---
title: 5 Tips for Converting Site Visits to New Clients
description: 5 Ways RIAs Can Convert Site Visits to New Business
image: https://info.marketingwiz.co/hubfs/computer-desk-hand-laptop-374631.jpg
---

[![MW_logo](https://info.marketingwiz.co/hubfs/MW_logo.svg) ![MW_logo](https://info.marketingwiz.co/hubfs/MW_logo1-01.svg)](https://www.marketingwiz.co/)

- [Company](https://marketingwiz.co/solutions) 
    - [About Us](https://marketingwiz.co/about/)
    - [Meet the Team](https://marketingwiz.co/team/)
    - [Careers](https://marketingwiz.co/careers/)
- Solutions 
    - [Overview](https://marketingwiz.co/solutions/)
    - [Marketing Strategy](https://marketingwiz.co/solutions/#marketing)
    - [Sales Enablement](https://marketingwiz.co/solutions/#Sales-Enablement)
    - [Design & Web Development](https://marketingwiz.co/solutions/#Design)
    - [Financial Writing](https://marketingwiz.co/solutions/#Financial-Writing)
    - [Marketing Execution](https://marketingwiz.co/solutions/#Marketing-Execution)
    - [Client Portal](https://marketingwiz.co/portal/)
    - [MW Connect App](https://marketingwiz.co/connect-app/)
- Resources 
    - [Blog](https://info.marketingwiz.co/blogs)
    - [White Papers](https://marketingwiz.co/downloads/)
- [Connect](https://marketingwiz.co/contact/)

[Client Portal](https://app.marketingwiz.co/)

![hero bg](https://info.marketingwiz.co/hubfs/team-banner-2048x1075.jpeg)

![hero bg](https://info.marketingwiz.co/hubfs/team-banner-2048x1075.jpeg)

# 5 Tips for Converting Site Visits to New Clients

- by Craig Hall
- May 5, 2020

![](https://info.marketingwiz.co/hubfs/computer-desk-hand-laptop-374631.jpg)

Your firm's site might get a lot of traffic, but site visits are only half the picture—the other half is converting those visits into new clients. This article from Advisor Perspectives explains why traffic isn't everything and offers 5 key tips your firm can use to increase your conversion rates.

[![read the article](https://no-cache.hubspot.com/cta/default/2410978/e5d7b923-8a28-4e26-994a-820163c9f8e8.png)](https://cta-redirect.hubspot.com/cta/redirect/2410978/e5d7b923-8a28-4e26-994a-820163c9f8e8)

![Craig Hall](https://app.hubspot.com/settings/avatar/4d638f3e4808a37f39192ee63c6638b7)

Craig Hall

Craig Hall is founder and president of Marketing Wiz, a financial marketing firm specializing in the independent wealth management space.

- <https://www.linkedin.com/in/craigkhall/>

<https://info.marketingwiz.co/blogs/june-2026-article-alert> ![image](https://info.marketingwiz.co/hubfs/June%20%202026%20Article%20Alert.png)

Articles

#### [June 2026 Article Alert](https://info.marketingwiz.co/blogs/june-2026-article-alert)

June 29, 2026

<https://info.marketingwiz.co/blogs/may-2026-article-alert> ![image](https://info.marketingwiz.co/hubfs/May%202026%20Article%20Alert.png)

Articles

#### [May 2026 Article Alert](https://info.marketingwiz.co/blogs/may-2026-article-alert)

May 14, 2026

<https://info.marketingwiz.co/blogs/ai-hype-or-not-faster-than-the-internet> ![image](https://info.marketingwiz.co/hubfs/Thought%20Leadership%20Articles/AI%20Hype%20or%20Not%20-%20Faster%20Than%20the%20Internet/AI%20Hype%20or%20Not%20D%201200x628.png)

#### [AI Hype or Not: Faster Than the Internet](https://info.marketingwiz.co/blogs/ai-hype-or-not-faster-than-the-internet)

April 16, 2026

![bgi](https://info.marketingwiz.co/hubfs/image-9.jpg)

![bgim](https://info.marketingwiz.co/hubfs/image-9-mobile.jpg)

## Great people make it possible

Our team knows the RIA space, but we also like to think outside the box. This means that we have the experience to do things different.

Join The Team

[![logo](https://info.marketingwiz.co/hubfs/image-15.png)](https://marketingwiz.co/)

- [*![soc icon](https://info.marketingwiz.co/hubfs/image-5.svg)*](https://www.linkedin.com/company/marketingwiz/)
- [*![soc icon](https://info.marketingwiz.co/hubfs/image-6-b-2.svg)*](https://x.com/itmarketingwiz)

- [About Us](https://marketingwiz.co/about/)
- [White Papers](https://marketingwiz.co/downloads/)
- [Solutions](https://marketingwiz.co/solutions/)
- [Blog](https://info.marketingwiz.co/blogs)
- [Meet The Team](https://marketingwiz.co/team/)
- [Contact Us](https://marketingwiz.co/contact/)
- [Careers](https://marketingwiz.co/careers/)

Get the latest trends and insights impacting marketing, branding, and growth for RIAs, sent to your inbox.

- © 2026 Marketing Wiz
- Privacy policy