0/3
Financial Advisory Launch Programme · Stage 8 of 10
Get Found
Get found by the people searching for a financial adviser near them, on Google and in the directories they trust.
How long
~1–2 weeks to set up, then ongoing
You’ll have
A firm that shows up where clients search
Steps
3 steps
Resources
3 resources
-
01 Step 01
Step 01
Set up and optimise your Google Business Profile
For a local advice firm, the Google Business Profile is often the highest-intent free channel you have: people searching for a financial adviser near them find you here.
Do it yourself
- Create and verify the profile with your accurate name, address, phone and services.
- Populate it with your niche, your service list and a strong description of who you help.
- Add photos, and keep your hours and contact details accurate.
- Plan from the start how you will gather the reviews that feed it.
Common mistake · An unverified or half-filled profile, or name, address and phone details that read differently across the web and dilute local ranking.
Time~half a day CostFree DifficultyEasyResource for this step
PDFGoogle Business Profile checklist
A GBP optimisation checklist tailored to an advice firm.
-
02 Step 02
Step 02
List on the adviser directories
Directories are where a meaningful share of advice-seekers actively look for someone to trust, and a ready-made channel for a new firm with no SEO history yet.
Do it yourself
- Set up profiles on the main directories: VouchedFor, review-led and searchable by postcode, indicatively around £54 plus VAT a month; and Unbiased, a free tier plus pay-per-enquiry, indicatively around £43 plus VAT per enquiry, with matching.
- Complete each profile fully, with your services, specialism, fees, location and credentials, since completeness and displayed fees drive enquiries.
- Decide your directory budget deliberately: directories are in slow decline but still generate real enquiries, so treat the spend as a test.
- Wire every directory enquiry into your CRM so nothing is lost.
Common mistake · A skeletal directory profile with no fees and no reviews, which converts poorly against the complete competitor profiles beside it.
Time~half a day per directory Cost~£54+VAT/mo (VouchedFor) or pay-per-enquiry (Unbiased) DifficultyEasyResource for this step
PDFDirectory profile checklist
A profile-optimisation checklist plus a directory cost and return tracker.
-
03 Step 03
Step 03
Build a review-gathering habit
For a trust-led purchase with no track record, third-party reviews are your most persuasive proof, and they compound over time.
Do it yourself
- Choose where your reviews live: your Google Business Profile plus your chosen directory.
- Build a simple, compliant ask into your process (reviews and testimonials count as financial promotions).
- Ask at the natural high point, once a recommendation is implemented and the value is clear.
- Display the reviews you gather on your website and your profiles.
Common mistake · Never asking at all, or asking in a way that is not compliant or feels transactional.
TimeOngoing CostFree DifficultyEasyResource for this step
PDFReview request script and timing guide
A review-request script and timing guide with a compliance note.
What you’ll have after this stage
- A verified, optimised Google Business Profile
- Complete directory profiles wired into your CRM
- A compliant review-gathering habit feeding your profiles and site
Next · Stage 9 of 10
Win Your First Clients
Keep going yourself — carry your momentum straight into the next stage.
Prefer we build it?
Hand this stage to us
Getting you found is one of the things we do most: your Google Business Profile, the directory listings and the local SEO groundwork under your service pages, set up and then looked after so enquiries keep coming in. No inflated promises, just the visibility work done properly.