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For wealth management and advisory firms

Google Business Profile care for wealth management firms.

Prospects vet advisors quietly, on Google, for weeks. Your profile is the first signal of how you actually run the firm.

Get a free profile auditSee how it works

Why it matters

A single new household relationship is worth seven figures in assets over its life. Losing one to a firm with a more credible-looking profile is the kind of preventable loss no one notices until annual reviews.

What we see in wealth management and advisory firms

The same four problems, on almost every profile.

  • 1Profile that reads like a directory listing rather than a boutique firm.
  • 2No posts on planning topics, team additions, or community involvement.
  • 3Reviews from former clients sitting without a careful, compliant response.
  • 4Services list missing the planning specialties you actually want to grow.

The cost of doing nothing

One household a year is the firm's growth.

$10,000–$50,000

in annual fees per household relationship lost

Wealth management LTV compounds across decades. Lose one household to a firm whose profile felt more current and that's years of recurring fees, plus the referrals that would have come from them. You never see it happen.

What you get instead

Every week, your profile gets the care it actually needs.

  • ✓Posts on planning topics in a compliant, brand-true voice.
  • ✓Reply handling drafted for your approval, never auto-posted.
  • ✓Profile tuning on the specialties you want to grow.
  • ✓Monthly summary you can read in a minute.

Pricing

A fraction of what one missed month already costs you.

Two plans, billed monthly. Each one is built around the cycle your profile actually needs.

Growth
$800/mo

The package most local businesses need. Reviews answered, posts shipped, profile kept alive.

Premium
$1500/mo

Everything in Growth, plus the higher-stakes layer for verticals where one missed booking pays for the year.

First month is $250, with Months 2-4 prepaid at signup. Month 5 onward is month-to-month.

Start with a free auditBegin onboarding