Breakaway advisors
Website and search setup for advisors leaving a wirehouse or broker-dealer to start an independent firm, so clients and prospects can find, trust and contact you from the first week.
When you go independent, your clients will search for your new firm, and so will the people they tell about you. If the new site is not indexed, the Google listing does not exist yet, or your name still points to your old firm, that first search can send them somewhere else.
A launch plan makes sure your new firm shows up in Google, Google Maps and AI tools from the start.
What's included
Pages for your services, team, process and the questions clients ask, set up so Google can index them from day one.
Your new office listed and verified on Google Search and Maps, with the right categories and services.
Your bio, LinkedIn and directory profiles updated so searches for your name lead to your new firm.
Sitemap, Search Console, Bing Webmaster Tools, schema and analytics in place before you announce.
A launch article and FAQ that answer what clients ask when their advisor moves.
Rankings, listings and enquiries tracked weekly after launch, with fixes as needed.
Ideally six to eight weeks before you announce, so the site and listings are ready. If you have already launched, we start with the fixes that matter most.
I plan the structure, content and search setup and work with your web designer or platform. If you do not have one yet, I can suggest options that suit advisory firms.
Contract terms or protocol rules about contacting clients are for you and your attorney to confirm. My job is to make sure what you publish is accurate and that your new firm is easy to find.
Book a 30-minute call and we’ll map what needs to be live before you announce.