Services

Make it stand out

Describe the services you provide, the benefits your clients can expect to receive, and how you differentiate yourself from other advisors in your area (e.g., your independence, a personal approach, comprehensive services, objective advice) You may want to include the city or region you serve and how long you’ve been in business. You may also want to describe who your typical clients are (e.g., high-net-worth individuals, business owners, plan sponsors).

Consider breaking out sections with headers, and create bulleted lists for scanability. For example, separate your services page by the types of clients you serve (e.g., individuals, small business owners) or by the particular services you provide (e.g., investment management, retirement planning).