Financial advisory traffic. People search a decision: insurance, MPF, or a planning question. The page must be careful about what you are allowed to say.
How people find this business
They arrive from search, a talk, or a referral. The page should identify who you are licensed to help and how a first meeting works. This is not a promise of returns.
What the page has to answer
Explain the topics you cover, what a first meeting includes, and that product suitability is discussed with a qualified person. Do not publish a return as if it were certain.
How the enquiry should be routed
Send meeting requests to an adviser who can check fit. Marketing should not collect personal financial details in an open chat.
What to measure
Count meetings that match your licence and audience. Do not treat content views as clients.
These notes are a method, not a promised ranking or a promised number of bookings. See industry insights, website build, and contact if you want the same questions applied to your own shop or practice.
