The Advisor Marketing Review
See what prospects see before the first conversation.
A concise written assessment of your story, messaging, credibility, website, positioning, and professional presentation, and what to fix first. If AMP is the right fit, the Review becomes the strategic starting point for the Launch engagement.
One written assessment. One working session. Not a sales call disguised as an audit.
What you receive
- A 1–2 page written assessment.
- What prospects currently find when they look you up.
- Where your positioning is generic.
- Where credibility breaks.
- What referral partners lack.
- The three highest-priority changes.
- A recommended next step.
- One working session to review the findings.
Request the review
Fit
Best for established advisors, advisor teams, and newly independent RIA firms whose presence no longer reflects the work. Not for new advisors seeking lead generation or low-cost templates. If the honest recommendation is that you do not need us, that is what you will hear.
Boundaries
One advisor or small team; the public surfaces a referred prospect checks. Acknowledged within one business day. Confidential by default: no mailing list, no automated sequence, no contact with your firm. Details are on the privacy page.
Common questions
What does the Marketing Review cover?
What prospects can currently see, what you actually offer, and what should become clearer, ending in a direct recommendation on which engagement fits, or that none does yet. Diagnostic work, not a pitch.
What does “starting at” include?
The stated price covers the full core scope listed for that engagement. Practices differ; any expansion is defined and priced in writing before work begins. No hourly billing.
How does firm or compliance review work?
Every deliverable is organized for your firm's review process, with revision time built in. Approval authority stays with your firm; we never represent anything as firm-approved unless it is.
Who owns the finished assets?
Finished copy, designs, editable files, and client-controlled accounts transfer at handoff. Nothing about the engagement leaves you dependent on us.
Your request is in.
I’ll review what you shared and acknowledge it personally within one business day. If the Review is not the right fit, I’ll say that directly rather than schedule a session anyway.