Industry · Financial Advisory Firms
Be retrieved by the employer or owner with a specific problem.
Employers and business owners search for advice on a specific obligation or decision. We make your services, registration and advisors explicit enough to be matched to those queries.
The retrieval problem
Clients search for an obligation. Sites describe a philosophy.
An HR leader asks what fiduciary responsibilities the company has for its 401(k) plan. Most advisory firm sites lead with values and a planning philosophy. The firm retrieved is the one that answers the question for plan sponsors, and states its registration, fiduciary role and the advisors who do the work.
Buyer queries
The queries we model in this market.
Examples, one from each stage of a purchase. Your report models the full set for your services and your region.
What are an employer's fiduciary duties for a 401(k) plan?
401(k) advisors for mid-sized companies
3(21) or 3(38) fiduciary for a company 401(k)?
Fee-only fiduciary advisors for business owners
What has to be explicit
The facts systems need to match you to those queries.
- Services for plan sponsors and services for individuals, kept distinct
- SEC or state registration, and your fiduciary role
- Advisors' credentials, such as CFP
- Client types and the problems you solve for each
- Locations
Who we work with
- Retirement plans and 401(k)s
- Employee benefits
- Wealth management
Who decides
HR leaders and CFOs for workplace plans, business owners for their own wealth.
How it starts
From application to roadmap.
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01
Apply
Answer seven short questions about your business. We read every application.
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02
15-minute consultation
Free. We show you two or three verified retrieval weaknesses in your market.
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03
Retrieval Opportunity Report
A measured diagnosis of one service category, and a prioritised roadmap.
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04
Implementation
The roadmap carried out, then re-tested against the same measures.
Common questions
How does this fit with the SEC Marketing Rule?
Everything we write is factual and clear, but anything that counts as an advertisement still goes through your compliance review. We build that review into the work.
The roadmap, service by service
Free 15-minute consultation
Find out where your business stands.
- How search and AI systems currently interpret your business
- Where competitors are better understood than you
- Specific retrieval weaknesses, checked before we speak
- Whether there is work worth doing, and what it is worth to you
Apply for a free 15-minute consultation
We reply within one business day, and usually within the hour.