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For financial advisors and wealth managers

Your Clients Refer You. Make Sure the Search Confirms It.

Referred prospects search your name before they trust you with their savings. We make sure they find a Google Knowledge Panel that confirms who you are, and AI answers that name and recommend you.

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Enter your name, LinkedIn URL and email. The report reaches your inbox within 1 business day.

Two friends at a garden dinner table, an advisor standing on a stepping-stone path that leads past a phone with a magnifying glass to an open office door
Building authority for experts and thought leaders since 2017.

Prospects check the regulator, then they check Google

Before handing over their savings, a careful prospect looks you up twice. First on the register: FINRA BrokerCheck or the SEC’s adviser search in the US, the FCA register in the UK, ASIC’s Financial Advisers Register in Australia.

A prospect at a laptop inspecting an official sealed record with a magnifying glass, a search window open behind it
Check 1 · The register
  • US FINRA BrokerCheck or the SEC’s adviser search Clean
  • UK The FCA register Clean
  • AU ASIC’s Financial Advisers Register Clean

A clean record there tells them you’re allowed to advise. It says nothing about whether you’re the advisor they want for the next twenty years.

Check 2 · Your name

So they search your name.

They call If page one shows an established advisor whose designations, firm and years in practice line up across every source, they call.
They stay put
  • One line on your firm’s website
  • An advisor in another state with your name

They stay with the advisor they already have. You never hear from them.

Where it shows up in your practice

Six places a thin name search quietly costs you a household.

Two friends at dinner, one recommending an advisor while the other quietly checks a phone under the table

  1. Referrals that never call

    A client recommends you at dinner. Their friend searches your name and finds a single line on your firm’s site.

  2. Prospects who verify and stall

    A prospect with $2 million to move checks you out and decides to keep looking.

  3. Lost behind your firm’s brand

    Your name search shows the firm, the firm’s other advisors and very little about you.

  4. AI recommends another advisor

    Someone asks ChatGPT for a fee-only advisor in their city and gets three other names.

  5. Details that don’t match

    Your designations, firm or start year read differently across sites, and careful buyers notice.

  6. Referral partners who hesitate

    CPAs and estate attorneys look you up before sending their clients your way.

One lost referral is worth more than it looks

A referred prospect who searches you and moves on leaves no trace. Your client assumes the introduction went nowhere, and you never learn it happened.

Run the numbers on a single household. Say a referred prospect has $1 million to invest and you charge 1%. That’s $10,000 a year in fees. Over ten years, with ordinary growth, that relationship is worth well over $100,000, and it walked away after a two-minute search.

2 min The length of the search that decided it.
One household, run the numbers 10 years
Referred prospect’s investable assets
$1,000,000
Your fee
× 1%
Fees each year
Year 1Year 10, with ordinary growth
Value of the relationship over ten years well over $100,000

AI answers now pick two or three advisors

More people now ask ChatGPT, Gemini or Perplexity to recommend an advisor. “Who’s a good fee-only advisor in Denver for someone retiring next year?” “Which wealth managers in London specialize in business owners?” The answer names two or three advisors and a line on each.

AI tools pick those names from sources they trust and from what Google already knows about each person. When those sources describe you clearly and agree with each other, you get named. When they don’t, an advisor with a cleaner footprint gets the recommendation, whatever your track record.

A person on a sofa asking a floating chat window, which answers with three advisor portrait cards

Your firm’s bio page lists you as one advisor among many

Most advisors rely on the firm’s website and a LinkedIn profile. The firm page usually sits deep in the site, uses the same template as every other advisor there, and says little Google can use to tell you apart.

A central profile card linked by dotted lines to matching profile cards, a home page and a verified shield

Google and AI tools confirm a person from sources about that person, linked together and in agreement. We build those around your name.

Every word we publish is factual, approved by you, and ready for your compliance review before it goes live.

How we get Google and AI tools to confirm you

Google and AI tools judge an advisor by checking what trusted sources say about that person. When those sources agree, Google confirms you with a Knowledge Panel, and AI tools start naming you. We build that agreement in five steps.

