A website made for your practice. Yours on your own domain. Yours through every firm change.
Whether you have an outdated website, a rented template, only a brokerage profile, or a site that looks fine but is broken underneath — technical debt Google quietly punishes and AI assistants don't trust — we start by fixing the foundation. Most advisor sites are broker-issued templates, so however much you change the colours, they talk the same to the bots, and some of their sentences appear word-for-word on other advisors' sites. Your broker's profile page is worse: it belongs to the firm, ranks for the firm, and disappears the day you leave. We fix your site — speed, mobile, forms, tracking, compliance pages — on your own domain, built for your practice and no one else's. One-time project fee. No mandatory maintenance retainer.
What the Website Rescue delivers
Your broker gave you a template. You changed 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. We fix that. One-time project fee, on your own domain, made for your practice and your name. It survives every firm change because your clients follow you, not your brokerage. The proof behind that promise: a former financial advisor and mortgage agent who sold life insurance under his own FA license reviews every page before it ships.
An automated report on what a referred prospect finds when they search your name. Site health, broken forms, mobile speed, Maps listing, AI-findability signals — each search and AI check reported with query, date, location, and stated variance. A clean report is a valuable written finding too. The first step for every new client. No cost, no commitment.
Website Rescue
One-time technical repair of everything the audit found — speed, mobile, forms, tracking, compliance pages. Each project individually scoped and built, not skinned from a shared template. One-time project fee — no mandatory maintenance retainer. 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. Hosting and domain renewal are your own registrar costs, not ours.
Own It On Your Domain
Template subscription vendors rent advisors a website forever — stop paying and it disappears. 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, on your own domain, made for your practice and your name. A compliance check on a rented site you cannot control is less valuable than one on a site you own. The ownership structure is what makes the compliance work worth something.
Prepared for compliance review
Every Fix is checked against the correct regulator's published advertising and title rules for your discipline. Mortgage agents: FSRA mortgage brokering rules. Life insurance advisors: FSRA insurance conduct and carrier/MGA advertising rules. Financial advisors: OSC, and CIRO only where securities-licensed. Ontario title protection applies across chairs. A written per-page compliance check summary ships with every Fix — a structured head start that saves your compliance desk review time by pre-organizing against current published guidance. Labeled internal preparation document, not a legal opinion. Your desk always has final say. The founder reviews every project personally.
One-time fee. No mandatory maintenance retainer. The site is yours.
Template platforms sell the same skeleton to every advisor and charge monthly for the privilege. None of them are made for you. None of them are yours. We fix your site on your own domain and you own it outright. Website Rescue is a $500 defined-scope package — the audit determines the repair plan within it, up to 15 priority items; full rebuilds and work beyond that scope are Maccabi Advisory projects from $3,500. The free audit shows you, in writing, what a referred prospect finds when they search your name. You see the problem before any money changes hands.
Website Rescue
$500 · one-time
Standardized repair of what the audit found on your existing site, within the audited fix list of up to 15 priority items — speed, mobile, broken forms, tracking, compliance pages, and the message layer that talks like every other advisor's template.
- Built for your practice, your name, your clients — not skinned from the same theme every other advisor uses. To the bots, a recoloured template still talks the same.
- Written per-page compliance check summary ships with every Fix. A structured head start against current published FSRA, OSC, or CIRO guidance for your discipline — advertising and title rules only, not product suitability. Labeled internal preparation document, not a legal opinion. Your compliance desk always has final say.
- Founder reviews every page before it ships. He worked in your industry, sat in your chair, faced your compliance desk — and knows your regulator's rules by name.
New Site Setup
Maccabi Advisory · from $3,500 one-time
When the audit finds no site you own — only a broker or MGA profile page that ranks for the firm, belongs to the firm, and vanishes the day you leave. A distinct scope with different deliverables from a repair.
- Your site, on your domain, portable across every firm change. Clients follow the advisor, not the brokerage — your web presence should too.
- Both scopes are one-time. Both carry the same compliance preparation. Both ship with the per-page check summary and founder review. The difference is build-from-scratch versus repair-what-exists — explicit, not bundled.
- Same regulator-cited compliance methodology: FSRA for mortgage and insurance conduct, OSC for financial advisors, CIRO where securities-licensed, Ontario title protection across chairs.
After Launch
Your choice of path
Once the project ships, you choose how to run it: manage the website independently, request future project work as needed, or add Optimize and Grow for active systems, support, automation, and ongoing visibility work.
- You own the site on every path — we do not hold the keys, and there is no mandatory website rental or maintenance contract.
- Future project work is scoped and billed like the first: individually, one-time, with the same compliance preparation.
- Hosting and domain renewal are your own registrar costs, not ours. No hidden line items, no surprise invoices.
Questions about the Website Rescue
What advisors ask before they run the audit or commission a Fix. Straight answers, no sales theatre.
What does it cost?
The Website Rescue is a one-time project fee. No mandatory retainer or subscription for the website itself. Every project is scoped individually from what your audit found — the price follows the work, not a menu. If the audit finds you have no personal site you own, only a broker or MGA profile page, that is a distinct new-site setup scope with different pricing and different deliverables from a repair of an existing site. Both are one-time. Both carry the same compliance preparation. Hosting and domain renewal are your own registrar costs, not ours.
How does the process work?
You start with the free audit. It shows you in writing 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. You read the report. You decide whether the findings warrant a Fix. No money changes hands until the report is in front of you and you see the problem yourself. If the audit comes back clean, that is a valuable written finding too. And if your existing site already meets the foundation standard, the audit says so plainly — we approve it as the foundation and connect the follow-up system without rebuilding it.
Do you work with advisors like me?
Rescue My Workday serves only financial services advisors — life insurance advisors, mortgage agents, and financial advisors in Ontario and across Canada. No generalist clients. No big-firm minimums. Built for one-person practices. 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. Each discipline page maps to the correct regulator's advertising and title rules — FSRA for mortgage and insurance conduct, OSC for financial advisors, CIRO only where securities-licensed, Ontario title protection across chairs.
Who owns the site when it is done?
You do. The site lives on your own domain, registered in your name. Template subscription platforms rent advisors a website forever — stop paying and it disappears. Your broker's profile page ranks for the firm, belongs to the firm, and vanishes the day you leave. We fix your site and you own it outright. 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. A compliance check on a rented site you cannot control is less valuable than one on a site you own — the ownership structure is what makes the compliance work worth something.
Your site. Your domain. Yours through every firm change.
Template platforms sell the same skeleton to every advisor. Change the colours, swap the photo — to Google and AI it still talks like everyone else's, and some of its sentences appear word-for-word on other advisors' sites. We fix your site on your own domain, built for your practice and your name. You own it — no mandatory retainer, no rented template, no profile page your brokerage controls. Every page ships with a written per-page compliance check summary — built from current published FSRA, OSC, or CIRO guidance for your discipline, labeled internal preparation document, not a legal opinion. Your compliance desk always has final say.