] columbia [[dot]] edu.