Welcome New client setup

Let's get you started

You said yes. Now we need a few details about your firm. It takes about 5 minutes. Only the first few questions are required. Skip anything you're not sure about and we'll figure it out together.

1 Your firm

Firm name (required)

Your name (required)

Email (required)

Phone (required)

Metro area you serve (required)

Put your main city first. This is the metro area we lock in for you, so no other advisory firm in it can work with us.

How is your firm registered?

SEC-registered RIA State-registered RIA Broker-dealer affiliated Not sure

It changes which marketing rules apply (the SEC Marketing Rule, your state's rules, or FINRA Rule 2210). Not sure is fine.

Compliance contact's name (CCO or consultant)

Compliance contact's email

Every page we build goes to this person for approval before it goes live. If you are your own CCO, put yourself here.

2 Your website and Google listing

All optional. If you don't know an answer, leave it blank. We'll sort it out with you.

Your website address (if you have one)

Do you own your domain? (your web address, like smithwealth.com)

Yes No Not sure

No domain yet? That's fine. We'll help you get one in your name.

Who is your domain with? (optional)

Not sure who your domain is with? Leave it blank and we'll find it.

Do you have a Google Business Profile? (your firm's listing on Google Maps)

I have one I don't Not sure

Email you use for your Google listing (optional)

This is the Google account that manages your listing. Not sure? Leave it blank. We never need your password.

3 Who you want more of

This helps us build the right pages first. All optional.

Services you offer

Retirement planning Investment management Comprehensive planning (flat fee) Tax planning Estate planning coordination Business owner planning Insurance and annuities (hybrid) Other

Which clients do you want more of? (optional)

Your ideal client niche. We'll build those pages first.

What does a typical new client look like? (optional)

A rough guess is fine. It helps us show you what a new client is worth against the flat price.

What are you doing for marketing now? (optional)

Anything else we should know? (optional)

Company URL

You pay nothing until your new site is live.

$1,500 a month, flat. No contract. Cancel any month. Read the plain-English agreement. Privacy Policy.

Questions first? Book a call with Patrick.