See your firm the way a prospect does.
We check what people find on Google, in AI answers, on directories and on your own website, then send you a scored report with the fixes that matter most and the growth plan that fits.
- Your score out of 100 across five areas
- Your top fixes, ranked by impact, each with evidence
- What ChatGPT and other AI assistants say about advisors near you
- How you compare with the top local firms
- Compliance items flagged separately for your CCO
- A clear recommendation: Gro Ads, Gro Search, Shield, or nothing yet
Get your free audit
Takes under a minute. One free audit per firm.
Five areas. 100 points. Every point backed by evidence.
Every firm is scored on the same scale, so your score means the same thing month after month.
| Area | Points | What we check | Why it matters |
|---|---|---|---|
| Website basics | 20 | Security certificate, speed and layout on phones, broken links, contact form and booking path, email settings | A slow, insecure or broken site loses visitors before they read a word. |
| Google search | 20 | Google Business Profile, local results, your name in search, page titles and content freshness | If you do not show up for local searches, you only exist for people who already know you. |
| AI answers | 25 | A fixed set of prospect questions asked across major AI assistants, recording whether you are named | When AI names a competitor and not you, that prospect never reaches your phone. |
| Listings and reputation | 20 | BrokerCheck, SEC records, directories, reviews, LinkedIn and matching details everywhere | Conflicting details and silence on reviews lower trust with people and with AI. |
| Compliance items | 15 | Form ADV and Form CRS links, disclosures, and wording that may need review under the Marketing Rule | We flag these for your CCO before a prospect or a regulator notices them. |
Questions about the audit
Is it really free?
Yes. The initial audit is free. We review your public online presence and prepare a scorecard with evidence-based findings and recommended next steps.
Will someone call me to sell something?
No sales call unless you ask for one. We will use your work email to send your audit and any necessary follow-up about your request.
Why do you ask for your CRD number?
Your CRD number can help us identify the correct advisory firm and find relevant public records. It is optional.
Do you need access to my website or accounts?
No account access is required for the initial public-information audit. If a later recommendation requires access, that can be discussed separately.
Is this a compliance review?
No. We flag items that may warrant attention, but this is not legal advice or a formal compliance review. Your firm and its Chief Compliance Officer remain responsible for compliance decisions.