There is no question that a robust web presence is a necessity these days for financial planners. Whether prospects find you through a referral or via a Google search, most are going to check out your website before they decide to do business, says Mike Berry, CFP, founder of Legacy Wealth Management in Grand Junction, Colo.

"We are primarily referral based," Berry says. "We do very little marketing, and the majority of all the dollars we spend on marketing are for the website." But that site you created several years ago (or more) - and then left to languish - may have become a liability. You should be continually evaluating your site, and then improving and updating it accordingly.

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