You’ve built clear credibility through the named advisers Craig Bartlett, Nick Petriello and Jason Brito and a boutique offer that spans estate, retirement, investment and business-owner planning. Your process promise — creative design ideas, coordination with accountants and attorneys, and acting as a catalyst to implement plans — matches the needs of high-value clients. Yet those strengths are not presented in a way that turns informed prospects into enquiries, so you are losing business owners and estate clients who are ready to engage.
Your online reputation
Google star rating
Verified reviews
Medium
Reputation strength
Google Business Profile
View on Google Maps →
Your online presence — what the data reveals
AI Visibility
Authority Score
out of 100
Organic traffic
est. monthly visits
Traffic Trend
%
past 12 months
Organic Keywords
ranking terms
Keyword Trend
%
past 12 months
Backlinks
total
Paid traffic
est. monthly visits
Digital maturity
Level 1
out of 5
Your two hardest to replicate assets are the three named Lincoln-registered advisers and the four core planning disciplines you deliver. That combination of named advisers plus a process that includes coordination and implementation makes your offer distinct from commoditised advice. If those credentials and service pathways are reflected clearly on client-facing pages, they can start to generate qualified enquiries and booked meetings from high-intent prospects.
How your website scores
TECH STACK
UX OBSERVATIONS
No headline or positioning above the fold creates confusion and drives high-intent visitors away before they understand the service or value.
Credibility cues such as named advisers, licence/affiliation evidence and differentiated outcomes are absent or visually de-emphasised, under-signalling competence and weakening trust for affluent or business-owner prospects.
Primary CTA exists but is visually isolated and lost in excessive white space; the page fails to structure a clear next step for complex buyers, reducing conversion yield despite an otherwise reasonable process explanation.
With three named advisers and four distinct service areas not visible where prospects look, many informed prospects cannot verify who they would work with or which service fits their problem. That ambiguity turns ready-to-buy visitors into silent exits, leaving you reliant on slow referral flow rather than steady enquiries. Making those three advisers and four service paths obvious will convert clarity into more qualified leads and fewer wasted conversations.
The three gaps holding you back
What's possible when these gaps are closed
Lead with the three registered representatives by name and role so prospects immediately recognise who they will engage with. Prominent adviser pages and starter content about each adviser turn credibility into contact: when people see Craig Bartlett, Nick Petriello and Jason Brito up front, they are more likely to request a meeting.
Create simple, named pathways for the four disciplines so prospects can self-identify the right service quickly. When estate planning, retirement, investment and business-owner planning are sorted into clear next steps, decision time shrinks and enquiry rates rise.
Explain plainly how Lincoln Financial Advisors, the three advisers and Wealth By Design relate and who is responsible for advice and implementation. A short, client-facing explanation of the compliance note reduces uncertainty and makes prospects more comfortable progressing from interest to a first meeting.
This report was prepared by Redfox Digital using publicly available SEO, UX and reputation data.
