Does the audit give investment or planning advice, or review my services?

No. We don't give investment advice and we don't evaluate your recommendations or performance. The audit looks at your website and online listing: whether they explain who you work with, what you offer, and how to begin a conversation.

Can the audit tell me what I'm allowed to say about fees, credentials or fiduciary status?

No. Rules on how financial services are described are a regulatory matter, and we don't give regulatory advice. Check what you publish with whoever handles compliance for your firm. We only look at whether the claims you do make are clear and easy to find.

Do I need to be in the same town as my clients for this to matter?

Not necessarily. Some advisors serve a local area and others work with clients remotely. The audit looks at how clearly your site says which one you are, and how your listing supports it if you have an office.

Can you promise more consultations or clients?

No. Nobody can promise a ranking, and we don't estimate consultations, assets or revenue. We also never imply anything about returns. The Free Report points out likely obstacles instead.

Yes, and you don't need an account or a credit card. Exact Fix, which lists the changes in priority order, is a one-time $149, and Done-For-You help is available after that if you want it.

Financial Advisor SEO: Why Prospects Can't Tell Who You Serve

Almost nobody types "financial advisor" and hires the first result. People who are thinking about handing over some part of their financial life are usually cautious, and the questions they ask are specific. This page follows those questions, because a website that answers them is much easier to say yes to than one that leaves them open.

Who Do You Work With?

Visitors are looking for themselves on your site: someone approaching retirement, a small business owner, a young family, or a household with a particular situation. If you serve a specific kind of client, say so, and name only the people you really work with. A page aimed at "everyone" leaves a visitor unsure whether you are for them. Say whether you work locally, with clients anywhere, or both.

What Do You Actually Do?

Describe your services in plain words, as you actually provide them, so a visitor can picture what working with you involves. If you publish how you are paid, it should match how you really operate. Terms such as "fiduciary" and any statements about fees carry real meaning, so use them only where you make and can support those claims. We don't evaluate them, and we don't give regulatory advice: marketing for financial services is often subject to review, so check what you say with whoever handles that for your firm.

Why Should I Trust You?

Credentials come first. Name any designation you hold exactly, with what it means, and don't mention one you don't. Show who the advisors are, with real names and short, honest bios. Reviews or testimonials may or may not be appropriate for you, since rules on them can differ, and this page doesn't tell you either way. Educational content, written to help a reader understand a concept and not to push a product, can show how you think without claiming anything about results. Neither we nor your site should ever imply that returns are guaranteed.

Insurance agencies face a similar challenge in explaining complicated services, which we cover for insurance agencies. The same discipline of describing work without promising outcomes applies to law firms.

What Happens if I Reach Out?

Most people want to know what a first conversation involves before they book one. A short description of what happens, whether it's an introductory call or a meeting, and what to bring, makes starting less of a leap. A simple way to request a time, and a phone number that works on a phone, matter more here than a long list of services.

How Local Search Fits

If you have an office and want nearby clients to find it, your Google listing needs accurate details that agree with your site. Our Google Business Profile audit explains how a listing and a website work together. If you serve clients remotely, location matters less, and what carries the weight is how clearly your site describes who you serve.

Where Prospects Hesitate

This is how each of the seven areas the Online Business Growth Report checks looks for an advisor.

Clarity is whether a visitor can tell who you serve and what you do.

Trust is your credentials, your people, and claims you can stand behind.

Conversion is how easy it is to ask for a conversation.

Online Visibility is whether people searching for an advisor in your area, or for the kind of help you give, can find you.

Content is whether your pages explain your services and how you think, in plain language.

Technical Health is whether the site is fast and works on a phone.

AI Visibility is whether the facts about your practice are stated clearly enough that an AI assistant describes them accurately instead of paraphrasing something looser. No one can promise a given assistant will recommend a firm.

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The Free Report

Your Free Report is based on a read of your real site and Google listing, written in plain English. It doesn't judge your advice, make claims about performance, or promise consultations.

When you'd like exact instructions, Exact Fix is a one-time $149 report listing the changes in priority order. Advisors who would rather not handle the changes can move on to Done-For-You services afterward.

Frequently Asked Questions

Does the audit give investment or planning advice, or review my services?: No. We don't give investment advice and we don't evaluate your recommendations or performance. The audit looks at your website and online listing: whether they explain who you work with, what you offer, and how to begin a conversation.
Can the audit tell me what I'm allowed to say about fees, credentials or fiduciary status?: No. Rules on how financial services are described are a regulatory matter, and we don't give regulatory advice. Check what you publish with whoever handles compliance for your firm. We only look at whether the claims you do make are clear and easy to find.
Do I need to be in the same town as my clients for this to matter?: Not necessarily. Some advisors serve a local area and others work with clients remotely. The audit looks at how clearly your site says which one you are, and how your listing supports it if you have an office.
Can you promise more consultations or clients?: No. Nobody can promise a ranking, and we don't estimate consultations, assets or revenue. We also never imply anything about returns. The Free Report points out likely obstacles instead.
Is the audit free?: Yes, and you don't need an account or a credit card. Exact Fix, which lists the changes in priority order, is a one-time $149, and Done-For-You help is available after that if you want it.