FAQ page examples for financial advisors

**What does it cost?** [your honest starting figure], and we are paid by you and nobody else. What moves the number is [the two or three things that actually change the price] — so the quote comes after we have seen the engagement, not before.

Always answer this. The visitor who leaves to find it does not come back.

**How soon can you start?** Usually within [timeframe]. If we are booked further out than that, we say so rather than holding your date loosely.

Use this where availability is the deciding factor.

**[the question they are too polite to ask]** The honest answer is that being sold a product that pays the advisor rather than serves them is a real risk in this trade. What we do about it: are fee-only, in writing, and take no commissions and sell no proprietary products.

Use this for the worry people have but do not ask about.

**Are you fee-only fiduciaries?** Yes. Fee-only — paid by you and nobody else, with no commission on anything recommended. Ask and we will send the documents before we start.

Use this wherever a credential is checked before anything else.

**What happens after I contact you?** We start with a first meeting to look at where you actually are. We agree the scope and the price in writing before anything begins, and nothing starts until you say so.

Use this to take the friction out of the first contact.

**What if something goes wrong?** We put it right at our cost. [your guarantee, in one sentence]. We would rather fix it than argue about it, and that is easier to promise on a page than to do — so ask us for a reference from someone it happened to.

Use this where the risk is what stops people booking.

**Do you also do [the adjacent service people ask about]?** [Yes, and here is how] — or: no, we do not, and [who you would call instead] is who we would ring. Saying so up front saves us both a phone call.

Use this to catch the enquiries you want and deflect the ones you do not.

**Is there anything I should do beforehand?** [the one or two things that genuinely help]. Beyond that, nothing — we bring what we need.

Use this where a little preparation makes the job cheaper or faster.

**How and when do I pay?** [your terms: deposit, on completion, invoice]. We do not ask for payment for work we have not done.

Use this where payment terms are a real question and silence reads badly.

**Why are you more expensive than the cheapest quote?** Usually because the cheap quote leaves something out. We are fee-only, in writing — that is in our price. Being paid the same whatever they recommend is the part you cannot see on a quote sheet and the part you notice a year later.

Use this only if you are, and only if you can answer it well.