Financial Advisors & Wealth Managers
Find out how prospects see you
Our 2026 Colorado study uncovered 7 questions that prospects use to evaluate advisors.
arrow_downward See your website through their eyes.
No email or sign-ups required. Get your results instantly.
If you're part of a large firm (ex: Mercer, Mariner, Ameriprise, etc.), enter your office page, not the main corporate homepage.
What our research shows
Here's how prospects actually look for financial advisors and wealth managers like you.
We 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.
patient_list
43%
Already have 1 or more advisors in mind when they start looking
arrow_right_alt You're being ranked, even by referrals
request_quote
71%
Look for cost, fees, and commissions on advisors' websites
arrow_right_alt It's a top criteria for ranking advisors
person_cancel
40%
Move on to someone else when they can't find answers on the site
arrow_right_alt Gatekeeping answers turns away buyers and referrals
person_off
58%
Only talked to 1-2 advisors after their research
arrow_right_alt Prospects are only talking to their top picks
How it works
Just enter your website Url
No email or sign-up required.
- See how your website answers the important questions. Check your site against the 7 questions prospects use to evaluate advisors.
- See what AI is telling them. For every unanswered question, see what AI is telling your prospect.
No one will see your answers except you.
1 See your site from your prospect's perspective
2 See how well your site answers their questions
3 See how AI answers their questions
The Study Authors. LIVE.
Want a more interactive experience?
The study authors will be hosting a 1-day workshop (in Cherry Creek) to walk-through how this research affects prospecting in the Denver area.
We'll do a comprehensive deep-dive into 3 critical factors (your website, AI, and your referrals strategy) to show you how to get new clients consistently.
- Dive into the Colorado study with the authors
- See how AI sees you and who it recommends
- Build a referral partner roadmap & action plan
- Leave with ready-to-go marketing updates
Join us on Sep 23 — Denver, CO
Get Your Ticket See full agenda »
Sep 23, 2026 — $350/person, Limit 40
Why this matters, even for referrals
Old Reality Someone name-drops you arrow_right_alt Prospects call you right away.
New Reality Someone name-drops you arrow_right_alt Prospects look you up first.
If they can't find answers to their questions, they won't bother calling.
It'll help you understand why.
About the creators
7
Industry conferences spoken at
1,400+
Total founders and business professionals advised
150+
Podcast episodes hosted or appeared in
John Way, Katie Lantukh, and Hillary Gale Meehan have 50+ years of combined experience helping founders and advisors adapt their websites to match how buyers actually buy.
John Way
John is a B2B lead-gen & conversion specialist and founder of Pipelineapp.io. He specializes in helping professional service providers capture and convert the website visitors who did not book a meeting.
Katie Lantukh
Katie is a brand positioning & messaging strategist and founder of Murphy Marketing. She has spent over a decade helping founders and small teams attract more of their Favorite Clients.
Hillary Gale Meehan
Hillary is a marketing specialist for financial advisors, wealth managers, and CPAs and is the founder of Moneta Advisor Marketing. She is based in the Denver-area and hosts The Finance Marketing Podcast.