A $1M prospect researches you long before they call.
Before a prospect books an introductory call, they search your name, your firm, and your category, and increasingly they ask ChatGPT, Claude, Perplexity, and Gemini who to trust with their money. If that quiet diligence finds a thin site and no clear answer, the call never happens, and you never know it was close. Siteway runs the whole funnel for you: get found on Google, get found in AI search, convert visits into booked calls, capture and qualify every lead, and measure the pipeline that results. One senior team does the work. You approve it and watch the dashboard.
One booked call can be a six-figure relationship.
The prospect deciding whether to book an introductory call with you is often a $1M household. At a typical advisory fee of about 1%, that household is roughly $10,000 a year in revenue, and advisory relationships often run a decade or longer. One converted introductory call is plausibly a six-figure relationship over its life. That is the unit your marketing should be measured in. Most marketing for financial advisors is measured in impressions and traffic instead, which is how a firm can feel busy online while the calendar stays quiet.
Now price the invisibility. If your firm is absent from the searches and AI answers where prospects do their diligence, you are not losing deals you can see. You never enter the conversation. Even one missed household a month, at conservative numbers, is a six-figure annual cost hiding in plain sight, and your analytics will never show it. Analytics report traffic, not lost demand. Your site is quietly leaking the most expensive kind of pipeline there is: people who were already looking for you.
Diligence happens in silence, weeks before the call.
A prospect with $1M to move does not call the first name they hear. They search your name, your firm, and your category. They read whatever Google returns, and increasingly they ask ChatGPT, Claude, Perplexity, or Gemini a blunter question: who should I actually trust with my money? A Google page shows ten options. An AI answer names one to three. We work to make one of them you, and never promise a guaranteed placement.
So the first two jobs of the funnel are visibility where that diligence happens. We build the technical and content foundation designed to rank for the commercial searches in your market (fee-only, fiduciary, retirement planning, your city), engineered to a 90+ performance target so the base compounds instead of evaporating with the next update. Then we structure your credentials, your approach, and your proof so answer engines can read you, trust you, and name you when someone asks. SEO for financial advisors wins the list of links. Answer-engine optimization wins the recommendation.
Prospects arrive with three questions most advisor sites never answer.
Who do you serve, what do you charge, and what happens on the first call: that is what a prospect mid-diligence actually wants to know. Most advisor sites answer none of it. They read like an extension of the ADV, with the bio, the philosophy page, and the disclosures all present and accounted for, while the questions that decide whether the call gets booked go quietly unaddressed. The prospect leaves without a trace. Your contact form 'works.' Nobody fills it out. A site that earns trust but never asks for the call is not an asset. It is a leak with a logo.
We build the site as one funnel, a 10 to 20+ page build depending on tier, engineered around a single conversion: the booked introductory call. It is typically live in about 3 weeks, with no phase two that never arrives, and nothing in your hands beyond a few short calls and approvals. The site you launch is the worst it will ever be, because every month after, we run experiments against one number: qualified pipeline.
- ✓Pages that answer diligence questions directly (who you serve, how you charge, what the first meeting covers), because a prospect who finds the answer keeps moving toward the call.
- ✓One unmistakable next action on every page: book the introductory call, with the calendar wired in so scheduling happens in the same visit, not in an email thread that goes cold.
- ✓Specific, defensible claims instead of adjectives, because regulators and answer engines both reward precision, and people moving serious money distrust hype.
- ✓Speed and technical health to a 90+ performance target, because a slow site reads as a careless firm to someone deciding whether to trust you with their savings.
The sale closes on a Friday. The search starts that night.
A business sells, an estate settles, a retirement date stops being theoretical: the events that put money in motion arrive on their own schedule, and the questions begin the same evening. A prospect who reaches out at 9pm and hears nothing until Thursday has usually kept looking. The fourth job of the funnel is to capture and qualify every lead the moment it appears, 24/7, so the conversation starts while the intent is still warm.
