Built for Financial Advisors & Wealth Managers
Your prospects and referrals want more than just your number.
They're checking your website to see if you're better than the other advisors already on their list.
arrow_downward See if your website passes the test.
No email or sign-ups required.
What the 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
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.