Visibility and trust engine
Be the firm they trust with the biggest decisions.
Helix turns your expertise, credentials, reviews, and the questions clients actually ask into a visibility system, so the right buyer finds you and trusts you before they ever call.
Before the first call
Helix owns everything that earns the first meeting.
Positioning, visibility, proof, education, and reviews, all inside your compliance guardrails. Answering and booking is the front desk's job.
Built for
Real buyers we found for financial advisors this week
Every card is a real conversation on Reddit, X, LinkedIn, or Facebook. In your account, we draft the response and ship it.
What a Helix scorecard looks like
Here's the scorecard for a firm like yours.
A fictitious Idaho fee-only RIA, real-shaped findings drawn from the same rubric we run on your site. Composite grade, 4 outcomes, findings ranked by severity, weekly + monthly shipping. Click "View full scorecard" to see the findings and cadence detail. Yours pulls real data, same shape.
Sagebrush Wealth Advisors
sagebrushwealth.com · Boise, Idaho · Fee-only fiduciary RIA -- retirement + tax-integrated planning for business owners and pre-retirees
Composite
C
2.10 GPA
Projected · 6 mo
+1.10 GPA with Helix
4 outcomes
SEO
C-
Ranks for the firm name and a couple of long-tail retirement queries. Missing on the money queries: "fee-only financial advisor Boise Idaho," "fiduciary advisor Boise," "retirement planner Boise."
1.70 GPA
GEO
D
ChatGPT, Claude, and Perplexity name Sagebrush 0 times out of 20 when a Boise pre-retiree asks for a fee-only advisor recommendation. Answer engines cite the Vanguard advisor blog, NerdWallet, and SmartAsset instead.
1.30 GPA
Brand
C+
GBP is claimed with 8 Google reviews collected over 3 years. Fee-only fiduciary status is disclosed on the About page, third scroll down. NAPFA and XYPN memberships not surfaced anywhere obvious.
2.30 GPA
Website
B-
Loads fast, mobile-clean, ADV Form 2A is linked from a Compliance page. But no per-persona service pages, no planning calculators, and the BrokerCheck link is missing from the footer.
2.70 GPA
View full scorecard(8 findings · shipping · monthly targets)
Top findings
8 findings shown
FinancialService + Person schema missing
No JSON-LD structured data detected on sagebrushwealth.com. Google can identify the site as an advisory firm from title tags and the NAP block but has no schema-level signal for serviceType, areaServed, credentials, or advisor bios. Sagebrush is not eligible for advisor-specific SERP features (rich sitelinks, review stars, service-area cards) that competing firms already surface.
What Helix does
Add FinancialService JSON-LD to the homepage carrying name, url, address, telephone, areaServed (Boise metro + Treasure Valley), and serviceType (retirement planning, tax-integrated planning, business-owner planning). Add Person schema to each advisor bio with hasCredential (CFP, CPA), memberOf (NAPFA, XYPN), and jobTitle.
Client personas bundled onto a single Services page
sagebrushwealth.com/services lists "retirement planning," "tax planning," and "planning for business owners" as three paragraphs on one URL. Nothing on the page can rank for a specific persona query (e.g. "financial advisor for business owners Idaho," "pre-retiree financial planning Boise") because it has no dedicated title, meta description, H1, or content depth per persona. Every persona is competing with every other for the page's ranking signals.
What Helix does
Split into per-persona landing pages: /planning-for-business-owners, /pre-retiree-planning, /physician-planning. Each carries scope of engagement, process, fee model, and 5-7 real questions that persona actually asks in a discovery call. Existing Services page becomes a hub linking to all three.
Fee-only fiduciary language missing above the fold
Homepage hero reads "Boise wealth management, done right." Nowhere on the first screen does the word "fiduciary" or "fee-only" appear. Prospects vetting a Boise RIA on mobile typically scroll one screen and bounce if fiduciary status is not obvious; on Sagebrush they have to reach the About page and read the third section. NAPFA + XYPN membership badges live on the footer only.
