AMP Diagnostic
The Look-Up Test
The Look-Up Test examines what a referred prospect finds before the first conversation. It looks at whether the prospect can understand who you help, why you are relevant, and what gives them a reason to call.
What happens after a referral
A referral isn't a handoff; it's a starting line. A client shares your name, and before they ever call, the prospect looks you up: your search result, your website, your LinkedIn, and whatever a referral partner forwards. In about ninety seconds they've formed an impression. A referral is not complete when the introduction is made. It is complete when the prospect validates the advisor at the look-up.
What the Look-Up Test reviews
Seven surfaces, one question each: does your specific value come through?
1. Homepage clarity
Does the first line say who you're especially for, or does it lead with "comprehensive wealth management" that could belong to any advisor?
2. Biography relevance
Does your bio answer "does this person get someone like me?", not just "is this person qualified?" A credential list doesn't answer the first question; a client type does.
3. LinkedIn consistency
Does your profile tell the same specific story as your website, or is one sharp and the other stale?
4. Search-result consistency
When a prospect searches your name, does the result reinforce a clear, specific practice, or return something thin, mixed, or generic?
5. Credibility evidence
Is your proof connected to the client's situation, or floating in a list of designations a prospect can't interpret?
6. Referral-forwardability
Is there one clear sentence and one concise thing a CPA or attorney could confidently send? If not, referrals arrive cold.
7. CTA clarity
Is the next step obvious and singular, or does a ready prospect have to guess what to do?
The five-question self-test
Run these on your own presence right now:
- Search your name. Does the result make your specific practice clear?
- Read your homepage as a stranger. Can you tell who it's for in ten seconds?
- Read your bio. Does it lead with who you help, or with credentials?
- Open your LinkedIn and website side by side. Do they agree?
- Ask: is there one thing a referral partner could forward that explains who you're best for?
An illustrative example
Comprehensive wealth management for individuals and families
Financial planning for business owners in the years before a sale
What the Advisor Marketing Review includes
The Look-Up Test done for you, in writing. The Advisor Marketing Review is a concise 1–2 page written assessment: what prospects currently find, where your positioning is generic, where credibility breaks, what referral partners lack, the three highest-priority changes, and a recommended next step, plus one working session. It's a working read, not a sales call. If it's not a fit, we say so.
Related reading: Financial Advisor Positioning.
See what prospects see
Want the Look-Up Test run on your real presence? That's the Advisor Marketing Review: one written assessment, one working session.
See what prospects see