Financial advisors
More booked clients for your financial advisors business.
Reputo gets your financial advisors business found on Google and AI search, turns happy clients into five-star reviews and builds a site that books clients.
Get my free audit
The challenge
Great work doesn’t always get found.
- 01
Credibility is everything
Clients judge you before the first consultation.
- 02
Referrals plateau
Word of mouth only reaches so far.
- 03
Hard to show value online
Generic sites don’t explain what makes you different.
How Reputo helps
Everything a financial advisors business needs to win online.
A financial advisors website that books more clients.
Fast, mobile-first pages for investing, retirement and insurance, with click-to-call and consultation forms. Built, hosted and kept up to date for you.
- Service and area pages
- Mobile-first and fast
- Consultation requests to your phone
Four products. One team.
See pricing-
Websites
A polished, credible site with clear services and consultation booking.
Optional one-time build -
Local SEO
Rank for your specialties, not just your profession.
Included in every plan -
AEO
Be the firm AI recommends when someone asks who to trust.
Momentum and Command -
Reviews
Request reviews after each engagement. You approve every reply.
Included in every plan
Customer stories
Owners who stopped chasing and started choosing.
A stronger online presence starts with one conversation.
See what Reputo could do for your business.
FAQ
Financial advisors questions, answered.
Can financial advisors use client reviews?
Under the SEC Marketing Rule, registered investment advisers can use testimonials with required disclosures. Check with your compliance team first.
What is a fiduciary?
An advisor legally required to act in your best interest. Ask any advisor how they are paid.
How do advisors get found online?
Rank for specialties like retirement planning, show credentials and publish clear answers to common money questions.
How can a financial advisors business get more Google reviews?
Ask every client right after the engagement, when they’re happiest, with a direct link to your Google review form. Texts usually get faster responses than email. Rex automates the ask and one follow-up, and you approve every reply Aria drafts.
How does a financial advisors business show up in the Google Maps 3-pack?
Google ranks local results on relevance, distance and prominence. Keep your Google Business Profile complete with the right categories and service area, earn steady recent reviews and give each service and town its own page on your website.
Do people use ChatGPT to find a financial advisors business?
Increasingly, yes. McKinsey’s 2025 research found 44% of AI search users now call it their top source, ahead of traditional search. AI answers draw on your reviews, Google profile and website, so clear service pages and recent reviews make you easier to recommend.