The Brand Index: Conversion

Is there one obvious next step on your website?

Is there one obvious next step on your website?

Is there one obvious next step on your website?

Often there are four, or none that works. Conversion averaged 2.3 out of 5 in the Brand Index. The common failures were several buttons competing for the same click, a form on another domain, and a button that led to a missing page.

Often there are four, or none that works. Conversion averaged 2.3 out of 5 in the Brand Index. The common failures were several buttons competing for the same click, a form on another domain, and a button that led to a missing page.

2.3

2.3

out of 5, the average across eight advisor websites

By Josh Passler, former financial advisor. Published October 21, 2026.

What Conversion measures

Conversion asks whether a ready visitor can take the next step without thinking. One clear ask, named the same way everywhere, that leads somewhere useful.

What the eight sites did

One homepage offered Get Started, Learn More, Let’s Connect and How We Help, then ended on a blog post. Another sent every visitor to a questionnaire on a different website. One site’s main button returned a 404. The best site had a clear ladder from small to large commitments, but six actions across one scroll diluted it.

What a good next step looks like

A calendar, not a contact form. Most of your visitors arrive by referral and are already halfway sold. Let them book a time. Name the button for what happens, like “Book a 30-minute call,” and use the same words in the nav.

How to fix it

Pick one primary action. Remove or demote the rest. Click every button on your homepage this week.

Next step: Request a free audit

Next

Cover your logo. Could your homepage belong to the firm down the street?

Cover your logo. Could your homepage belong to the firm down the street?

Cover your logo. Could your homepage belong to the firm down the street?

Show me where I stand

30 minutes. I’ll walk you through what prospects see and where they drop off.