For Advisors, RIAs & Planners
Nobody picks an advisor without looking them up first.
Someone referred to you will search your name before the first meeting. What they find decides whether that meeting happens at all. For most independent advisors the answer is a FINRA record, a LinkedIn profile, and a website that says nothing specific about who they actually help.
Book a callWhat this usually looks like
- Your site says comprehensive financial planning and nothing a real person would search for
- No indication of who you serve, so nobody self-identifies
- A compliance-flattened website that reads like every other firm's
- Almost no reviews, because you assumed compliance forbids them
- Referrals go quiet between the introduction and the first meeting
- A clear statement of who you work with, specific enough that the right person recognises themselves
- A page per planning situation, from retirement to equity compensation to business exit
- A compliant review process, because testimonials have been permitted since 2021
- A profile that stands up to the search a referred prospect runs
- A credible, specific first impression instead of a generic one
How prospects actually search
Specificity wins here more than anywhere. Fee-only, a niche, and a place beats financial advisor by a wide margin.
- fee only financial advisor [city]
- fiduciary advisor near me
- retirement planning for [profession]
- financial advisor for business owners [city]
- CFP in [city]
- advisor for equity compensation [city]
What we would do
The pieces that fit.
SEO Website
$2,997 setup · $349/mo
A page per planning situation and per niche, so prospects find the page about their exact circumstance instead of a page about comprehensive wealth management.
See what's includedGoogle Business Profile
$497 setup · $149/mo
What a referred prospect checks before the first meeting. Fee structure, designations, service areas, and a review flow built to stay inside the marketing rule.
See what's includedOn compliance
The SEC marketing rule has permitted client testimonials since 2021, with disclosures and oversight. Plenty of advisors still believe reviews are forbidden and leave the single strongest trust signal on the table. We build the process; your CCO approves the wording. We are not compliance counsel and will not pretend otherwise.
Common questions.
Are advisors allowed to have reviews?+
Under the SEC marketing rule, yes, since 2021 — with required disclosures, oversight and recordkeeping. The firms still saying no are usually working from pre-2021 habit. Your CCO makes the final call on wording, and we build the process around whatever they approve.
Won't compliance strip anything useful from the site?+
Compliance objects to performance claims and guarantees, not to clearly describing who you help. Being specific about your niche is almost never a compliance problem, and it is the single biggest improvement most advisor sites need.
Should I niche down on the website?+
Yes, and it is the hardest advice to take. A page for physicians approaching retirement outperforms a page about comprehensive planning every time, because the reader recognises themselves. You can still take other clients.
Want to know where you actually stand?
Book a call and we will look at your profile, your site, and who is outranking you — then tell you which piece is worth doing first. No pitch.
Book a call