High-net-worth prospects vet financial advisors the same way they research anything significant — online, before making contact. WorkspaceCMS builds you a professionally designed, Google-optimized website with service pages, advisor bios with credentials, and an appointment request form that positions your practice as the obvious choice for clients planning for retirement, wealth transfer, or business transition. Fully managed, flat monthly fee.
Free website build included with every annual plan — limited build slots open
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Every industry gets a purpose-built demo. Yours is already live.
Financial Advisory Demo
Built for your industry
Workspace CMS ships with tools built specifically for local businesses — not bolt-on plugins.
A structured intake form captures net worth range, primary planning concern, timeline, and contact details — giving your team the context to prepare a relevant first meeting rather than spending the first thirty minutes gathering basics. Submissions route securely to your inbox.
Dedicated pages for retirement planning, wealth management, tax-efficient investing, estate planning, business succession, and portfolio management — each structured for Google to rank you for searches like 'retirement planner [city]' and 'fee-only financial advisor near me.'
Professional profile pages for each advisor — CFP, CFA, ChFC, and other designations displayed clearly, along with experience, client focus, and compliant bio copy. SEC registration information and ADV Part 2 links are included to meet regulatory requirements and build immediate credibility.
Downloadable guides on retirement readiness, Social Security claiming strategy, estate planning basics, and tax-efficient withdrawal sequencing — content that demonstrates deep planning expertise and gives prospects a reason to provide their email address before they're ready to book a call.
Client reviews from your Google Business Profile displayed on your site — providing third-party social proof for a service where trust is the primary purchase criterion. Reviews are displayed with proper FINRA/SEC disclosures where required by your compliance program.
Ongoing educational content on retirement planning, market environment context, and life-stage financial decisions — written to demonstrate expertise without making promises about investment outcomes. Our team writes every post in compliance-aware language. No guarantees, no performance claims.
Platform featureWorkspaceCMS monitors whether your practice appears in AI-generated recommendations on ChatGPT, Claude, Perplexity, and Gemini when someone searches 'best financial advisor in [city]' or 'fee-only wealth manager near me.' High-net-worth clients increasingly use AI tools to shortlist advisors — your presence in those results matters.
Platform featureYour site is built to rank for 'financial advisor near me', 'retirement planner [city]', 'fee-only financial advisor [city]', and related searches — with Google Business Profile integration, local business schema, and citation consistency handled by the WorkspaceCMS platform.
Platform featureFrom signup to live site — we handle the hard parts.
A pre-retiree searches 'retirement planner near me' or a business owner looks up 'financial advisor for business owners [city].' Your service pages and local SEO surface your practice — before they're referred to a wirehouse advisor or find a national robo-advisor instead.
Your site shows advisor credentials, planning philosophy, service pages that match their specific situation, and genuine client reviews. Educational resources let them self-qualify before reaching out — filtering for the clients who are actually a fit for your minimum.
The prospect completes your intake form — primary concern, timeline, approximate asset range — and books a discovery call. You arrive at the conversation knowing their situation and ready to demonstrate relevance, not collect basic information.
Market commentary, planning guides, service page updates, advisor bio changes, and compliance-reviewed blog posts — our team handles every update for a flat monthly fee. Your website stays current and active without pulling your operations team away from client work.
Simple, flat pricing
No contracts. No setup fees. Cancel anytime.
Up to 3 pages
Right-sized for solo advisors or small RIAs establishing a professional online presence.
Up to 20 pages
Built for growing advisory practices with multiple advisors and defined service specialties.
Up to 50 pages
For established wealth management firms with complex service offerings and compliance requirements.
Annual pricing shown. Monthly plans available at slightly higher rate. See full pricing details →
Agency bolt-ons
WorkspaceCMS is your foundation — built, managed, and ranked for you. When you’re ready to accelerate, bolt on any of our agency campaigns like Lego pieces. Each one is custom-scoped, month-to-month, and run by specialists who already know your site inside out.
Rank for the keywords that bring paying customers.
Ongoing organic search campaigns — keyword targeting, link building, technical audits, and monthly reporting. Built on 15 years of agency data.
Paid search managed by specialists, not generalists.
Full-funnel Google Ads management: search, display, Performance Max. Every campaign is conversion-tracked and tied to real revenue.
Own the Local Services Ads pack in your market.
Local Services Ads setup and management. Google-screened badge, lead verification, bid strategy — built for service-area businesses that live and die by local calls.
Meta, Instagram, TikTok — wherever your customers scroll.
Paid social strategy, creative, and media buying across Meta, Instagram, and TikTok. Retargeting, lookalike audiences, and creative that converts.
Annual plan includes a free 5-page website build. Limited slots open.
No contracts · No setup fees · Cancel anytime
