For people / Financial Advisors
You manage the money. We manage what people find when they check you out.
Every serious prospect verifies an advisor before the first meeting: a Google search, a look at your record, and increasingly a question to an AI assistant. We make sure what comes back is accurate, complete, and working for you.
In your business, due diligence is the relationship
Nobody moves a portfolio on a handshake anymore. Before a prospect signs your advisory agreement, they investigate you. They Google your name. They pull your record on BrokerCheck or the IAPD. They ask the friend who referred you, then they verify what the friend said. By the time they sit across from you, they already have a thesis about who you are, built from search results you did not write and may have never seen.
The people doing this homework are exactly the clients you want. High-net-worth households, retirees, owners after a liquidity event, and the CPAs and estate attorneys who send referrals all share one trait: they are careful. A center of influence will not introduce a client to an advisor whose online presence raises a single question, because their own reputation rides on the introduction. If your results are thin, outdated, or carry the wrong signal, you lose business you will never be able to trace. The prospect simply chooses the advisor whose name comes back clean.
Checking all of that yourself, across Google, the regulator databases, the review sites, and now the AI assistants, is a job in itself, and you already have one. So here is exactly what hiring us looks like, in four steps and plain English.
01 Research · Getting the lay of the land
First we find out what a careful prospect finds
Before we change anything, we run the searches your prospects run. Your name. Your name plus your city, your firm, and the word reviews. The question a referred prospect asks an AI assistant before calling you back. We run them on Google and in the AI assistants, because they give different answers more often than you would expect. An advisor can look solid on page one and be invisible, or wrong, in an AI answer.
We also read your official record the way a consumer reads it: BrokerCheck, the IAPD, and every profile and directory that mentions you. Stale firm affiliations, an empty profile outranking your real one, a disclosure sitting with no context around it. This is the same review we run as a deep digital background check, pointed at your own name before a prospect points it at you.
02 Plan · Spelled out in plain language
Then we put the plan in plain English
In a regulated business, marketing plans arrive wrapped in two layers of jargon. Ours is a conversation. We walk you through what the research found, what should change first, what it costs, and what to expect month by month. We take complicated work and make it simple, and you will understand every line before you say yes to anything.
Compliance is in the plan from the first page, not bolted on after. The SEC marketing rule now permits testimonials and endorsements, with real obligations attached: disclosures, written agreements where compensation is involved, no cherry-picking, and recordkeeping. We design the work with those requirements in mind and route it through your firm's advertising review process; your compliance team makes the final call.
03 Execute · This is where we shine
Then we build the surrounding record
The work runs through us from day one. We build or repair your website. We claim and complete the profiles that rank for your name. We set up review management built for compliance review, so a credible, current body of client feedback builds steadily instead of never. We write the articles, we run the posts that carry them, and whatever else the plan calls for, we handle it. You get back to your clients.
If there is a mark on your record, we are straight with you about it. Nobody can alter a regulatory database, and any firm that promises to scrub BrokerCheck is lying to you. What can be built is the surrounding picture: authoritative pages that rank for your name and tell the full story of your career, so the official record is read in proportion instead of standing alone. We measure that work against the searches and profiles a careful prospect actually sees.
04 Monitor · You should not have to watch this
Then we keep it monitored
The record around you keeps updating: new reviews land, databases refresh, AI assistants revise what they say about you. None of that should compete with your clients for your attention, so watching it is our job. We check your footprint weekly and send a monthly report in plain English: what changed, what we did about it, and what comes next. It files cleanly if compliance wants a copy.
Watching closely has a second benefit. If something catches fire, a complaint getting traction, a headline spreading faster than it deserves, we are not doing discovery mid-crisis. We know your footprint and your baseline, and we can begin responding the same day. That is what crisis response looks like when the people responding already know the whole record.
Clients on working with us
We have worked with people in your business before. The names below are real, and so are the words.
★★★★★“Since I began working with The Discoverability Company and Drew Chapin its founder in November 2023, I've seen incredible growth in my personal brand reputation and online visibility. ... I've experienced tangible growth in client inquiries and a noticeable uptick in brand recognition. I continue to work with Drew and his team to this day, and I couldn't be happier with the ongoing results.”
★★★★★“Drew and the entire Discoverability Team were a dream to work with. They explained the steps, the timelines, the outcomes, and every aspect of the process exactly as I needed ... Perhaps most importantly, every single time I called them, they answered the phone.”
★★★★★“Discoverability Company is the real deal. Drew is an expert in this field to help you with your reputation and a better way to move through the online world and AI. A true value.”
★★★★★“Working with The Discoverability Company was an absolute joy. Drew is one of the most knowledgeable and professional individuals I've had the pleasure of working with. He took the time to understand what I was looking for and my business needs.”
What we'd actually do for financial advisors
Also relevant:Review Management / Removals & Suppression
A careful prospect checks BrokerCheck. We check what they read next.
We read your record from the consumer side, plus the directories, the review sites, and the answer an AI assistant gives a referred prospect. Then you hear what can be corrected, what can be built, and what will pass your compliance review. Confidential, always.