The Advisor Marketing Review
Find out what is quietly weakening the firm's credibility before you spend more to fix the wrong thing.
Before you invest in a new website, brand, presentation, or ongoing marketing, the Review shows where a referred prospect loses clarity, trust, or a clear reason to choose you. Prospects look the firm up before the first conversation. AMP identifies where that impression breaks down, then tells you what to change first and what can wait.
$2,500
If AMP is engaged for a Positioning Foundation, Launch, Website, or larger custom engagement within 30 days, the $2,500 Review fee is credited toward that work.
Request a ReviewAMP will review the firm and confirm fit, scope, and timing before invoicing.
Senior, financial-services-specialized work for established advisors, breakaway teams, and RIAs. AMP accepts a limited number of Reviews each month.
A strong firm can still be difficult to choose.
Most firms that request a Review are already good at the work. The problem is rarely bad design. It is usually unclear positioning and proof that does not connect, so a qualified prospect cannot quickly see why this firm is the right choice.
Here is what usually happens after a referral:
- A prospect hears the advisor's name.
- They search the firm.
- They open the website.
- They read the biography.
- They compare the firm with other qualified advisors.
- They decide whether the next conversation is worth taking.
By the time that decision is made, they may have found:
- generic positioning that could describe any advisor;
- credentials that are listed but not connected to a reason to choose;
- unclear specialization;
- a dated biography;
- a website that no longer reflects the current business;
- presentations that tell a different story than the site;
- strong experience with no clear reason to pick this firm over the next one.
What the Review helps prevent
Most firms do not lose money on marketing because they spend too little. They lose it by doing the right work in the wrong order:
- redesigning the wrong message;
- paying for content before the positioning is clear;
- rebuilding the website without improving why prospects prefer the firm;
- creating materials that do not actually support referrals;
- producing every marketing asset separately instead of as one system;
- spending more than necessary because the work was sequenced badly.
The Review is designed to reduce the risk of spending significantly more money on the wrong work, in the wrong order. A $2,500 diagnosis can prevent a much larger marketing investment from starting in the wrong place.
What you receive
- A concise written assessment of how the firm currently appears to a referred prospect.
- What that prospect understands within the first few minutes.
- Where the positioning becomes generic, unclear, or difficult to remember.
- Where credibility and proof are disconnected from the claim.
- How the website, biography, LinkedIn presence, presentations, and referral materials reinforce or weaken one another.
- The three changes most likely to improve clarity and confidence.
- The recommended order of work.
- One senior working session to review the findings.
- A clear recommendation on whether AMP, a different provider model, or no immediate engagement is the right next step.
How the Review works
- Qualification. AMP reviews the request and confirms whether the Review is appropriate.
- Intake and evidence. The firm provides the essential business context and current materials.
- Structured assessment. AMP examines the public presentation, message consistency, credibility signals, buyer experience, and priority gaps.
- Senior working session. AMP presents the findings, explains the three highest-priority changes, and recommends the correct sequence.
Timing is confirmed before work begins and depends on complexity, access to materials, and stakeholder responsiveness.
Who the Review is for
- established advisors whose experience is stronger than how the firm currently appears;
- breakaway teams moving on a compressed timeline;
- RIAs repositioning toward larger or more specialized clients;
- firms preparing to rebuild a website or presentation;
- firms with strong referral activity but weak digital follow-through;
- advisors who know something is off but do not want to guess at the solution.
Who it is not for
- firms seeking the cheapest possible template website;
- firms looking only for social-media posting;
- businesses seeking guaranteed leads;
- firms unwilling to act on the diagnosis;
- firms that need legal, compliance, regulatory, or technology-transition advice.
Why AMP makes this diagnosis
Advisor Marketing Partners is a marketing and positioning firm for financial advisors, founded by Mike Auerbach. His experience spans financial services, advisor distribution, sponsor marketing, alternative investments, 1031 exchanges, and DST programs, so a Review does not start by explaining how the advisory business works. Mike Auerbach is not a financial advisor; AMP provides marketing and positioning services only.
The Review is built to be trustworthy on its own terms:
- a defined method and clear scope, not a generic checklist;
- every finding, priority, and recommendation reviewed and finalized by AMP;
- a willingness to tell a firm that it does not need AMP;
- published editorial standards.
More on the About page and in the Editorial Standards.
Why this is a paid engagement
The Review is real diagnostic work, not a sales call in disguise. The firm receives a written strategic assessment based on research, comparison, prioritization, and senior judgment. AMP is evaluating the business, not just the website, and the output can guide a much larger investment.
Free audits are usually designed to create a sales conversation. This is a standalone strategic product.
The Review has to be useful even if the firm does not hire AMP afterward.
The Review is not an extra fee if AMP is the right next step
If AMP is engaged for a Positioning Foundation, Launch, Website, or larger custom engagement within 30 days, the $2,500 Review fee is credited toward that work.
The Review becomes the strategic foundation for the engagement rather than work that has to be repeated.
After the Review, one of three things happens
- The firm has enough clarity to make the changes internally.
- AMP recommends a focused project.
- AMP concludes that a different provider model is a better fit.
There is no obligation to continue, and no automated sales sequence.
Common questions
How much does the Advisor Marketing Review cost?
$2,500. If AMP is engaged for a Positioning Foundation, Launch, Website, or larger custom engagement within 30 days, the $2,500 Review fee is credited toward that work.
Is the Review credited toward a larger engagement?
Yes. If AMP is engaged for a Positioning Foundation, Launch, Website, or larger custom engagement within 30 days, the $2,500 Review fee is credited toward that work, so it becomes the foundation for the engagement rather than a separate cost.
Is this a free audit or a discovery call?
No. It is paid strategic work: a structured research and analysis process, reviewed and finalized by a senior strategist, ending in written findings and a working session. It is not a free audit, a generic discovery call, an automated score, or an AI-generated report.
What does the Review include?
A written assessment of how the firm appears to a referred prospect, where positioning and proof break down, the three highest-priority changes, a recommended sequence of work, and one senior working session. It ends with a clear recommendation on the right next step, which may be AMP, a different provider model, or no immediate engagement.
How long does the Review take?
Timing is confirmed before work begins and depends on complexity, access to materials, and stakeholder responsiveness. AMP accepts a limited number of Reviews each month to preserve the quality and speed of the work.
What happens after the Review?
One of three things: the firm has enough clarity to act internally, AMP recommends a focused project, or AMP concludes that a different provider model is a better fit. There is no obligation to continue.
Does AMP use AI?
AMP may use structured software and AI-assisted research to organize public information and identify patterns. Every factual claim, priority, and recommendation is reviewed and finalized by AMP. The Review is not an automated report.
Does submitting the form guarantee acceptance?
No. Submitting the form is a qualification request, not a booking or a purchase. AMP reviews each request, confirms fit, and follows up with scope, timing, and invoicing only if the Review is the right next step.
$2,500
A written strategic assessment, one senior working session, and a clear recommendation on what to change first. Credited toward a Positioning Foundation, Launch, Website, or larger custom engagement if AMP is engaged within 30 days.
Request a ReviewRequesting a Review is a qualification step, not a booking or a payment.
Request the Advisor Marketing Review
Submit the firm below. AMP will review the request and follow up if the Review appears to be the right next step.
Your request has been received.
AMP will review the information and determine whether the Advisor Marketing Review is the appropriate next step. If it appears to be a fit, AMP will follow up with scope, timing, and payment instructions.