Someone in your city just got a liquidity event. They searched 'financial advisor near me.' Did they find you?
Get more consultations — a complete audit that shows how prospects verify your trustworthiness: local rankings, review reputation, consultation conversion, and whether AI assistants recommend your firm.
- ✓ Your real local ranking for retirement, wealth & planning searches
- ✓ Review & reputation analysis benchmarked against competing firms
- ✓ AI visibility: do ChatGPT & Google AI recommend your practice?
- ✓ Consultation-flow audit: discovery-call CTAs, credentials, fee transparency
- ✓ A ranked 30-day plan to build a digital-first referral engine
Start getting more customers
Takes 60 seconds to start.
Create a free account, tell us your business, and check out securely.
Start my audit — $129 →Already have an account? Log in
Sound familiar?
National wirehouses and robo-advisors dominate the searches prospects make
Your practice runs on referrals — but the next generation of clients searches first
You rank for your name but not 'retirement planning', 'wealth management' + your city
Your website lists services but never answers 'why you, why now'
Your Google profile is a ghost town compared to the RIA across town
You don't know what ChatGPT says when someone asks who to trust with their money
How it works
No access to your accounts. No lengthy onboarding. Just answers.
Tell us your business
Name, city, and website. We auto-detect your Google listing, competitors and the searches that matter in your market.
We analyze 40+ data sources
Google, review sites, your website, social profiles, news, and AI search engines (ChatGPT & Google AI) — benchmarked against 3 local competitors.
Get your report instantly
A scored, prioritized report: what's costing you customers, why, and a 30-day plan to fix it. PDF + live share link included.
What your audit covers
Eleven intelligence layers, one score. We don't just tell you your ranking — we show you exactly where you're losing business and to whom.
Google Reputation
Rating, review velocity, sentiment, and how your profile stacks up against the local leaders.
Local Search
Where you actually rank in the map pack for the searches customers make — not just your name.
Organic SEO
Traffic, keywords, and the high-intent searches you're one page away from winning.
Backlinks & Authority
Your link profile vs competitors, and the authority gap holding your rankings back.
Website Health
Speed, mobile, Core Web Vitals and technical issues that quietly kill conversions.
Conversion Readiness
Booking buttons, forms, CTAs, trust signals — is your site built to turn visits into revenue?
Social Presence
Instagram, Facebook, TikTok, LinkedIn: activity, engagement and content gaps.
Media & PR
Where you're mentioned in the press — and how much coverage competitors are getting.
AI Search Visibility
Whether ChatGPT & Google AI Overviews recommend you — the new front page of search.
Security & Trust
HTTPS/TLS, security headers, exposed files & API keys, WordPress vulnerabilities, SPF/DMARC/DKIM — the trust checks that quietly cost you rankings, customers and data.
Competitor Scorecard
You vs 3 local rivals, head-to-head across every layer, with the gaps that matter most.
Where do you stand among other financial advisors?
The competitor scorecard shows who's winning nearby. The industry benchmark shows where you stand overall: your overall score and each of the ten layers percentile-ranked against every other financial advisors site we've audited. You'll know whether you're ahead of most financial advisors — or exactly how big the gap is, and the fastest fixes to close it.
· refreshed as audits complete ·
What's inside your Financial Advisors audit
Every report includes all ten deliverables below — no upsells, no tiers, no "premium report" paywall.
- ✓ Google Business Profile audit: categories, services, photos, hours
- ✓ Review velocity, sentiment & owner-response analysis
- ✓ Local pack rankings for 'financial advisor', 'wealth management' + your city
- ✓ Organic SEO: traffic estimate & planning-topic keyword opportunities
- ✓ Backlink & authority gap vs the top 3 competing firms
- ✓ Website speed, mobile & technical health (Lighthouse)
- ✓ Consultation conversion audit: discovery CTAs, credentials, fee pages, fiduciary messaging
- ✓ Social media presence benchmark vs competing firms
- ✓ Directory & citation consistency (Yelp, BBB, FINRA-consistent listings)
- ✓ AI search visibility: ChatGPT & Google AI Overview recommendations
A report that reads like a consultant wrote it — because the data is real
- ✓Your GetBizAudit Score (0–100) with a per-layer breakdown
- ✓“Where you're losing business” — ranked by revenue impact
- ✓The exact searches & AI questions competitors win and you don't
- ✓A week-by-week 30-day action plan you can hand to anyone
What owners say
Real outcomes from businesses that ran their audit.
"Our discovery-call CTA said 'Contact us'. The audit's rewrite alone ('Schedule your free portfolio review') doubled booked calls."
"We rank #1 for our name and nowhere else. The keyword-opportunity table became our entire content plan for the year."
"The content-activity benchmark showed competitors publishing weekly while we lurked. Fixed it — two seven-figure clients cited our articles."
Questions, answered
Stop losing customers to competitors. Start winning them back.
One report. Eleven intelligence layers. A ranked fix-list and 30-day plan to turn more local searches into customers for your financial advisors business.
Join the financial advisors owners already turning searchers into customers.