Presence audit · For advisory firms

The Sniff Test. What a prospect, recruit, or acquirer finds.

Before anyone decides to hire your firm, join it, or buy it, they look it up. This is what they find, and whether it earns the next conversation.

Companion to The Positioning Blueprint. Runs in Claude or ChatGPT.
Free · PDF
For advisory firms
Presence Audit · Vol. 01
The Sniff
Test
What a prospect, recruit, or acquirer finds.
DI//ONKeir Dillon
How it works

Three steps. About ten minutes.

1
Gather

Pull the firm name, the Google results, the website copy, and the team's LinkedIn. The checklist below makes it quick.

2
Run it in Claude

Paste the prompt, drop in the firm's surfaces, and run it. It reads the firm's presence and scores it right in the chat.

3
Get your report

A scored audit, the single highest leverage fix, a branded report you can download, and a plain black and white version for printing.

The Premise

Your firm is looked up before it is chosen.

Trust decides everything, and for a firm most of it gets decided before any real conversation. Three different people look your firm up, and they are the three that matter most: a prospect deciding whether to hire you, an advisor deciding whether to join you, and sometimes an acquirer deciding what you are worth. None of them call first. They look.

An introduction gets the firm in the door. It does not close anyone. You were referred, or recruited into, for a reason, some version of what the firm stands for. That person quietly checks whether the firm's presence confirms it. If it does, trust compounds. If the firm reads as generic, or the website says one thing while the team's profiles say another, the introduction leaks out the bottom and you never know it happened.

The bigger the prospect, the better the recruit, the more serious the acquirer, the harder they look. More is at stake for them, so they do more diligence, and they are far more sensitive to a firm whose presence does not match its reputation.

Where the sniff test happens

Four surfaces. One verdict.

It doesn't happen on a single page. It happens across four surfaces, in about four minutes, and the viewer blends them into one feeling about the firm. Most firms have never looked at all four together as one system. The people vetting you always do.

01 · Google
The first move

They search the firm name. Whatever owns page one owns the story, whether you chose it or not.

02 · The Website
The deepest read

The firm's most controlled surface, which makes a generic or dated site the most expensive miss of the four.

03 · The Team
The consistency check

The founders' and senior advisors' profiles either echo the firm's story, or quietly contradict it.

04 · Content
The third-party read

What the firm publishes, and what others say about it, is the proof that it does what it claims.

What a coherent presence requires

Five things have to be true.

Run every surface through these. The audit prompt below scores each one for you, but read them first. They are the standard the whole tool is built on.

01
Coherence
The firm says one thing across the website, the team's profiles, and its content. The fastest way to fail is a site that promises one firm while the team reads like five unrelated practices.
02
Differentiation
Swap your firm name for any other RIA's. Does the copy still read as true? If it does, the firm is invisible. The reason a prospect picks you, or an advisor joins you, has to be unmistakable, not implied.
03
Narrative Control
When someone searches the firm, do you own the story, or does the algorithm? Page one should be the narrative the firm would choose, built from what the firm made, not whatever happened to mention it.
04
Proof · Compliant
Visible evidence the firm does what it claims. This is where it gets delicate: the instinct is to reach for client wins, and that is exactly the wrong move. Read the note below.
Compliance · read this

Build firm proof without testimonials.

Under the SEC Marketing Rule, testimonials about advisory services are heavily restricted, and that reaches the firm's own marketing. So build proof another way: the firm's body of work, its tenure and scale described carefully, the depth of the team, credentials, third-party press, and content that shows how the firm thinks. Slower to build, which is exactly why it's a moat. (Not legal advice. Confirm anything client-facing with your firm's compliance team before it goes live.)

05
The Sniff Test
The net effect. If someone was referred to the firm, or recruited toward it, and spent four minutes verifying, would they come away more confident in the firm or less? This is the score that decides the outcome. The other four are the reasons behind it.
Before you paste

Gather your surfaces.

Five minutes of collection makes the audit ten times sharper.

The firm name, exactly as it appears publicly
Including the legal name if it differs from the brand you market under.
The firm's Google results
Search the firm name. Copy the top result titles, or screenshot page one.
The firm website homepage
The main headline and the first paragraph of copy, pasted as written.
The founders' and senior advisors' LinkedIn headlines
Enough to see whether the team tells the same story as the firm, or several different ones.
What the firm publishes
Content, social, or press, with a one-line description. If there is none, write "none." That is itself a finding.
The reason the firm gets referred or recruited into
In one sentence. The benchmark everything is measured against.
The tool · Two passes

Run it on yourself.

Gather the firm's surfaces with the checklist above, then paste everything into Claude (preferred) or your LLM of choice. Pass 01 scores the firm, names the single highest leverage fix, and builds you a branded report to download. Pass 02 rewrites the weakest surface. Run it in the same conversation so the model keeps the context.