Capture here means more than a form, because financial advisor lead generation is not a volume game; one qualified household outweighs a hundred unqualified clicks. Inquiries are caught, qualified against what you actually care about (assets to manage, situation, timeline), and routed straight to your calendar, with the stack you already run wired in: HubSpot, Calendly, Slack, and the rest, usually within days, not weeks. Nothing depends on someone remembering to check an inbox. By the time you join the call, you already know who you are talking to.
Measured in booked calls, not bounce rates.
Wealth management marketing has a habit of reporting activity. We report pipeline. Everything above feeds one place, the Siteway dashboard, included in every tier: AI-search visibility, Google rankings and technical health, site analytics, and multi-touch attribution from the first search or AI answer to the booked introductory call. It is run by the senior team and watched by you, with real-time alerts. The dashboard is not something you operate alone. You open it and see what your marketing actually produced: named, qualified conversations.
The figures we hold ourselves to are hedged on purpose. Engagements typically see a 2.4x lift in qualified leads, and AI answers representatively grow to around 38% of sourced pipeline. That number is a direction of travel, not a promise. For a firm where one household can be worth six figures over the relationship, check even the conservative end of that range against your own averages; that is the comparison the fee should survive. You approve the work. We do the rest.
Most advisory firms fit Accelerate ($6,500/mo), the full funnel run end to end. Assist ($3,500/mo) runs one stage of your choice; Ascend ($11,500/mo) raises the tempo for firms competing in dense metros; Enterprise covers multi-brand and multi-location. We keep a deliberately small client list so one senior team goes deep on each account, and when capacity is full, new clients join a short waitlist. Every engagement starts with a complimentary audit.
Every stage, run for you.
The same five-stage funnel, tuned to how financial advisors & wealth managers buyers actually search, decide, and book.
Frequently asked questions
Because referrals get vetted too. Before a referred prospect calls, they search your name and your firm, and increasingly they ask ChatGPT, Claude, Perplexity, or Gemini whether you are the right choice. If that diligence finds a thin site and no answer, warm introductions quietly go cold, and you never learn it happened. The funnel does not replace referrals; it stops them from leaking.
You approve everything before it ships, so your normal review process sits naturally inside the workflow. We also write the way compliance tends to prefer: specific, defensible claims rather than promises of performance, which is the same style answer engines and serious prospects reward. Your job stays small: know your business, join a few short calls, and approve the work.
Ask one. Prospects already type questions like 'fee-only fiduciary near me' or 'who should manage a $2M retirement portfolio' into ChatGPT, Claude, Perplexity, and Gemini, and the engines answer with one to three named firms. We structure your credentials, approach, and proof so the engines can read and repeat them, then track how you surface across those engines in your dashboard. We work to make you one of the named answers, never a guaranteed placement.
Accelerate at $6,500 per month is the most common fit: the full funnel, from Google and AI search through the site, capture, and the dashboard. Assist at $3,500 per month runs a single stage end to end, and Ascend at $11,500 per month adds tempo and a dedicated growth strategist for competitive metros. Engagements run on a one-year term, then month to month. Given what a single new household is worth in this business, the math is straightforward to check against your own averages.
Builds typically go live in about 3 weeks from kickoff. Conversion gains usually show first because they act on traffic you already have, while Google and AI visibility compound over the following months as the engines re-crawl and learn to trust the firm. From launch onward the work is monthly: we test, and you watch qualified pipeline move in the dashboard.
A senior strategist examines how you show up on Google, how ChatGPT, Claude, Perplexity, and Gemini describe you, and where your site loses the prospects it gets, delivered in days, not weeks. It is not an automated scan or a sales teaser. You get a ranked findings report, your Siteway dashboard, and a prioritized 90-day plan you keep, whether or not you hire us. It costs you nothing and commits you to nothing.
Stop leaking the clients who vet you.
Somewhere right now, a prospect with real money is researching your category, and the answer they read may not include you. Start with the complimentary audit: a ranked findings report, your Siteway dashboard, and a prioritized 90-day plan you keep, whether or not you hire us.
A complimentary audit of your current site. Yours to keep.