Authority is undersold
Credentials, approach, and who you serve build trust — a generic site hides them.
Done-for-you site rescue · for financial advisors
Clients trust the advisor whose presence signals competence.
The 14-Day Done-For-You Site Rescue for Financial Advisors.
People hand over their financial future based on trust. A dated or vague site undersells your expertise and sends prospects to an advisor who looks more credible. We rescue your site — done for you.
14day rescue
The problem
Why advisory websites lose high-value prospects
No clear next step
If booking an intro call is not obvious, qualified prospects quietly leave.
Who you serve is unclear
Visitors should instantly see you work with people like them, or they assume you do not.
Compliance-heavy and lifeless
Necessary disclosures should not bury a clear, confident message.
What you get
A site built to win intro calls for financial advisors & wealth planners.
- A site that signals competence and wins the intro call
- Clear approach, credentials, and who you serve
- A simple, compliant path to book a call
- A confident message that disclosures do not bury
Intro-call booking / enquiryApproach & credentialsIdeal-client clarityCompliant disclosures handled cleanly
Before → after
What the rescue typically changes.
Before → After
Before: Visitors land, get lost, and leave
After: One clear path from arrival to enquiry
Before → After
Before: Slow, clunky on a phone
After: Fast, mobile-first, thumb-friendly
Before → After
Before: Trust signals buried or missing
After: Credibility placed beside the decision
Before → After
Before: Hard to find in local search
After: Metadata + structure built to be found
The done-for-you rescue
Everything included in The 14-Day Done-For-You Site Rescue.
ProofPilot Conversion Audit
We diagnose exactly what is costing you enquiries — the same findings + score the Atelier engine maps into your fix plan.
Done-for-you priority rebuild
We fix the P0/P1 findings: layout, structure, trust, and the path from visitor to enquiry. You approve; we build.
Conversion copy in your professional voice
Headlines, services, and calls-to-action rewritten to sound like you — clear, credible, and written to convert.
Speed, mobile & Core Web Vitals pass
A fast, mobile-first site. Slow and clunky quietly loses you work every day; we close that leak.
Local SEO + metadata pass
Titles, descriptions, and structure so the right local clients find you first.
Ownership handoff + QA receipt
You own the result. A clean handoff pack and quality receipt — no lock-in, no mystery.
30-day care window
Post-launch support so nothing breaks while it settles. Optional ongoing care from $150–$600 / month.
How it works
Three steps. You just approve.
Step 1
Free Readiness Score
Get your Digital Readiness Score in minutes — no cost, no obligation. It shows where you stand.
Step 2
ProofPilot audit + fixed quote
We run the full audit and send a written scope: exactly what we fix, the timeline, and a fixed fee. You approve in writing before anything starts.
Step 3
We rescue it — done for you
We rebuild the priority issues in ~14 days, you review, we hand it over. Payment is by secure invoice only after you approve the scope.
Risk reversal
Measurable-Improvement Guarantee
We start from a ProofPilot audit score. If your score does not measurably improve after the rescue, we keep working at no extra cost until it does. We never promise revenue or rankings we cannot control — we promise the fixes get done and the score moves.
Transparent pricing
Fixed fee, quoted after your free audit.
- Start free: Free Digital Readiness Score — see exactly where you stand.
- Signature site rescue: $700–$1,500 — most financial advisors land here.
- Full ProfessionOS: $1,500–$3,500 — website plus intake, leads, and care.
- Optional ongoing care: $150–$600 / month.
Nothing is charged on this page. You receive a written, fixed quote after the free audit and approve the scope before any work or invoice. Payments are handled by secure invoice only. Limited to a small number of rescue slots each month so every build keeps studio-level craft.
Why it works
Proof before promises.
- Audit-led: we show the exact authority and conversion gaps before we rebuild.
- Done in ~14 days, done-for-you — you keep advising.
- Measured, compliant tone; you approve every word. You own it at handoff.
Questions
Straight answers.
Will it stay compliant?
Yes. We handle disclosures cleanly and avoid performance or outcome claims. You approve every word before launch.
Will it make booking a call easy?
Yes — a clear, simple path to book an intro call is central to the rescue, so qualified prospects do not slip away.
What does it cost?
Most advisory rescues land in the $700–$1,500 range for a Signature site, or $1,500–$3,500 for a full intake operating system. You get a fixed quote after the free audit; nothing is charged until you approve.
Ready when you are
See what your site is costing you — free.
Start with your free Digital Readiness Score. If it makes sense, we will show you exactly what we would rescue and what it costs. No obligation.