What Helix does
Rewrite hero to lead with "Fee-only fiduciary planning for Boise business owners and pre-retirees" and surface NAPFA + XYPN badges plus "CFP-led" beside the primary CTA. Repeat the fiduciary line on every advisor bio and every persona service page.
Google Business Profile category is generic
GBP is claimed but primary category reads "Financial Consultant." No secondary categories for the specific service lines (Certified Financial Planner, Retirement Planning Service, Investment Service). Local pack visibility for practice-specific queries like "certified financial planner Boise" and "retirement planner Boise" falls off with the generic category alone.
What Helix does
Set primary category to "Certified Financial Planner" and add secondary categories "Financial Consultant," "Retirement Planning Service," and "Investment Service." Upload 15+ photos: office exterior, advisor portraits, and any planning-session shots that respect client privacy.
ADV Form 2 + BrokerCheck not linked from footer
ADV Form 2A is hosted on a /compliance page that is 4 clicks from the homepage, and Form 2B (brochure supplement) is not on the site at all. FINRA BrokerCheck link is missing entirely. Prospects and any regulator doing a routine surface check expect these disclosures in the footer or a Disclosures page linked from every footer.
What Helix does
Add a footer row: "ADV Form 2A" + "ADV Form 2B (per advisor)" + "FINRA BrokerCheck" + "Privacy Policy." Host both ADV brochures on /disclosures with the "last updated" date. Publish the BrokerCheck deep link for each licensed advisor.
Review request flow paused over SEC 206(4)-1 compliance
8 Google reviews collected over 3 years, no new reviews in the last 11 months. Sagebrush stopped soliciting reviews when the SEC marketing rule (206(4)-1) took effect in 2022 and never rebuilt a compliant flow. Local pack for "financial advisor Boise" averages 42 reviews across the top-3 firms. Review volume is the single largest local-pack signal Sagebrush is losing on right now.
What Helix does
Rebuild the review flow with 206(4)-1 disclosures baked in: email 60 days after the annual review with the required client / non-client + compensation + material-conflict language, linking to Google (primary). Target 2+ new compliant reviews per month. In 12 months the review count reaches parity with the local top-3.
No planning calculators or interactive tools on-site
Sagebrush has 6 blog posts and zero interactive tools. Competing Boise + regional RIAs run Roth conversion, Social Security, and retirement-savings calculators that pull long dwell time and consult bookings. Search demand for "roth conversion calculator" and "retirement savings calculator" is steady and high-intent, and Sagebrush ranks nowhere on either.
What Helix does
Ship 3 calculators aligned to the target personas: Roth conversion (pre-retiree), retirement savings (pre-retiree), and business-sale tax estimator (business owner). Frame each as illustrative, not advice, with a "book a discovery call" CTA at the bottom. Compliance-safe when framed correctly.
NAPFA + XYPN directory profiles incomplete
Sagebrush is a NAPFA member and an XYPN member but both directory profiles carry a stub bio (2 sentences), no specialty tags, and no linked calculators or blog posts. Both directories carry follow backlinks and rank for high-intent queries like "napfa advisor boise" and "xypn advisor idaho." Fee-only prospects vetting through those directories bounce on the empty profile.
What Helix does
Complete both directory profiles: specialties (business-owner planning, pre-retiree planning), fee model (flat retainer + AUM tier), jurisdictions, and 3-5 sample planning topics. Link each profile back to the matching persona page on the firm site.
Shipped this week
Jul 13 - Jul 19, 2026
6
pieces published
blog: How to Coordinate Roth Conversions with a Business Sale
linkedin: Three tax moves a Boise business owner should make before Dec 31
linkedin: Why a 60/40 portfolio is not automatic for a pre-retiree with rental income
linkedin: What fee-only means, in one paragraph, without jargon
+ 2 more
July 2026 targets
north star
Rank on page 1 of Google for "fee-only financial advisor Boise Idaho" by end of Q3, and be cited by name in ChatGPT + Perplexity when a Boise pre-retiree or business owner asks for a fiduciary advisor recommendation.
