The Only Website Diagnostic Designed for Financial Advisors and Wealth Managers

“My friend is looking for a financial advisor, so I gave him your email.”

🎉 And, that’s why you network!

Then, 3 weeks pass by, and no one has reached out. What happened?

The Ghosted Referral

Someone who *should* have called but didn’t.

If you grow mainly through referrals, you’ve probably experienced this more times than you’d like.

And like me, you might tell yourself:

… Maybe the person got busy.

… Maybe the person decided to DIY.

BUT, still, a warm referral from a friend *should* have resulted in a reach-out, even if just out of curiosity, right?

What changed?

5 years ago: Referral → call or meeting… almost guaranteed.

But, today: Referral → they look you up *first* to figure out if you’re worth talking to.

Because think about it. Isn’t that what you’d do when people give you names?

Which means: Ghosted Referrals looked you up online and concluded that you’re not the advisor for them.

How do we know this?

Katie Lantukh, Hillary Gale Meehan, and John Way surveyed 100+ prospects (total investable assets of $250k - $5M+) who were actively searching for advisors. And, the data tells us they want to see 7 simple answers before reaching out:

Costs & fees, investment strategies, testimonials or case studies from similar life stages, etc. See the full 7 in our study »

And if you don’t have those answers on your website:

… 45% turn to AI, friends, or 3rd-party sites. Which means, someone else is going to fill-in-the-blanks. Hope it’s accurate!

… 44% just move on to the next advisor on their list. These are your Ghosted Referrals.

Only 11% will reach out to the advisor for the actual answers.

Now, you might be thinking: I don’t have this problem. All my referrals call me regardless of what’s on my website.

Then, your friends, referral partners, and AI are filling all the blanks.

But, if you are experiencing Ghosted Referrals, that means you have gaps that are either unfilled or filled with the wrong information.

The Financial Advisor Website Diagnostic

Katie, Hillary, John, and B2BSalesMagic just released the Financial Advisor Website Diagnostic to help financial advisors and wealth managers figure out what’s going on. It’s the *only* diagnostic that enables you to see your website from your prospect’s perspective:

• Find out how well your website answers your prospect’s questions and see if you have gaps
• See how AI is filling those gaps
• Find out which other advisors AI will recommend based on who it thinks you serve
• Compare how well you did against the industry average and best-in-class

And, for FPA Colorado members: compare your site against other FPA Colorado members

Our tool has already assessed 100+ advisor sites, from boutique local firms to large national firms like Mercer, Mariner, and Ameriprise.

And, best of all, no email or sign-up required!

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View the Full Study

The study surveyed 100+ Colorado prospects with household income of $100k - $200k+ and total investable assets of $250k - $5M+ who actively researched financial and wealth advisors from January to early June 2026.

Authors: John Way, leader at B2BSalesMagic and founder of Pipelineapp.io, Katie Lantukh, founder of Murphy Marketing, and Hillary Gale Meehan, founder of Moneta Advisor Marketing and host of The Finance Marketing Podcast.

View full study: https://go.b2bsalesmagic.club/den-study