Based out of Odessa, Florida, The Retirement Advantage asks website visitors questions to intrigue the client to pursue additional information on what the company offers. The picture with the agent cordially inviting them is a warm welcome. As you peruse through the website, it answers many of the questions and explains possibilities for the client. It maps out available options and presents what many companies may not be upfront about. It provides the additional visitor ease before they decide to engage with the professional.

The customized videos on this website perfectly match the areas of expertise the Advisor has. A very effective approach taken on this site is the explanation of Florida’s uniqueness in terms of investment options and tax rates. The site shows the visitor the reasoning behind their approach and builds significant credibility by referencing governmental sources and content the Advisor has published themselves.

One of the most effective marketing approaches The Retirement Advantage employs is the usage of Niche Marketing. The site and the Advisor focus on the retirement needs of State and Federal Government employees. That focus allows the content and lead capture on the site to explain the benefits and pitfalls of being an employee of these groups vs. the benefits offered to many private-sector employees. This approach also expands on the Advisor’s perceived expertise.

When the visitor is taken to the “contact us” tab or many lead capture forms, it contains an online scheduling tool — allowing the visitor to schedule an in-person meeting or online meeting directly on the Advisor’s calendar. This can help reduce any friction with setting appointments with interested prospective clients.