He sat in your chair. He faced your compliance desk. He reviews every project personally.
The founder sold life insurance under his own FA license, worked as a mortgage agent, and held a financial advisor's chair. Three disciplines, one compliance desk at a time. He built websites for his own practice and never checked what a referred prospect actually found when they searched his name. He suspects you have not checked yours either. Template platforms rent every advisor the same skeleton — different colours, same sentences, same bot fingerprints — on a platform the advisor does not control. Broker and MGA profile pages rank for the firm, belong to the firm, and vanish the day you leave. We fix your site and you own it outright.
Why this exists
I held a financial advisor license and sold life insurance under it. I worked as a mortgage agent. I sat in all three chairs — life insurance, mortgage, investments — and I faced the same compliance desk you face. When a client was referred to me, I assumed they would find a working website when they searched my name. They did not. The template site I rented loaded slowly on a phone, had a broken contact form, and belonged to the platform, not to me. If I had stopped paying, it would have disappeared. The same skeleton ran on a dozen other advisors' sites. Some of the sentences on my pages appeared word-for-word on theirs. I changed the colours and the photo. To the bots, nothing changed.
What I eventually learned is that the problem was never only the website. A referral could fail at the search, at the form, at the missed call, at the appointment reminder, or in the follow-up that never came. Rescue My Workday was built to fix those leaks in sequence — foundation first, follow-up second, visibility last. And it exists because clients follow the advisor, not the brokerage — the website should too. Template subscription platforms rent advisors the same site forever. We fix your site and you own it outright, on your own domain, made for your practice and yours through every firm change. No website rental. No profile page that ranks for your firm and vanishes when you leave. The free audit shows you what a referred prospect actually finds when they search your name — broken forms, mobile speed, Maps listing, AI-findability signals, and how much of your site shares its skeleton and sentences with other advisors' sites. In writing, before any money changes hands. Every Fix is checked against the correct regulator's published advertising and title guidance for your discipline.
Your site belongs to you. Not your brokerage. Not a template platform.
Every alternative ties your web presence to someone else. A broker profile page ranks for the firm, belongs to the firm, and vanishes the day you leave. A template subscription looks like every other advisor's site and lives on the platform's terms. We build the opposite: a site made for one practice, on your own domain, checked against your regulator's rules, and yours through every firm change.
An automated report that shows what a referred prospect finds when they search your name. Broken forms. Slow mobile pages. Thin Maps listing. Absence from AI answers. We check site health, crawler access, structured data, and directory citations, plus a dated live spot-check reported with query, date, location, and stated variance. Written findings. No cost. No commitment. The first step for every new client.
A one-time technical repair of everything the audit found. Speed. Mobile. Forms. Tracking. Compliance pages. Each project is individually scoped and built — never skinned from a template. Every page is checked against your discipline's advertising and title rules. A written per-page compliance check summary ships with every Fix: labeled internal preparation document, not a legal opinion. Your compliance desk always has final say. One-time project fee. No mandatory maintenance retainer.
Prepared for compliance review
The founder is a former financial advisor and mortgage agent who sold life insurance under his own FA license. He has sat in all three chairs and reviews every project personally. Mortgage agents are checked against FSRA mortgage brokering rules. Life insurance advisors against FSRA insurance conduct and carrier/MGA advertising rules. Financial advisors against OSC, and CIRO only where securities-licensed. Ontario title protection applies across chairs. A compliance check on a rented site you cannot control is less valuable than one on a site you own.
One-Time Project, Optional Monthly Plans
You own the site on your own domain. Hosting and domain renewal are your own registrar costs, not ours. After launch you choose the path: manage it independently, request future project work as needed, or add the optional Optimize and Grow monthly plans for active systems and ongoing work. The later stages — Optimize and Grow — are added in sequence once the foundation is solid; both have their own pages.
Who runs Rescue My Workday
The team is small by design. We serve only financial services advisors in Ontario and across Canada — no big-firm minimums, no fulfillment mill, no generic templates skinned the same way for every discipline. Every project passes through the founder before it ships.
The Founder
Former licensed financial advisor · mortgage agent · life insurance under his own FA licence
He has sat in all three chairs: life insurance, mortgage, investments. He reviews every Fix personally and checks each page against the correct regulator's current published advertising and title guidance for your discipline — FSRA mortgage brokering rules for mortgage agents, FSRA insurance conduct and carrier/MGA advertising rules for life insurance advisors, OSC for financial advisors, CIRO only where securities-licensed, Ontario title protection across chairs. He signs off before anything ships. If your compliance desk has questions, you are talking to someone who has faced one.
He sat in your chair. Now he'll show you what your site looks like to everyone else.
The founder worked in your industry, sat in your compliance meetings, and sold under the same rules you sell under. He built this audit because no web shop he ever worked with had done the same. Run it. See what a referred prospect actually finds when they type your name into a search bar — broken forms, pages that stall on mobile, a Maps listing with nothing behind it, silence where AI assistants should surface you. Written report. No cost. No commitment. If the audit comes back clean, that is a finding too.