Client Stories
Hear From Our Clients
Advisors on what actually changed after their site started working — in their own words, unscripted.
“One or two leads a week became one or two a day.”
A fee-only RIA on Long Island with 30+ years behind it. The old site read like a brochure and the SEO wasn't there. Now prospects book straight from the site with their net worth and interests already filled in.
Gerry Barrasso, CPA, CFP®, PFS, President & Founder · United Financial Planning Group
“From zero website appointments to double digits booked in a single week.”
Presilium launched out of Merrill Lynch in 2022 with 220 families and $250M. It now serves roughly 400 families with about $820M — and prospects find the firm through ChatGPT and Google, read the reviews, and schedule directly.
Brook Hart, President · Presilium Private Wealth
“Ten leads in the first two weeks — in our slowest season.”
A $1.2B Bay Area firm run by CPAs. Every website change used to route through an outside manager and take two to five business days. Edits are now instant, and the site is built for SEO and AEO together.
Trevor Scotto, Partner & Co-Founder · Fiduciary Financial Group
“Prospects asked AI for a reputable financial planner. It gave them my name.”
Allan writes for the Financial Post and MoneySense, but readers were landing on a site he bought for $1,000 ten years ago. A $25,000 redesign elsewhere stalled for months. The WealthReach build went live in about a month; two months on, analytics show roughly 100% improvement across every metric.
Allan Norman, Founding Partner · Atlantis Financial
Straight From the Inbox
Texts, emails, and DMs from advisors after their site went live. Names and contact details are covered until each client approves; nothing else is edited.
Text message“Just had a prospective client tell me that our firm is listed on the top results in both Claude and ChatGPT. $2M. She literally said, “I don’t know how you were able to pull that off.””
Text message“New lead from the website: $20M. Meeting next week.”
Text message“Prospect #1 started with AI — “if you're looking for advisors in this area, you should probably look at these guys.” $4.3M. Prospect #2 booked through the website this morning, $1.7M.”
Text message“We had 3 leads come in over the weekend — $1.5M, $5M, and $2M.”
Text message“Amazing! They should be a done deal — almost positive they'll be on board in a few weeks. $2.6M.”
Text message“6 solid leads from the internet since last Monday.”
Text message“Used to take days from our old website provider to make changes. Now it happens instantly.”
Text message“They brought it to life and are improving it by leaps and bounds. I want this to be the flagship website you show other advisors.”
Text message“I worked closely with Olivia with my brand messaging playbook, and you guys absolutely brought it to life! It’s version one — there’s definitely some edits to be done, but this is outstanding.”
Email“The tech is just mind-blowing to me. We want the same results we're seeing from others with you, so let's do it!”
CEO, Founder & Lead Advisor
LinkedIn“Pretty blown away. It all makes sense — it's a very, very clever platform.”
Email“It was an easy decision. Every advisor I talk to thinks what your company is doing is great for the industry.”
Financial Advisor
Email“Overall the site is awesome and you guys did an amazing job.”
Financial Advisor & Managing Partner
Email“I absolutely LOVE this first draft. I'm really excited for this.”
Founder & Wealth Planner
Email“It is amazing that you probably have no clue what these Canadian terms mean — CPP, OAS, RRSP, RRIF — and yet you and AI have put it all together.”