Website & Marketing Audit


You’ll receive your audit results immediately, with tips for improving. 

The Most Comprehensive Website & Marketing Audit for Advisors

Our Website Audit & Advisor Marketing Prospectus is clear and comprehensive analysis of your website, digital marketing efforts, and competitive landscape. It’s often the starting point of our engagements with our clients, because it enables our team and yours to have a clear understanding of your business and your online assets, including your site’s strengths and weaknesses, and how it compares with competitors.

We perform exhaustive research and analysis on your website, social media efforts, geographical location(s), target audience, and competitors and build you a clear plan for improvement that includes website development tasks, content creation strategies and improvements, offline marketing opportunities, and other strategic initiatives.

Our comprehensive Web Audit includes:

  • Review of Google Analytics 
  • Review of Google Search Console 
  • Detailed Keyword Research
  • Organic SEO Rankings
  • Domain and page authority
  • Review of your local business listings and citations
  • Google Business Profile review
  • Quality and quantity of backlinks
  • Technical performance metrics including page speed, usability, and mobile-friendliness
  • Content relevancy and quality
  • On-page SEO including page titles, meta descriptions, image tags, header tags, schema, internal linking, site structure and more
  • Site errors, broken links, crawl budget efficiency, and redirects. 
  • Paid ads results including Google, Microsoft, or Social Media ads
  • Social Media strategy and effectiveness
  • Thorough competitor review and benchmarking
  • Opportunities and initiatives unique to client
  • Web development and online marketing plan for 6 to 12 months 

The research allows us to thoroughly evaluate your current website and marketing situation and identify the best opportunities for improving. Our audit serves as an ideal starting point for an engagement with your firm as it provides clear “before” data along with a step-by-step development roadmap that we can later use to examine the effectiveness of our efforts. 

Cost: $2,300

Ready to get started? Questions? Contact us.