Financial Advisors
Your clients follow you, not your brokerage. Your website should too. Template platforms sell the same site to every advisor — none of them made for you, none of them yours. We fix your site and you own it outright on your own domain, no mandatory retainer, portable through every firm change. The founder held an FA license, worked as a mortgage agent, and sold life insurance under that license. He has sat in all three chairs and reviews every project personally. For financial advisors, pages are checked against current published OSC guidance — CIRO where you hold a securities license — and Ontario title protection for the financial advisor and planner titles, administered by FSRA.
A one-time fix, on your own domain — yours through every firm change
Template platforms rent financial advisors the same skeleton they rent every other advisor. You change the colours and the photo. To the bots it still talks exactly the same, and some of its sentences appear word-for-word on other advisors' sites. Broker profile pages rank for the firm, belong to the firm, and vanish the day you leave. The website project is one-time and the site is yours — on your own domain, no mandatory retainer, no platform dependency. A compliance check on a rented page you cannot control is less valuable than one on a site you own. The ownership structure is what makes the compliance work worth something.
An automated report on your site and what a referred prospect actually finds when they search your name — broken forms, slow mobile pages, thin Maps listing, AI-findability signals. The first step for every new client. Written report, no cost, no commitment. If it comes back clean, that is a valuable written finding too, and you are enrolled in a dated-baseline-plus-delta follow-up sequence that tracks what changed in regulator guidance, site signals, and AI-answer sources since your specific report.
A one-time technical repair of everything the audit found — speed, mobile, forms, tracking, compliance pages. Checked against OSC advertising rules and Ontario title protection for the financial advisor and financial planner titles administered by FSRA; CIRO rules applied only where you are securities-licensed. The founder has sat in your chair and reviews every project personally. 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.
Optimize (after the fix)
Appointment follow-up, seminar and lead-magnet nurture, review reminders, referral workflows, and database reactivation — built for the longer trust cycle of a planning practice, where prospects compare quietly before they ever call. Added after your website passes the foundation standard — see the Optimize page for details.
Grow (when you're ready)
Local SEO, Maps, name search, AI-answer visibility — turned on when your foundation can carry it. Offered to Optimize clients, in sequence. Growth comes last, not first.
Frequently asked questions
What financial advisors ask before running the audit or ordering the Fix.
What does the audit cost?
Nothing. The Free Foundation Audit is a written report on your site and your name-search presence — site health, broken forms, mobile speed, Maps listing, and AI-findability signals. No cost, no commitment. You see what a referred prospect finds when they search your name before any money changes hands. If the audit comes back clean, that is a valuable written finding too — and you are enrolled in a dated-baseline-plus-delta follow-up sequence that tells you what changed in regulator guidance, site signals, and AI-answer sources since your specific report.
How fast can we start?
The audit is automated and the report is delivered by email. Once you have the report, the Website Rescue is a one-time project — individually scoped and priced up front, no mandatory retainer. If the audit finds you have no personal site you own, only a broker or MGA profile page, the Fix is scoped as a distinct new-site setup with different pricing and different deliverables from a repair of an existing site. Both are one-time. Both carry the same compliance preparation.
Do you work with financial advisors?
Exclusively. Rescue My Workday serves life insurance advisors, mortgage agents, and financial advisors — no other industries. The founder has sat in your chair and knows your regulator's rules. Financial advisor sites are checked against current published OSC guidance, CIRO only where you are securities-licensed, and Ontario title protection rules for the financial advisor and financial planner titles apply across the board. A written per-page compliance check summary ships with every Fix — a structured head start that saves your compliance desk review time. It covers advertising and title rules only, not product suitability or advice standards. It is labeled internal preparation document, not a legal opinion.
Who owns the work?
You do. Template subscription platforms rent advisors a website forever; we fix your site and you own it outright, on your own domain. Every file, every page, every asset — yours from day one. Your clients follow you, not your brokerage, and your website should follow you too — through every firm change. Hosting and domain renewal are your own registrar costs, not ours. You own the completed website outright. If you want ongoing care, automation, and growth, the optional Optimize and Grow monthly plans cover active systems, monitoring, support, and ongoing work — not permission to keep your site.
See what a referred prospect finds when they search your name
A referred client hears your name, opens their phone, and searches. What they find is what they judge you by — not the brochure you handed them. The free audit shows you that result in writing: broken forms, mobile speed, Maps listing, and whether your site shares its skeleton and sentences with other advisors' sites. Template platforms sell the same site to every advisor. None of them made for you. None of them yours. We fix your site on your own domain, and it stays yours through every firm change — because your clients follow you, not your brokerage.