Prompt 01 · The Audit
You are a brand and presence auditor for financial advisory firms. For an RIA or advisory firm, trust is the deciding factor, and the three people who matter most all verify the firm online before any real conversation: a prospect deciding whether to hire you, an advisor deciding whether to join you, and sometimes an acquirer deciding what you are worth. They check your website, the founders' and team's LinkedIn profiles, what comes up on Google for the firm name, and whatever the firm publishes. You also understand U.S. compliance: under the SEC Marketing Rule, testimonials and endorsements about advisory services are heavily restricted, so "proof" must never depend on client quotes about advice or performance. Be direct. I would rather hear it now than lose the prospect, the recruit, or the deal later.

Here is everything someone would find when they look up our firm:
  - FIRM NAME:
  - WHAT WE WANT THE FIRM KNOWN FOR (the reason we get referred or recruited into):
  - WHO WE SERVE, AND WHO WE WANT TO RECRUIT:
  - GOOGLE (titles/snippets for the firm name):
  - WEBSITE (homepage headline + opening copy):
  - TEAM ON LINKEDIN (founders' and senior advisors' headlines, and whether they match the firm):
  - WHAT THE FIRM PUBLISHES (content, social, press, or "none"):

STEP 1. Audit the firm in writing, here in the chat, first. Score each dimension 1 to 10 with a one-line reason:
  1. COHERENCE         - one story across the site, the team's profiles, and the content?
  2. DIFFERENTIATION   - swap our firm name for any other RIA's. Still true? Then we fail.
  3. NARRATIVE CONTROL - do we own page one for the firm name, or does the algorithm?
  4. PROOF (COMPLIANT) - firm-level evidence without client testimonials or performance. Flag anything resembling a client endorsement as a risk to remove.
  5. THE SNIFF TEST    - after 4 minutes, would a prospect, recruit, or acquirer be more confident in the firm or less?
Then give me THE VERDICT (one paragraph, does the firm survive today?), THE ONE FIX (the single highest-leverage change, not a list), and COMPLIANCE FLAGS (you are not our compliance team, so flag it and tell us to confirm).

STEP 2. Then build a branded report as a single downloadable HTML file titled "The Sniff Test," using only what is in the audit above. Include the firm name and the date, a composite score out of 50, the verdict, the five dimensions each with its score, a thin score bar, the one-line reason and a Next Step, a dark One Fix block, and the compliance flags with a short disclaimer. Style it: parchment background #FAF8F0, near-black ink #211D18, cognac accent #8C6840, display font Cormorant Garamond, body font Inter, square corners, hairline rules, small-caps labels, no em dashes. Add an @page Letter rule, print-color-adjust exact, break-inside avoid on each block, and a fixed "Save as PDF" button that prints cleanly and hides on print.

STEP 3. If you can run code, also render that HTML to a true PDF with the fonts embedded and give it to me as a download.

STEP 4. Also give me a plain, black-and-white, text-only version of the whole audit, no color or graphics, that prints on any printer and is easy to forward to a compliance reviewer.

If you cannot create files, do all of STEP 1 as text, then paste the report HTML in a code block so I can save it myself, with the black-and-white version below it.
Tip: screenshot the firm's Google results page and paste it in too. The model can read it.
Prompt 02 · The Rewrite
Using the audit you just ran, rewrite the firm's weakest surface so it passes the sniff test.

Our position: [paste the firm's positioning statement. If you don't have one yet, run The Positioning Blueprint on the firm first, then come back].

Rewrite [ our homepage headline / our About page / the founders' LinkedIn headlines ] so it:
  - says the same thing the rest of the firm's surfaces say (coherence),
  - could only be our firm, with no line another RIA could claim (differentiation),
  - makes the reason we get referred and recruited into unmistakable in the first two lines,
  - contains zero client testimonials, performance claims, or specific product
    recommendations (compliance),
  - sounds like a firm with a point of view, not a brochure.

Give me two versions, one tighter, one warmer. Then tell me which you'd pick and why.
The root cause

If the surfaces don't match, the leak is upstream.

When the audit says the firm's presence is incoherent or undifferentiated, the instinct is to go fix the website. Sometimes that's enough. Often it isn't, because there was never a single position for the surfaces to express. You can't make the site, the team, and the content say the same thing until the firm has decided what that thing is.

The two tools are a sequence: decide, then prove.

First
The Positioning Blueprint

Pick the firm's lane. Pressure-test it until it holds. The three-pass system that turns a generic "we do financial planning" into a position only your firm can own.

Get the blueprint
Then
The Sniff Test

Make every surface say the one thing the firm committed to, and verify a prospect, recruit, or acquirer would trust the firm before the conversation.

You are here
The honest claim

This won't build the firm's reputation for you.

It tells you the truth about the one the firm already has, before a prospect, a recruit, or an acquirer does. The work of becoming a firm worth choosing is still yours. This just makes sure that when the introduction comes, the firm's presence confirms it instead of quietly talking the person out of the conversation.

Get the audit

Want me to run it with you?

Comment AUDIT on the post and I'll send the full Sniff Test (this page, the PDF, and both prompts) straight to your inbox. Or take it now.

Free · the full audit, both prompts, the checklist