See what a referred prospect finds when they search your name
A referred prospect hears your name, opens a browser, and types it in. The free audit shows you what they find — in writing, before any money changes hands. Site health. Broken forms. Mobile speed. Maps listing. Crawler-access rules. Structured data. Presence in the directory sources AI answers cite. The audit also checks how much of your site shares its skeleton and sentences with other advisor sites — the template problem made visible. Written report. No cost. No commitment. The report also tells you which stage of the system you're ready for — and if your current site already meets the foundation standard, it says so plainly, and we connect the follow-up system without rebuilding anything.
Your name, your site, your email. That is all it takes.
The audit runs against your complete site and your name in search. The written report is delivered to your email when the run finishes. If it comes back clean, that is a valuable written finding too — a dated baseline you can measure against later.
What a referred prospect finds when they search your name
The audit is free and automated. It puts in writing what a referred prospect actually finds when they type your name into a search bar — broken forms, slow mobile pages, a thin Maps listing, absence from AI answers. It also checks how much of your site shares its skeleton and sentences with other advisor sites built on the same template. If it surfaces problems, it points to the stage that fixes them. If it comes back clean, that is a written finding too. You walk away with a dated baseline and owe nothing. The report includes prioritized findings, severity levels, business impact, and recommended next actions.
Example finding — illustrative
High priority: Your booking form fails on mobile.
Business impact: Referred prospects cannot request an appointment.
Recommended fix: Repair the form, its notifications, and conversion tracking.
Free Foundation Audit
Automated report on your site and your name-search presence. Checks site health, broken forms, mobile speed, Maps listing, crawler access, structured data, and the directory sources AI answers cite. A dated live spot-check is included, reported with query, date, location, and stated variance. The audit also flags platform fingerprints and duplicate sentences found on other advisor sites — how much of your site talks like everyone else's. No cost, no commitment. This is the only action offered to a first-time visitor.
One-time technical repair of everything the audit found — speed, mobile, forms, tracking, compliance pages, and the message layer. Each project is individually scoped and built. No fulfillment mill. No generic template skinned for every advisor. Checked against the correct regulator's published advertising and title rules for your discipline: FSRA for mortgage and insurance conduct, OSC for financial advisors, CIRO only where securities-licensed, Ontario title protection across chairs. The founder — a former licensed advisor who sold life insurance under his own FA license and sat in all three chairs — reviews every project personally.
Clean Audit Finding
Some audits come back clean. A clean report is a valuable written finding — a dated baseline for your site and name-search presence. You are enrolled in a follow-up sequence tied to your original audit date that tells you what changed in regulator guidance, site signals, and AI-answer sources since your report. There is no project-close conversation, because no project was purchased.
Which Stage Comes Next
The audit reviews four things: your website foundation, your search visibility, your lead capture, and your follow-up readiness. The report tells you whether the next step is Fix, Optimize, Grow — or no action at all. If you already own a site that meets the standard, it says so, and the follow-up system can connect without a rebuild. Whatever the finding, the website you end up with is yours, on your own domain, with no mandatory rental or maintenance contract — the optional Optimize and Grow monthly plans pay for active work, not for permission to keep your site.
Questions advisors ask before the audit
What Ontario financial services advisors want to know before they run the free foundation audit — answered plainly, because the founder sat in your chair and will not waste your time.
What does the audit cost?
Nothing. The audit is free and the report is written. It shows you what a referred prospect finds when they search your name — broken forms, slow mobile pages, a thin Maps listing, absence from AI answers, and how much of your site shares its skeleton and sentences with other advisor sites. If it finds problems, the report points to one thing: the Website Rescue, a one-time project scoped to what the audit found, with no mandatory maintenance retainer. If the audit comes back clean, that is a valuable written finding too.
How is the audit delivered?
The audit is an automated report delivered by email. It covers site health, broken forms, mobile speed, Maps listing, crawler-access rules, structured data, presence in the directory sources AI answers cite, and a dated live spot-check reported with query, date, location, and stated variance. You receive a written report — no verbal sales pitch attached. Some audits come back clean, and a clean report is a finding worth having in writing.
Do you work with all advisors?
Only financial services advisors — life insurance advisors, mortgage agents, and financial advisors. The founder sold life insurance under his own FA license, worked as a mortgage agent, and has sat in all three chairs. He reviews every project personally. Each Fix is checked against the correct regulator's published advertising and title rules for that advisor's discipline — FSRA mortgage brokering rules for mortgage agents, FSRA insurance conduct and carrier or MGA advertising rules for life insurance advisors, OSC for financial advisors, and CIRO where securities-licensed. Ontario title protection for the financial advisor and planner titles applies across chairs.
Who owns the site after the Fix?
You do. The site is built for your practice, your name, your clients — and it lives on your own domain. It stays yours through every firm change, because your clients follow you, not your brokerage. Template subscription platforms rent advisors a website forever; stop paying and it disappears. Broker profile pages rank for the firm, belong to the firm, and vanish the day you leave. The project is one-time and you own the completed site. Hosting and domain renewal are your own registrar costs, not ours.
Why I built this audit
I held a financial advisor license. I worked as a mortgage agent. I sold life insurance policies under my own FA license. I sat in all three chairs, faced the same compliance desks you face, and relied on the same referrals you rely on. What I never had was a tool that showed me what a referred prospect actually found when they searched my name — broken form, slow mobile page, thin Maps listing, or nothing at all. So I built one.
Template subscription platforms rent advisors a website that looks like every other advisor's site — and the day you stop paying, it disappears. Broker profile pages rank for the firm, belong to the firm, and vanish when you leave. Neither is yours. The free audit is the entry point: it shows you the problem in writing before any money changes hands. If it comes back clean, that is a valuable written finding too. The Website Rescue is a one-time project fee on your own domain — no rental, no page that disappears when you change firms.
See what a referred prospect finds when they search your name
Someone was referred to you. They typed your name into a search bar. What came back? A broken contact form. A mobile page that took too long. A Maps listing with no detail. No mention in the AI answers your prospect is starting to trust. Maybe sentences that appear word-for-word on other advisors' sites — because your broker handed you the same template. The free audit checks all of it. You get a written report. No cost, no commitment.