Pull the firm name, the Google results, the website copy, and the team's LinkedIn. The checklist below makes it quick.
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.
Test
Three steps. About ten minutes.
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.
A scored audit, the single highest leverage fix, a branded report you can download, and a plain black and white version for printing.
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.
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.
They search the firm name. Whatever owns page one owns the story, whether you chose it or not.
The firm's most controlled surface, which makes a generic or dated site the most expensive miss of the four.
The founders' and senior advisors' profiles either echo the firm's story, or quietly contradict it.
What the firm publishes, and what others say about it, is the proof that it does what it claims.
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.
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.)
Gather your surfaces.
Five minutes of collection makes the audit ten times sharper.
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.
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.
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.
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.
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 blueprintMake 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 hereThis 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.
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.