WHAT YOU NOTICE
The symptoms
- 12+ months since your last website update
- Not enough qualified online leads
- Unsure whether your firm appears in AI search
- Weighing a new website or digital marketing
FREE WEBSITE SCORE FOR RIAs AND IARs
Investors are using AI to find financial advisors. Is your firm showing up?
If you haven't improved your online visibility, competing firms may be getting discovered while yours gets overlooked.
Advisor Website Scorecard evaluates your AI visibility, search rankings, and website effectiveness, showing where you stand and what needs improvement.
Get Found. Get Considered. Get Selected.
See where your firm stands. Get your free score.
Enter your website and business email below. Your personalized scorecard is sent straight to your inbox in about 60 seconds.
WHO IT'S FOR
Built for independent RIAs, IARs and financial advisors. Does any of this sound familiar?
Many advisor websites were built before AI search changed how investors find financial professionals. If you see your firm in the points below, it's time to find out where you stand.
WHAT'S UNDERNEATH
The hidden causes
- Generic or syndicated content
- SEO foundations not reviewed lately
- Not built with AI search in mind
- Pages load slowly or feel clunky on mobile
- Few trust-building elements
- Weak or hard-to-find calls to action
WHAT IT COSTS YOU
AI recommends someone else
1Competitor ARecommended
2Competitor BRecommended
?Your firmNot mentioned
Investors shortlist the firms AI names, often before they ever visit your website.
FREE ADVISOR WEBSITE SCORE
Find out where your firm stands today. Get your free report.
Free, in about 60 seconds. No credit card, no obligation.
THE NEW FRONT DOOR TO YOUR FIRM
AI Is Changing How Investors Find Advisors. Are Your Competitors Showing Up Instead of You?
Investors now ask AI tools like ChatGPT, Gemini and Google AI Overviews to recommend financial advisors by location, needs and preferences. If your firm isn't in those answers, you may be missing prospects before you know they exist.
How Paladin's Advisor Website Scorecard checks your AI visibility:
- Runs 10 common prompts investors use to find financial advisors
- Localizes each prompt to your city and market
- Shows whether AI names your firm, which competitors appear instead, and where to improve
HOW INVESTORS FIND AN ADVISOR
BEFORE
- Referral
- Google search
- Your website
- Call
NOW
- Ask AI
- AI shortlist
- Shortlisted sites
- Call
The shortlist now comes first. If AI doesn't name your firm, investors may never reach your website.
ABOUT ADVISOR WEBSITE SCORE
Created by financial advisor marketing specialists since 2003.
Advisor Website Score was built by Paladin Digital Marketing, an agency focused exclusively on financial advisors, RIAs and wealth management firms. Whether you're evaluating your current site or considering a redesign, your score gives you a clear benchmark of where you stand.
WHAT PALADIN DOES
What does the Advisor Website Score check?
Your scorecard looks at AI visibility, online discoverability, technical performance, mobile experience and the elements that build trust with prospective clients, across Google, ChatGPT, Gemini, Perplexity and other AI-powered search tools.
Is it really free?
Yes. There is no credit card and no obligation. Enter your URL and business email to generate your personalized scorecard.
How long does it take?
About 60 seconds to request. Your personalized scorecard is then sent to the email you provide.
What happens with my information?
Your information remains confidential and is used solely to generate your personalized Advisor Website Scorecard.
Who created Advisor Website Score?
Paladin Digital Marketing, an agency that has specialized in websites, AI, AEO, SEO and digital marketing for RIAs and independent financial advisors since 2003.
What if my score is lower than I expected?
That is useful information. Your scorecard points to specific, practical fixes. You can work through them on your own or talk with our team about next steps.
Let's talk about getting your firm found.
Schedule a no-obligation call with a Paladin specialist. We'll walk through how investors are finding advisors in your market, where your firm shows up today, and the next steps to strengthen your AI and search visibility.