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Growth
4 MIN READ

Googled and ghosted

lisa.greensill's avatar
lisa.greensill
Icon for Advisely Partner rankAdvisely Partner
4 months 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 4 months 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
4 months 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
    4 months ago

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