Control What Clients See When They Search Your Name
FINRA disclosures and BrokerCheck records can impact trust before you ever speak to a client. What shows up online directly affects your ability to grow and retain business.
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Why This Matters
People search your name before:Moving assets
Choosing an advisor
Making referrals
Trusting your guidanceWhat they see shapes that decision immediately.And in many cases, they never ask you about it.
What’s Showing Up About You Online?
If you have disclosures or complaints, you’re not alone.It could be:FINRA BrokerCheck records
Customer complaints or settlements
Arbitration results
Regulatory disclosures
Outdated or incomplete narrativesThe issue is not just that it exists.It’s that it dominates what people see first.
What We Do
This is not about removing records.It is about controlling visibility and perception.We help you:Reduce the prominence of negative disclosures
Build a stronger professional footprint
Create accurate, credible context around your name
Improve what appears across search and AI results
So when someone searches you, they see a complete and credible professional.
How It Works
1. Assessment
We analyze exactly what is showing up and how it impacts perception
2. Strategy
We build a plan to shift visibility in your favor
3. Execution
We strengthen positive signals and reduce the impact of negative ones
Pricing
Every situation is different.Pricing is based on:Number of disclosures
Visibility and ranking
Urgency and business impact
Most clients fall into:Stabilization
For lower visibility or older disclosuresControl
For situations actively impacting client trustStrategic
For advisors growing a book or transitioning firms
This is not a one-size-fits-all service.
The strategy depends entirely on what’s showing up and how it’s impacting you.
Fixing this starts with understanding what’s actually showing up.
Most people wait until it’s already cost them something.
All conversations are confidential. We never share or publish client information.No pressure. No obligation. Just clarity on your situation.
