Every month, 55,000 people search "find a financial advisor near me." Over 40% of prospects now find their advisor through Google and AI search. The advisors who dominate that battlefield are generating 5 new clients a month... without cold outreach, without ad grind, without broker-dealer sales pressure. It's time to get on the battlefield... before a competitor in your market does.
Book a Call with PeterFriendly tour... not a sales pitch.It's time to get on the battlefield.
A website alone won't generate 5 new clients a month. Neither will SEO alone. Neither will AI visibility alone. You need all three working as one system... built by one firm that understands financial services.
Not a template. Not a directory listing. A site built around your practice, your market, and your ideal client... designed to turn cold traffic into booked appointments.
A five-zone strategy across Local Service Ads, Search Ads, Organic Results, Google Business Profile, and Directories. You own multiple layers of the page... not just one.
Your content engineered to appear in ChatGPT, Perplexity, and Google's AI Overviews. Because that's where discovery is moving... and the advisors who build for it early own it outright.
Most advisors are invisible in all five. We build your visibility in every zone that matters for local high-intent search.
Top of page. Highest-intent leads. Google Screened trust badge.
Missing here hands every top-of-page call to a competitor.
Immediate visibility from day one. Buy your way to the front while organic compounds.
Not running here means no presence while SEO takes hold.
Long-term authority. Compounds over time. The foundation of every other zone.
Invisible here means zero free traffic forever.
The Map Pack. Ratings drive local trust. Your most valuable free asset.
No GBP means no Map Pack... and no local AI citations.
Citations on NAPFA, CFP Board, SmartAsset, BrokerCheck. Reinforces every other zone.
Inconsistent listings tank your ranking across all five zones.
These are practices Peter has personally coached and built growth systems for. The numbers below are theirs.
"Peter helped us refine our positioning and authority in the marketplace. That shift dramatically improved the quality of clients we attract and accelerated our growth in ways we hadn't anticipated. The performance guarantee wasn't just a selling point... it changed how we thought about the engagement from day one."
"Peter helped us rethink our positioning and referral strategy in a way that immediately changed our growth trajectory. What surprised me was how quickly the system started producing results."
"Peter identified a strategic constraint that had been quietly limiting our growth for years. Once we corrected it, client acquisition accelerated dramatically. The guarantee made the decision easy."
"The clarity Peter brought to our marketing and positioning changed everything. Our firm tripled its growth rate within two years. Having Peter directly involved made all the difference."
"Peter has an unusual ability to identify the one strategic change that makes everything else work better. Our firm experienced the fastest period of growth in its history within the first year."
We don't hide behind fine print. Here's exactly what we commit to, what counts, and what happens if we miss.
Five new paying clients in your practice within 90 days of your new website and SEO system going live. Not leads. Not appointments. Paying clients.
Any individual or household that signs an engagement agreement with your firm and becomes a paying client during the 90-day period following launch... sourced directly or indirectly through the website and Google visibility system we build for you.
100% refund of every dollar paid to Peter Montoya Inc. since the program started. You keep the website. You keep the SEO assets. You keep the Google Business Profile optimization, directory citations, and content library we built for you. No clawback. No conditions.
Show up for weekly strategy calls. Execute the plan we lay out. Respond to inquiries that come through the system within 24 hours. That's the whole list.
30 years inside financial services. Hundreds of advisor websites built. A system refined across every compliance framework in the industry... IAR, RIA, and B/D Rep. We've done this enough times to know the math. If you show up, you hit five.
This is the only performance guarantee of its kind in financial advisor marketing. Because nobody else has the 30-year track record to back it.
Every system we build fits inside your regulatory framework. No shortcuts. No workarounds that get you flagged.
IARs working through an RIA firm. We build inside your firm's compliance guidelines... every page reviewed before it goes live.
Solo RIAs and multi-advisor firms. SEC testimonial rule fully respected. Disclosures baked into every page from day one.
The toughest compliance lane in the industry... and the one we've navigated more than any other. We build inside your B/D's pre-approval process, every time.
Running SmartAsset, Advisor JetPack, or Apex Acquisition and tired of the cost-per-client math? Build your own pipeline for half the cost... and own it forever.
"This financial advisor jumped from nowhere to the top three in every local search in his market... in less than 20 days. Same play. Same system. Different zip code."
Full case study with client permission coming soon.
Your market has a finite number of serious advisors competing for Google's top three. The advisors who build this system first lock in a position that becomes harder to unseat every month. We take a limited number of advisors per quarter... and we only build for one advisor per zip code. Check if yours is still open.
Book a Call with PeterFriendly tour... not a sales pitch.One 30-minute call. Peter reviews your practice, your market, and your competitive landscape... and tells you exactly what it would take to generate 5 new clients a month. If we're the right fit, we build it. If we're not, you walk away with the most honest roadmap you've ever had.
Book a Call With PeterFriendly tour... not a sales pitch.