Home · Playbooks · Financial advisors
Financial advisor marketing ideas: nobody knows what they are paying
The fastest way to market a financial advisory firm online is to add vanes: one tap questions on fees, trust and what clients want from an adviser. Two seconds to answer, anonymous, and the tally makes fee transparency your entire pitch.
HOW LOUD · STANDARD
Northgate Planning HomepageServicesOur storyAnnouncement
Fee only. No commission, ever.Retirement planning · Fixed annual fee ← Tap it What is a vane?
A one tap question you place anywhere on your website.
- 1Place the vane… anywhere
Engage visitors throughout your web content.
- 2Visitors tap
It's intended to be quick, fun and interesting.
- 3You get the data
Live in your dashboard: to fix problems early, plan the menu, and publish numbers worth quoting.
Advisory poll questions to steal
Questions people actually answer.
Paste these into the builder or swap in your own services. What prospects cannot answer is exactly what your site should be asking.
Make the fee the pitch
Advisory firms all claim trust and expertise. A live tally showing that almost nobody knows what they are paying turns your fee structure from a detail into the entire reason to switch.
Where should it go on a advisory firm website?
The right format for every part of your site.
The best spots are the fees page, the how we work page, the guides section, the first meeting confirmation, and the annual review page.
Northgate PlanningMenuNewsVisit
News · This week
Nobody knows what they are paying
We ask every new client what their current arrangement costs and almost nobody can answer. That is not a client failing, it is how the industry is designed.
The fees page
The anonymous fee awareness slider.
Best formatSlider Scale
The statistic that justifies fee only advice.
Northgate PlanningMenuNewsVisit
News · This week
Nobody knows what they are paying
We ask every new client what their current arrangement costs and almost nobody can answer. That is not a client failing, it is how the industry is designed.
The how we work page
A word trigger inside your position on commission.
Best formatRank It
Proves clarity outranks chasing returns.
Northgate PlanningMenuNewsVisit
News · This week
Nobody knows what they are paying
We ask every new client what their current arrangement costs and almost nobody can answer. That is not a client failing, it is how the industry is designed.
The guides section
The avoided-topic wall, which writes your content plan.
Best formatHot Take
Naming the commission problem is your differentiator.
northgateplanning.com
✓ Thanks, your order is confirmed Order #1047 · ready in about 6 minutes
First meetingFree, 45 min
Almond croissant$3.75
Total$8.00
How was your visit?
The first meeting confirmation
The ranking that shows clarity beats returns.
Best formatSort the Bins
Which industry habits clients actually resent.
Northgate PlanningMenuNewsVisit
News · This week
Nobody knows what they are paying
We ask every new client what their current arrangement costs and almost nobody can answer. That is not a client failing, it is how the industry is designed.
The annual review page
A Mood Gradient on financial confidence over time.
Best formatFill the Blank
A content calendar written by your market.
You get the data
The crowd tells you what to do next.
Every answer lands in your dashboard the moment it's given. Spot a rough morning before it becomes a review, see which drinks earn their place, and export it all in one click.
Start freeIllustrations with sample answers.
Run it as a survey
Same questions. One link.
Send the same 3 questions as one anonymous link, by email, QR code or receipt. Answers come back person by person.
Build this survey, prefilled → How surveys workCommon questions
What owners ask us.
How do financial advisors differentiate from incumbents?
Make fees the conversation. An anonymous tally showing that almost nobody knows what their current adviser costs turns your fee structure into the clearest reason to switch, and it is a claim no commission-based firm can copy.
What should an advisory website have besides services?
Uncomfortable questions asked plainly. Fee awareness checks and a public position on commission signal a firm structured around the client rather than the product.
Is this compliant for a regulated firm?
These are anonymous opinion polls about fees, clarity and industry practices, with no personal or financial data, no accounts and no advice given. Treat published tallies as marketing content and run them through your normal approval process.
Does this collect any client information?
No. Single anonymous taps with no accounts, no names and no financial details.
VANE it for financial advisors
Ask if they know what they pay
One script tag, free to start, and the case for switching arrives as a number.