Blog Post

Growth

4 MIN READ

Googled and ghosted

lisa.greensill

Advisely Partner

3 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 3 months ago

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lisa.greensill

Advisely 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

Iress Contributor

3 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

Advisely Partner

3 months ago

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