Protect the trust you have already built.
A referral will look you up before they call. Shield checks what they will find every month, alerts you the moment something breaks, and helps you fix it before a prospect ever sees it.
Harbor Ridge Wealth · Q3
| Google Business Profile | Green |
| Unanswered reviews (2) | Amber |
| Form ADV link | Green |
| Performance wording on blog | Red |
| Named in AI answers | 3 of 20 |
| Domain renewal | 45 days |
Draft fixes included for every amber and red item. Fictional firm.
Eight things prospects check after they hear your name.
Checked automatically and often, reviewed by a person every quarter.
Google Business Profile
Correct details, new reviews, unanswered reviews, and a fresh update drafted every quarter.
Google search
What appears when someone searches your name, your firm and advisors in your area.
AI answers
Whether ChatGPT, Gemini and Perplexity name your firm for the questions your clients ask, tracked monthly.
Listings and reputation
BrokerCheck, SEC records, NAPFA, Paladin and other directories, checked for accuracy and consistency.
Disclosures and wording
Form ADV and Form CRS links, footer disclosures, and wording your CCO may want to review.
Your profile kept current, clear about who you serve, and consistent with your website.
Domain and security
Domain and certificate expiry tracked, so your site never goes down or shows a warning.
Email delivery
SPF, DKIM and DMARC settings checked so client emails land in the inbox, not spam.
Less worry. More of the referrals you earned.
A fresh score every month
Same checks, same weights, so you can see whether things are getting better or slipping, area by area.
Same-day alerts
If your certificate expires, your site goes down, a bad review lands or a disclosure link breaks, you hear about it the same day.
A quarterly report for your CCO
Red, amber and green across every area, with what changed and a draft fix for every issue. Easy to hand to your CCO or your network.
Hands-on fixes included
A monthly allowance of fix work from our team, plus review reply drafts and step by step instructions for anything you prefer to do yourself.
Already on Gro? Every Gro plan includes Shield Lite: we fix your top five problems from the audit in your first 30 days. Full Shield keeps watching every month after that.
Find out what your next referral will see.
Start with the free audit. If something is broken, you will know tomorrow.