01Fiduciary Status and Fee Structure, Up Front
Fee-only, fee-based, commission, AUM percentage, flat planning fee. Stating it plainly is the strongest trust signal available to you and most advisors bury it.
02Who You Actually Serve
Pre-retirees, business owners, federal employees, physicians, young families. A niche page outranks and out-converts a page that welcomes everyone.
03Your Planning Process, Step by Step
Discovery, plan, implementation, ongoing review. People want to know what they are signing up for before they hand over their account statements.
04Compliance-Aware Copy and a Soft First Step
No performance claims, disclosures where they belong, and an intro call framed as a conversation instead of a sales appointment—because that is what gets booked.