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Growth
4 MIN READ

Googled and ghosted

lisa.greensill's avatar
lisa.greensill
Icon for Advisely Partner rankAdvisely Partner
21 days ago
Your name just came up at a lunch catch-up. Your client – let's call her Sarah – is chatting with her friend Emma, who mentions she's feeling all over the shop about her business and family finance...
Updated 21 days ago
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lisa.greensill's avatar
Icon for Advisely Partner rankAdvisely Partner
Joined 03 February 2025
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Growth
There's a lot that goes into building an advice business that the client never sees. We do.
courtney.youngblutt's avatar
courtney.youngblutt
Icon for Iress Contributor rankIress Contributor
21 days ago

Great article Lisa! The "Google test" is the first thing I personally do when I hear about a new business, so it makes complete sense to me that others would do this too when deciding whether to reach out to financial advice professional.

To reiterate your recommended steps:

  • Google your name
  • Google your business name
  • Look at the first page of search results
  • Ask yourself: "If I were my ideal client, would I be impressed enough to call?"
  • lisa.greensill's avatar
    lisa.greensill
    Icon for Advisely Partner rankAdvisely Partner
    20 days ago

    Thanks Courtney. And yes, same. The first thing I do when I'm recommended to a service is hit google up.