Help Centre

Updating your site

An out-of-date and/or non-compliant site doesn't do you any favours. Make time each month to check over your site for obvious errors.

Keep your site up-to-date and relevant

Maintain fresh interest in your site by adding pages, updating your News features, or adding new services and on-line facilities - and have something to e-mail your clients about. Search engines also like sites which change - they will log them afresh! Keep checking out our Website Add-ons page - we are constantly adding new features which can enhance an Adviser's website.

Review your site's success
Whether you are serving existing clients, or seeking new business, you need to check your site does what you intend it to. Monitor enquiries received: check on your web stats to see its activity, how people found you etc: request comments in your Guest Book: ask clients what they want from your site.......

Ensure you and your staff are familiar with the website
A lot of time can be saved by taking a client round your site while on the phone to him/her - but you first have to be familiar with your site to know where to guide your client to! Make sure all your staff know your web address and can find their way around it too!