Google ranking (fee-only financial advisor Boise ID)
Google reviews
Client-persona landing pages live
AI answer citations (ChatGPT + Perplexity + Claude)
This is what a Helix scorecard for your firm looks like. Yours pulls real data from your site, market, and answer engines.
Request your free scorecardBest fit
Built for firms whose reputation should be doing more of the selling.
Firms with a strong reputation but a generic, forgettable web presence
Agencies and advisors who live on referrals and want owned inbound
Producer pages that list products but never explain why to trust you
Firms expanding into a new market, niche, or product line
Shops buying leads or ads but sending them to weak pages
Reviews, credentials, and client results that never get used
By decision type
A mortgage shopper and a retirement client do not research the same way.
How a buyer decides, and what earns their trust, changes with the stakes and the timeline. We build the pages and proof each one needs.
Rate-shopped & fast
Mortgage, auto, and home insurance. Buyers compare quickly. Showing up in the search with strong reviews and a clear quote path wins the call.
Advice & relationship
Wealth, retirement, life, and planning. A trust decision made over time. Education, credentials, and reviews earn the first meeting.
Renewal & retention
Benefits, policies, and managed accounts. The money is in keeping and growing the book. Owned content keeps you top of mind at renewal.
Where you're getting missed
The most qualified firm still loses to the one people find and trust first.
With money, people go with who they trust. If your expertise never shows up in search, in reviews, or in plain-English answers, it never gets to make the case.
- 01Invisible for the service-plus-city searches a ready buyer actually types
- 02Pages list products and carriers, but not why a nervous buyer should trust you
- 03Prospects need education before they book, and the path is unclear
- 04Reviews, credentials, and results exist, but never enter the decision
- 05No plain-English answers for the questions a first-time buyer is afraid to ask
- 06Referral partners have no strong page or asset to send people to
What Helix builds
A trust system built around how people decide on money.
The goal is simple: when someone in your market is ready for your product, you are the firm they find, understand, and trust enough to book.
High-intent service pages
A real page per product and buyer situation that answers what a client needs to know before they book, in plain English.
Local authority system
City, market, and situation pages that make geography and specialty work for you instead of blending into every other firm.
Trust and proof assets
Reviews, credentials, designations, and client outcomes where compliance allows, placed where a buyer decides who to trust.
AI-search visibility
Clear, structured content built to show up in search and in the answer engines people now ask about money before anyone.
Plain-English education
Guides and FAQs that help a first-time buyer understand the decision and self-qualify, without pretending to give advice.
Compliance-approved workflow
Claims, disclosures, rate and return language, and testimonials stay inside what your compliance approves before anything goes live.
What the audit shows
Show where you're getting missed.
We zero in on one priority product and market.
Show where you show up today in search and reviews, and who is beating you.
Map the searches and money questions a ready buyer asks first.
Show a stronger page with trust proof, plain-English FAQs, and a clear next step.
Recommend a review campaign to build the trust they need before the first call.
Common questions
What firms ask before working with Helix.
Can Helix market a financial firm without tripping a compliance rule?
Yes. Disclosures and licensing stay accurate, we make no guaranteed rates or returns, and your compliance approves before anything goes live. We give first-time buyers plain-English education without pretending to give financial, tax, or legal advice.
How do you get us found when people ask AI tools about mortgages, insurance, or an advisor?
We shape your product and situation pages so the AI answer engines have a clear source to cite when someone asks about your kind of decision in your market. We check those answers every week and add the pages that get your firm named.
What does it cost, and who does the work?
Helix runs from $999 a month, handled by our team. We drive four outcomes: your Google rankings, your citations in AI answers, your mentions where buyers compare firms, and how well your site turns a visitor into a booked meeting. You get a written report every Friday.
Be the name they already trust when they call.
We will map one priority product, where you show up in your market, and the proof and pages it takes to get found and trusted first.
Request a visibility audit