20MIN You spend about 20 minutes on one call approving your details. Our team does the rest, and your compliance team sees everything before it’s published.
  1. 1

    We map everything the internet says about you

    Your firm bio, regulator listings, advisor directories, profiles and mentions all get checked against your LinkedIn, so we know what’s outdated or contradictory.

  2. 2

    We give your name a home base

    A personal page about you, with code that tells Google who you are, which firm you’re with and who you serve, and your key profiles linking back to it.

  3. 3

    We make every profile match

    Your designations, firm, start year and photo read the same on each platform a prospect might check.

  4. 4

    We get Google to confirm you

    That confirmation is a Knowledge Panel, the box beside your name in search with your photo, title and firm. Google shows one only once it’s confident about who you are.

  5. 5

    We get you into AI answers

    We place features and mentions on the sites ChatGPT, Gemini and Perplexity draw from, so your name comes up when people ask for an advisor like you.

An advisor’s name search, before and after

What changes when search backs you up

Each pair answers one of the six problems above.

Was Referrals that never call

Referrals that book

The friend your client sent you finds proof that matches the recommendation.

Was Prospects who verify and stall

Prospects who move forward

A careful prospect sees an established advisor and books the first meeting.

Was Lost behind your firm’s brand

Your name, clearly yours

Your search shows you and your practice, with your firm in its proper place.

Was AI recommends another advisor

Named by AI

ChatGPT, Gemini and Perplexity mention you when people ask for an advisor like you.

Was Details that don’t match

One consistent record

Your designations, firm and experience read the same everywhere.

Was Referral partners who hesitate

Referral partners who send clients

CPAs and attorneys find a verified advisor they’re comfortable recommending.

See what referrals see for free

The free audit runs the same search a referred prospect runs and shows you where it breaks down.

What your report shows
  1. 01Page one of Google for your name, as a stranger sees it
  2. 02Whether Google already recognizes you as a known person
  3. 03Where your designations, firm or experience differ across profiles
  4. 04Whether AI tools mention you when people ask for an advisor in your area
  5. 05The fixes that matter most, in order
  1. 1 Enter your name, LinkedIn URL and email.
  2. 2 We check Google, your profiles and AI answers.
  3. 3 Your report arrives by email within 1 business day.
An advisor with a coffee reading a short report with checkmarks, an open envelope and a stopwatch on the desk

Free, and no card required.

Common questions

Get My Free Audit
Is the audit really free?

Yes. You enter your name, LinkedIn URL and email, and the report comes to your inbox. You won’t be asked to book a call or enter a card.

What is a Google Knowledge Panel?

It’s the information box Google shows beside the results when you search a recognized person, or at the top on mobile. It shows your photo, title and firm, and Google only shows it once it’s confident about who you are.

Will this pass my compliance review?

Everything we publish is factual biographical information that you approve, and your compliance team can review it before it goes live. We publish no performance figures or client testimonials on your behalf.

My firm controls my website and social media. Can you still help?

Often, yes. We work within what your firm allows, and the audit shows how much is possible with the profiles you already have.

Most of my clients come from referrals. Does this apply to me?

Referred prospects search you too, usually right after the introduction. What they find decides whether they call.

How much of my time does the work take?

About 20 minutes, on one call to approve your details and bios.

Is any of this against Google’s rules?

No. We use your real information, accurate profiles and the structured data Google asks websites to add.

What happens after the audit?

You keep the report and can act on it yourself. If you want us to do the work, the report explains how we’d go about it.

Find Out What Your Next Referral Will Find

Someone your client recommended will search your name this week before deciding whether to call. The free audit shows you what they’ll see and which fix comes first.

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Your name, LinkedIn URL and email are all it takes. Report within 1 business day.

Get your free visibility audit

See how Google and AI describe you today. Your report arrives by email.

We use these details only to run your audit. See our privacy policy.